FIRST TRUST EXCHANGE-TRADED FUND VIII - UCON
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 13,680,994 | 340,383 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 9,315,618 | 231,772 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,174,273 | 178,495 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,567,401 | 138,557 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,199,258 | 104,477 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,197,950 | 104,445 | 1.41% | 1.41% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,023,683 | 100,109 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,832,819 | 70,480 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,623,316 | 65,268 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 2,471,711 | 61,496 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,194,925 | 52,118 | 0.06% | 0.06% | 11 | +101,308 | 4.84% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,045,101 | 50,884 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,757,095 | 43,716 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,661,708 | 41,343 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,671,726 | 39,695 | 1.52% | 1.52% | 15 | +99,531 | 6.33% | Q3 2026 | Oct 20, 2026 |
| Csenge Advisory Group | History | Added to | 1,603,859 | 38,083 | 1.5% | 1.54% | 16 | +75,191 | 4.92% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,538,154 | 36,523 | 0.62% | 0.51% | 17 | +408,615 | 36.18% | Q3 2026 | Oct 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,400,315 | 34,839 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 999,374 | 24,864 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,043,003 | 24,766 | 0.05% | — | 20 | +1,043,003 | New | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 982,703 | 24,449 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 932,943 | 23,211 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 934,030 | 22,178 | 1.0% | 1.02% | 23 | +61,164 | 7.01% | Q3 2026 | Oct 16, 2026 |
| Arch Global Advisors, LLC | History | Added to | 871,934 | 20,704 | 8.61% | 8.63% | 24 | +88,409 | 11.28% | Q3 2026 | Oct 23, 2026 |
| EdgeRock Capital LLC | History | Added to | 861,740 | 20,462 | 4.44% | 4.75% | 25 | +19,115 | 2.27% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 807,842 | 20,099 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 838,048 | 19,899 | 0.21% | 0.22% | 27 | +36,165 | 4.51% | Q3 2026 | Oct 30, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 837,809 | 19,893 | 3.47% | 3.95% | 28 | -21,408 | -2.49% | Q3 2026 | Oct 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 830,800 | 19,727 | 0.56% | 0.58% | 29 | +14,404 | 1.76% | Q3 2026 | Oct 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 792,030 | 19,705 | 1.27% | 1.27% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 821,428 | 19,504 | 0.03% | 0.03% | 31 | -12,510 | -1.5% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 782,901 | 19,478 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 745,409 | 18,583 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 748,818 | 17,780 | 1.1% | 1.16% | 34 | -7,477 | -0.99% | Q3 2026 | Oct 30, 2026 |
| Private Advisor Group, LLC | History | No change | 679,658 | 16,909 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 661,016 | 16,245 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 647,628 | 16,112 | 0.33% | 0.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 637,466 | 15,860 | 1.3% | 1.3% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 650,755 | 15,452 | 1.7% | 2.3% | 39 | -155,545 | -19.29% | Q3 2026 | Oct 30, 2026 |
| Navalign, LLC | History | No change | 620,228 | 15,431 | 3.6% | 3.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 646,312 | 15,346 | 1.02% | 0.93% | 41 | +68,576 | 11.87% | Q3 2026 | Oct 08, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 604,554 | 15,041 | 6.31% | 6.31% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 580,959 | 14,483 | 0.47% | 0.47% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 557,893 | 13,880 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 544,255 | 13,541 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 564,161 | 13,489 | 0.25% | 0.26% | 46 | +41,565 | 7.95% | Q3 2026 | Oct 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 532,131 | 12,635 | 3.67% | 3.94% | 47 | -4,252 | -0.79% | Q3 2026 | Oct 27, 2026 |
