FIRST TRUST EXCHANGE-TRADED FUND VI - AIRR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 10,426,985 1,389,395 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,622,518 882,450 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 6,080,121 810,176 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,844,303 379,003 0.1% 0.1% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,679,410 357,031 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,379,873 317,118 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,486,312 198,052 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,350,500 179,954 0.7% 0.7% 8 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,154,779 153,874 0.36% 0.36% 9 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 1,116,658 148,810 0.17% 0.17% 10 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 889,881 118,576 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 816,728 108,829 0.03% 0.03% 12 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 756,258 100,771 0.13% 0.13% 13 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 585,644 78,037 0.25% 0.25% 14 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 550,874 73,410 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 510,524 68,027 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 12, 2026
Parcion Private Wealth LLC History No change 499,778 66,595 3.7% 3.7% 17 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 442,987 59,027 0.06% 0.06% 18 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 427,150 56,902 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 343,640 45,790 0.09% 0.09% 20 0 0.0% Q2 2026 Aug 07, 2026
Proficio Capital Partners LLC History No change 333,906 44,492 1.6% 1.6% 21 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 318,869 42,489 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 301,864 40,223 0.54% 0.54% 23 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 286,000 38,109 0.06% 0.06% 24 0 0.0% Q2 2026 Jul 22, 2026
Equitable Holdings, Inc. History No change 268,920 35,833 0.21% 0.21% 25 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 263,029 35,049 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 257,146 34,264 0.16% 0.16% 27 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 255,007 33,979 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 12, 2026
FIL Ltd History No change 250,947 33,438 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 250,356 33,359 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Wealth Management, LLC History No change 245,734 32,744 14.96% 14.96% 31 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 247,170 32,522 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Next Level Private LLC History No change 234,279 31,217 6.11% 6.11% 33 0 0.0% Q2 2026 Jul 09, 2026
Private Advisor Group, LLC History No change 223,243 29,747 0.14% 0.14% 34 0 0.0% Q2 2026 Jul 27, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 206,553 27,522 12.37% 12.37% 35 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 192,461 25,645 0.03% 0.03% 36 0 0.0% Q2 2026 Jul 28, 2026
TRUE Private Wealth Advisors History No change 189,260 25,218 2.18% 2.18% 37 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 188,078 25,061 0.4% 0.4% 38 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 180,118 24,000 0.26% 0.26% 39 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 177,746 23,684 0.36% 0.36% 40 0 0.0% Q2 2026 Aug 10, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 177,688 23,676 0.97% 0.97% 41 0 0.0% Q2 2026 Aug 05, 2026
Presidio Capital Management, LLC History No change 174,591 23,264 5.82% 5.82% 42 0 0.0% Q2 2026 Jul 14, 2026
Gateway Wealth Partners, LLC History No change 159,922 21,309 1.28% 1.28% 43 0 0.0% Q2 2026 Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 159,408 21,241 1.01% 1.01% 44 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 150,473 20,050 0.1% 0.1% 45 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 147,885 19,705 0.2% 0.2% 46 0 0.0% Q2 2026 Aug 11, 2026
Pictet North America Advisors SA History No change 146,319 19,497 1.72% 1.72% 47 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 145,468 19,383 0.2% 0.2% 48 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 138,497 18,454 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 134,943 17,981 0.2% 0.2% 50 0 0.0% Q2 2026 Jul 28, 2026
Frederick Financial Consultants, LLC History No change 127,802 17,029 7.22% 7.22% 51 0 0.0% Q2 2026 Aug 14, 2026
Parkside Investments, LLC History No change 118,742 15,822 1.75% 1.75% 52 0 0.0% Q2 2026 Jul 13, 2026
Advisory Services Network, LLC History No change 112,011 14,925 0.17% 0.17% 53 0 0.0% Q2 2026 Aug 12, 2026