| Western Wealth Management, LLC | History | No change | 455,724 | 11,338 | 0.37% | 0.37% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 445,374 | 11,078 | 0.51% | 0.51% | 49 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Nearside Advisors, LLC | History | New | 460,071 | 10,924 | 7.8% | — | 50 | +460,071 | New | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 454,268 | 10,786 | 0.03% | 0.04% | 51 | -33,198 | -6.81% | Q3 2026 | Nov 02, 2026 |
| Darwin Wealth Management, LLC | History | No change | 428,366 | 10,657 | 2.92% | 2.92% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 441,552 | 10,484 | 0.32% | 0.34% | 53 | +5,705 | 1.31% | Q3 2026 | Oct 14, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 407,632 | 10,141 | 2.44% | 2.44% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 404,016 | 10,051 | 3.89% | 3.89% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairway Financial, LLC | History | Added to | 414,586 | 9,844 | 6.16% | 2.61% | 56 | +261,423 | 170.68% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 392,174 | 9,757 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 377,679 | 9,396 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 383,022 | 9,165 | 0.14% | 0.07% | 59 | +211,332 | 123.09% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 383,022 | 9,165 | 0.14% | 0.07% | 60 | +211,332 | 123.09% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 367,273 | 9,137 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 362,821 | 9,027 | 0.54% | 0.54% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 367,333 | 8,722 | 6.26% | 6.54% | 63 | +4,937 | 1.36% | Q3 2026 | Oct 14, 2026 |
| Live Oak Investment Partners | History | Added to | 357,130 | 8,480 | 4.58% | 4.76% | 64 | +1,407 | 0.4% | Q3 2026 | Oct 23, 2026 |
| XML Financial, LLC | History | Reduced | 353,364 | 8,390 | 0.6% | 0.64% | 65 | -1,097 | -0.31% | Q3 2026 | Oct 29, 2026 |
| PFG Advisors | History | Added to | 347,733 | 8,256 | 0.42% | 0.34% | 66 | +75,872 | 27.91% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 338,535 | 8,038 | 0.23% | 0.2% | 67 | +66,602 | 24.49% | Q3 2026 | Oct 08, 2026 |
| Wealth Advisory Team LLC | History | Added to | 325,975 | 7,740 | 6.35% | 6.51% | 68 | +4,086 | 1.27% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 319,882 | 7,595 | 0.06% | 0.07% | 69 | +9,161 | 2.95% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 301,493 | 7,501 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 297,348 | 7,398 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | Reduced | 299,365 | 7,108 | 0.59% | 0.61% | 72 | -3,811 | -1.26% | Q3 2026 | Oct 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 281,760 | 7,010 | 1.59% | 1.59% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 286,308 | 6,798 | 0.27% | 0.58% | 74 | -303,734 | -51.48% | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | Added to | 282,822 | 6,715 | 1.17% | 1.09% | 75 | +41,140 | 17.02% | Q3 2026 | Oct 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 257,263 | 6,400 | 0.86% | 0.86% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 268,090 | 6,365 | 1.43% | 1.48% | 77 | +4,400 | 1.67% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 252,649 | 6,285 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 248,448 | 6,181 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 257,781 | 6,121 | 1.52% | 1.34% | 80 | +47,842 | 22.79% | Q3 2026 | Oct 19, 2026 |
| Keel Point, LLC | History | No change | 235,009 | 5,847 | 0.35% | 0.35% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | Reduced | 243,290 | 5,776 | 1.22% | 1.34% | 82 | -1,721 | -0.7% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 227,668 | 5,664 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 236,223 | 5,609 | 0.06% | 0.07% | 84 | +3,598 | 1.55% | Q3 2026 | Oct 23, 2026 |
| Nova Wealth Management, Inc. | History | No change | 218,384 | 5,433 | 3.0% | 3.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 215,659 | 5,365 | 0.49% | 0.49% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 223,938 | 5,317 | 3.23% | 6.17% | 87 | -133,562 | -37.36% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 223,481 | 5,306 | 0.03% | 0.03% | 88 | +18,929 | 9.25% | Q3 2026 | Oct 27, 2026 |
| Tactive Advisors, LLC | History | Added to | 216,209 | 5,133 | 1.23% | 0.77% | 89 | +90,594 | 72.12% | Q3 2026 | Oct 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 215,877 | 5,126 | 0.51% | 0.97% | 90 | -216,192 | -50.04% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 205,551 | 5,114 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 204,044 | 5,076 | 1.23% | 1.23% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 210,690 | 5,065 | 0.07% | 0.02% | 93 | +162,017 | 332.87% | Q3 2026 | Nov 04, 2026 |