Wealth Watch Advisors, INC History No change 111,447 14,850 4.82% 4.82% 54 0 0.0% Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 111,326 14,834 2.47% 2.47% 55 0 0.0% Q2 2026 Jul 21, 2026
HBW ADVISORY SERVICES LLC History No change 110,606 14,738 1.33% 1.33% 56 0 0.0% Q2 2026 Jul 16, 2026
Riggs Asset Managment Co. Inc. History No change 108,427 14,447 2.58% 2.58% 57 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 103,952 13,856 0.2% 0.2% 58 0 0.0% Q2 2026 Jul 15, 2026
Qube Research & Technologies Ltd History No change 100,505 13,392 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 100,089 13,336 1.76% 1.76% 60 0 0.0% Q2 2026 Jul 22, 2026
RIA Advisory Group LLC History No change 95,263 12,693 2.76% 2.76% 61 0 0.0% Q2 2026 Jul 23, 2026
Symphony Financial Services, Inc. History No change 92,672 12,348 5.55% 5.55% 62 0 0.0% Q2 2026 Jul 22, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 92,000 12,259 1.61% 1.61% 63 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 90,964 12,121 0.08% 0.08% 64 0 0.0% Q2 2026 Sep 08, 2026
Merit Financial Group, LLC History No change 89,936 11,983 0.07% 0.07% 65 0 0.0% Q2 2026 Jul 20, 2026
N.E.W. Advisory Services LLC History No change 89,828 11,969 0.8% 0.8% 66 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 89,676 11,950 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 12, 2026
Atlas Wealth LLC History No change 89,657 11,946 1.7% 1.7% 68 0 0.0% Q2 2026 Jul 28, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 89,380 11,909 7.77% 7.77% 69 0 0.0% Q2 2026 Jul 15, 2026
Crumly & Associates Inc. History Added to 115,241 11,897 2.11% 2.55% 70 +15,307 15.32% Q3 2026 Oct 07, 2026
Rockport Wealth LLC History No change 86,026 11,462 1.93% 1.93% 71 0 0.0% Q2 2026 Jul 27, 2026
Schorn Wealth LLC History No change 85,495 11,392 2.98% 2.98% 72 0 0.0% Q2 2026 Jul 31, 2026
Beaumont Financial Advisors, LLC History No change 81,672 10,882 0.69% 0.69% 73 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 81,197 10,819 0.26% 0.26% 74 0 0.0% Q2 2026 Jul 31, 2026
Purewater Capital LLC History No change 81,151 10,813 7.8% 7.8% 75 0 0.0% Q2 2026 Jul 28, 2026
Hobart Private Capital, LLC History No change 79,942 10,652 1.83% 1.83% 76 0 0.0% Q2 2026 Jul 06, 2026
WPG Advisers, LLC History No change 77,228 10,290 6.05% 6.05% 77 0 0.0% Q2 2026 Aug 05, 2026
TradeWell Securities, LLC. History No change 76,538 10,198 3.64% 3.64% 78 0 0.0% Q2 2026 Jul 28, 2026
PTM WEALTH MANAGEMENT, LLC History No change 82,567 10,000 4.5% 4.5% 79 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL PLC History No change 74,857 9,974 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 74,630 9,944 7.59% 7.59% 81 0 0.0% Q2 2026 Aug 14, 2026
Warner Group LLC History No change 73,502 9,794 2.41% 2.41% 82 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 72,738 9,733 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 72,447 9,653 0.37% 0.37% 84 0 0.0% Q2 2026 Jul 22, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 70,214 9,356 5.25% 5.25% 85 0 0.0% Q2 2026 Jul 23, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 90,278 9,320 5.2% 6.65% 86 +970 1.09% Q3 2026 Oct 09, 2026
Proactive Wealth Strategies LLC History No change 69,651 9,284 1.49% 1.49% 87 0 0.0% Q2 2026 Aug 10, 2026
FAGAN ASSOCIATES, INC. History Added to 89,906 9,281 1.08% 1.38% 88 +5,580 6.62% Q3 2026 Oct 13, 2026
Elmwood Wealth Management, Inc. History No change 68,155 9,081 2.27% 2.27% 89 0 0.0% Q2 2026 Jul 07, 2026
Sigma Planning Corp History No change 67,384 8,978 0.23% 0.23% 90 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 66,862 8,909 0.16% 0.16% 91 0 0.0% Q2 2026 Aug 06, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 66,045 8,800 4.2% 4.2% 92 0 0.0% Q2 2026 Jul 24, 2026
MEITAV INVESTMENT HOUSE LTD History No change 64,450 8,587 0.06% 0.06% 93 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Financial Group, Inc. History No change 64,320 8,570 2.66% 2.66% 94 0 0.0% Q2 2026 Jul 28, 2026
SMITH, MOORE & CO. History No change 63,550 8,468 0.55% 0.55% 95 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 63,294 8,433 1.9% 1.9% 96 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 62,725 8,358 0.54% 0.54% 97 0 0.0% Q2 2026 Jul 27, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 61,712 8,223 1.02% 1.02% 98 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 61,610 8,209 0.17% 0.17% 99 0 0.0% Q2 2026 Aug 14, 2026
Guided Capital Wealth Management, LLC History No change 61,417 8,183 4.78% 4.78% 100 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 60,506 8,062 0.26% 0.26% 101 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 60,032 7,999 0.4% 0.4% 102 0 0.0% Q2 2026 Jul 23, 2026
Rehmann Capital Advisory Group History No change 59,059 