| SlateStone Wealth, LLC | History | No change | 190,935 | 4,750 | 0.36% | 0.36% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 199,710 | 4,742 | 0.05% | 0.05% | 95 | +9,331 | 4.9% | Q3 2026 | Oct 26, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 198,988 | 4,724 | 4.48% | 4.88% | 96 | -45,929 | -18.75% | Q3 2026 | Oct 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 183,397 | 4,354 | 0.4% | 0.46% | 97 | -20,778 | -10.18% | Q3 2026 | Nov 02, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 180,675 | 4,290 | 0.83% | 1.15% | 98 | -57,394 | -24.11% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 178,370 | 4,235 | 0.08% | 0.09% | 99 | +3,725 | 2.13% | Q3 2026 | Nov 02, 2026 |
| Holistic Financial Partners | History | No change | 168,531 | 4,193 | 2.56% | 2.56% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 174,392 | 4,141 | 0.46% | 0.49% | 101 | -431 | -0.25% | Q3 2026 | Oct 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 164,059 | 3,896 | 0.1% | 0.11% | 102 | -8,416 | -4.88% | Q3 2026 | Oct 22, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 162,180 | 3,850 | 3.01% | 2.99% | 103 | +13,260 | 8.9% | Q3 2026 | Oct 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 161,038 | 3,823 | 0.14% | 0.15% | 104 | +3,244 | 2.06% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 157,864 | 3,748 | 0.03% | 0.01% | 105 | +116,361 | 280.37% | Q3 2026 | Oct 08, 2026 |
| Midwest Financial Group LLC | History | Added to | 151,605 | 3,599 | 1.22% | 1.31% | 106 | +1,719 | 1.15% | Q3 2026 | Oct 15, 2026 |
| Bleakley Financial Group, LLC | History | No change | 134,691 | 3,351 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 135,353 | 3,213 | 0.79% | 0.71% | 108 | +17,974 | 15.31% | Q3 2026 | Oct 19, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 127,103 | 3,162 | 0.31% | 0.31% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 126,257 | 3,141 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 125,810 | 3,130 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 119,555 | 2,838 | 1.46% | 1.52% | 112 | +1,048 | 0.88% | Q3 2026 | Oct 19, 2026 |
| Vise Technologies, Inc. | History | Reduced | 117,308 | 2,785 | 0.02% | 0.06% | 113 | -98,322 | -45.6% | Q3 2026 | Oct 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 106,659 | 2,653 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 104,816 | 2,607 | 0.83% | 0.83% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Core Wealth Partners LLC | History | Added to | 109,166 | 2,592 | 1.06% | 1.11% | 116 | +4,821 | 4.62% | Q3 2026 | Oct 30, 2026 |
| HCR Wealth Advisors | History | Added to | 104,163 | 2,473 | 0.2% | 0.22% | 117 | +4,344 | 4.35% | Q3 2026 | Oct 15, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 89,113 | 2,217 | 0.72% | 0.72% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 87,114 | 2,167 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 84,941 | 2,113 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 82,527 | 1,970 | 0.89% | 1.13% | 121 | -15,168 | -15.53% | Q3 2026 | Oct 23, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 77,200 | 1,833 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,904 | 1,788 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 70,664 | 1,758 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 70,016 | 1,662 | 0.47% | 0.54% | 125 | -6,629 | -8.65% | Q3 2026 | Oct 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 69,732 | 1,655 | 0.04% | 0.05% | 126 | -4,605 | -6.19% | Q3 2026 | Oct 13, 2026 |
| Capital CS Group, LLC | History | Reduced | 65,195 | 1,548 | 1.15% | 1.5% | 127 | -11,290 | -14.76% | Q3 2026 | Oct 29, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 64,544 | 1,532 | 0.85% | 0.9% | 128 | -919 | -1.4% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 61,072 | 1,519 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 58,985 | 1,468 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 58,266 | 1,449 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,444 | 1,316 | 0.02% | 0.02% | 132 | +14,405 | 35.1% | Q3 2026 | Oct 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 51,934 | 1,292 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 52,616 | 1,249 | 0.26% | 0.26% | 134 | -1,935 | -3.55% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 50,133 | 1,247 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 48,563 | 1,153 | 0.11% | 0.09% | 136 | +9,861 | 25.48% | Q3 2026 | Oct 27, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 48,064 | 1,141 | 0.1% | 0.12% | 137 | -6,410 | -11.77% | Q3 2026 | Oct 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 44,880 | 1,116 | 0.46% | 0.46% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 44,472 | 1,106 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 46,556 | 1,105 | 0.06% | 0.06% | 140 | +3,144 | 7.24% | Q3 2026 | Oct 21, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Reduced | 42,029 | 997 | 0.99% | 0.97% | 141 | -1,359 | -3.13% | Q3 2026 | Oct 15, 2026 |
| Betterment LLC | History | No change | 39,740 | 989 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 39,694 | 987 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 41,555 | 986 | 0.93% | 1.38% | 144 | -12,902 | -23.69% | Q3 2026 | Oct 07, 2026 |
| SouthState Bank Corp | History | No change | 39,591 | 985 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINTRA WEALTH, LLC | History | No change | 37,420 | 925 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 37,898 | 899 | 0.06% | 0.06% | 147 | +1,055 | 2.86% | Q3 2026 | Oct 26, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 37,827 | 898 | 0.5% | 3.97% | 148 | -224,817 | -85.6% | Q3 2026 | Oct 29, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 35,592 | 885 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 35,317 | 878 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 34,849 | 827 | 0.0% | 0.0% | 151 | +1,394 | 4.17% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,489 | 808 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 31,480 | 783 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,792 | 778 | 0.01% | 0.0% | 154 | +13,422 | 69.29% | Q3 2026 | Oct 16, 2026 |
| Chris Bulman Inc | History | Reduced | 32,005 | 759 | 0.27% | 0.3% | 155 | -1,415 | -4.23% | Q3 2026 | Oct 20, 2026 |
| CLG LLC | History | Reduced | 31,688 | 752 | 0.16% | 0.17% | 156 | -145 | -0.46% | Q3 2026 | Oct 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 29,473 | 733 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,269 | 728 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,249 | 702 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 28,005 | 696 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 27,661 | 688 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 28,084 | 666 | 0.06% | 0.08% | 162 | -3,191 | -10.2% | Q3 2026 | Nov 02, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 27,877 | 661 | 0.43% | 0.42% | 163 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 27,492 | 652 | 0.07% | 0.09% | 164 | -1,573 | -5.41% | Q3 2026 | Oct 30, 2026 |
| Brookstone Capital Management | History | Reduced | 27,070 | 642 | 0.01% | 0.01% | 165 | -81 | -0.3% | Q3 2026 | Oct 22, 2026 |
| StoneX Group Inc. | History | Added to | 26,468 | 628 | 0.02% | 0.01% | 166 | +11,940 | 82.19% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,973 | 621 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 24,900 | 619 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 24,862 | 618 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HORAN Wealth, LLC | History | No change | 24,493 | 609 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Park Square Financial Group, LLC | History | No change | 23,904 | 594 | 5.36% | 5.36% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 24,632 | 584 | 0.04% | 0.02% | 172 | +9,830 | 66.41% | Q3 2026 | Oct 08, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 24,277 | 576 | 0.2% | 0.22% | 173 | -1,339 | -5.23% | Q3 2026 | Oct 26, 2026 |
| Berger Financial Group, Inc | History | No change | 23,104 | 574 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balefire, LLC | History | Reduced | 24,172 | 573 | 0.09% | 0.11% | 175 | -2,587 | -9.67% | Q3 2026 | Oct 09, 2026 |
| Quantinno Capital Management LP | History | No change | 23,034 | 573 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,444 | 556 | 0.02% | 0.02% | 177 | +1,782 | 8.23% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 22,144 | 550 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 21,847 | 543 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 22,438 | 532 | 0.04% | 0.04% | 180 | +2,903 | 14.86% | Q3 2026 | Oct 20, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 22,144 | 525 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 21,702 | 515 | 0.09% | 0.51% | 182 | -131,298 | -85.82% | Q3 2026 | Oct 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,518 | 510 | 0.01% | 0.01% | 183 | +495 | 2.35% | Q3 2026 | Oct 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,395 | 482 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 19,108 | 475 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 18,494 | 460 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 18,359 | 457 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | Added to | 19,053 | 452 | 0.04% | 0.05% | 188 | +1,085 | 6.04% | Q3 2026 | Nov 02, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 18,302 | 434 | 0.06% | 0.06% | 189 | -298 | -1.6% | Q3 2026 | Nov 03, 2026 |
| Q3 Asset Management | History | No change | 17,199 | 427 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adelphi Trust Co | History | Added to | 17,624 | 418 | 0.28% | 0.19% | 191 | +5,914 | 50.5% | Q3 2026 | Oct 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,251 | 411 | 0.0% | 0.0% | 192 | -1,736 | -9.14% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 15,413 | 383 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 15,187 | 377 | 0.19% | 0.19% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Axis Wealth Partners, LLC | History | No change | 15,187 | 377 | 0.18% | 0.18% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 15,052 | 374 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 14,801 | 368 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | No change | 14,297 | 355 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 14,948 | 354 | 0.04% | — | 199 | +14,948 | New | Q3 2026 | Oct 28, 2026 |
| Maia Wealth LLC | History | Reduced | 14,464 | 343 | 0.05% | 0.06% | 200 | -2,361 | -14.03% | Q3 2026 | Oct 19, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 14,309 | 339 | 0.02% | 0.18% | 201 | -100,318 | -87.52% | Q3 2026 | Oct 22, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,373 | 332 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 13,825 | 328 | 0.01% | 0.01% | 203 | +1,992 | 16.83% | Q3 2026 | Oct 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 12,813 | 318 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,071 | 310 | 0.01% | 0.02% | 205 | -322 | -2.4% | Q3 2026 | Nov 04, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 13,040 | 309 | 0.06% | 0.07% | 206 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| RFG Advisory, LLC | History | New | 12,790 | 303 | 0.0% | — | 207 | +12,790 | New | Q3 2026 | Nov 03, 2026 |
| BAM Wealth Management, LLC | History | New | 12,720 | 302 | 0.16% | — | 208 | +12,720 | New | Q3 2026 | Oct 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 12,221 | 300 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellenbecker Investment Group | History | No change | 12,053 | 299 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 11,450 | 284 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 11,638 | 276 | 0.07% | 0.08% | 212 | -243 | -2.05% | Q3 2026 | Oct 28, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 11,596 | 275 | 0.08% | 0.09% | 213 | +135 | 1.18% | Q3 2026 | Oct 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 11,461 | 272 | 0.01% | — | 214 | +11,461 | New | Q3 2026 | Oct 05, 2026 |
| Center for Financial Planning, Inc. | History | New | 11,083 | 263 | 0.02% | — | 215 | +11,083 | New | Q3 2026 | Oct 26, 2026 |
| Ignite Planners, LLC | History | New | 11,014 | 261 | 0.03% | — | 216 | +11,014 | New | Q3 2026 | Oct 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,963 | 260 | 0.02% | 0.02% | 217 | -656 | -5.65% | Q3 2026 | Oct 28, 2026 |
| Midwest Trust Co | History | New | 10,667 | 253 | 0.0% | — | 218 | +10,667 | New | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Reduced | 10,571 | 251 | 0.0% | 0.0% | 219 | -741 | -6.55% | Q3 2026 | Oct 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,548 | 250 | 0.01% | 0.01% | 220 | +98 | 0.94% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,500 | 236 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 9,524 | 226 | 0.05% | 0.05% | 223 | -348 | -3.53% | Q3 2026 | Oct 21, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,537 | 226 | 0.01% | 0.01% | 222 | +9 | 0.09% | Q3 2026 | Oct 19, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 9,077 | 225 | 0.19% | 0.19% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 8,912 | 221 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 8,830 | 219 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 9,117 | 216 | 0.08% | 0.09% | 227 | -137 | -1.48% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8,705 | 216 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 8,593 | 204 | 0.02% | 0.02% | 229 | -145 | -1.66% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 8,185 | 203 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,098 | 201 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,085 | 201 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,558 | 179 | 0.1% | 0.1% | 233 | +576 | 8.25% | Q3 2026 | Oct 28, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 3,159 | 173 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 6,422 | 152 | 0.04% | 0.04% | 235 | +297 | 4.85% | Q3 2026 | Oct 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6,100 | 151 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | Reduced | 6,193 | 147 | 0.08% | 0.11% | 237 | -2,150 | -25.77% | Q3 2026 | Oct 09, 2026 |
| BFC Planning, Inc. | History | No change | 5,577 | 138 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,722 | 117 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,729 | 112 | 0.04% | 0.03% | 240 | -372 | -7.29% | Q3 2026 | Nov 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,475 | 106 | 0.03% | 0.04% | 241 | -1,165 | -20.66% | Q3 2026 | Oct 23, 2026 |
| Basepoint Wealth LLC | History | No change | 3,710 | 92 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 3,579 | 84 | 0.0% | 0.0% | 243 | -867 | -19.5% | Q3 2026 | Oct 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,080 | 76 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,628 | 62 | 0.02% | 0.02% | 245 | +128 | 5.12% | Q3 2026 | Nov 04, 2026 |
| Key Capital Management, INC | History | New | 2,485 | 59 | 0.02% | — | 246 | +2,485 | New | Q3 2026 | Nov 03, 2026 |
| First Pacific Financial | History | Added to | 2,328 | 55 | 0.01% | 0.01% | 247 | +27 | 1.17% | Q3 2026 | Oct 14, 2026 |
| Ascentis Independent Advisors | History | No change | 2,230 | 52 | 0.0% | 0.15% | 248 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TD Capital Management LLC | History | No change | 1,941 | 48 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 1,908 | 47 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,242 | 29 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 931 | 22 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Olistico Wealth, LLC | History | New | 913 | 21 | 0.01% | — | 253 | +913 | New | Q3 2026 | Oct 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 818 | 20 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG LLC | History | New | 802 | 19 | 0.01% | — | 255 | +802 | New | Q3 2026 | Nov 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 735 | 17 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 701 | 16 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 625 | 15 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 619 | 15 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 624 | 14 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 543 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 423 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 385 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 398 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | New | 376 | 8 | 0.0% | — | 265 | +376 | New | Q3 2026 | Nov 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 237 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 203 | 4 | 0.0% | — | 267 | +203 | New | Q3 2026 | Oct 21, 2026 |
| Investors Research Corp | History | Added to | 104 | 2 | 0.0% | 0.0% | 268 | +53 | 103.92% | Q3 2026 | Oct 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 110 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -428,367 | -100.0% | Q3 2026 | Oct 21, 2026 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 1.99% | — | -135,348 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.04% | — | -22,170 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,253 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,316 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -8,150 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,273 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,235 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -804 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -768 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2026 | Oct 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2026 | Oct 26, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |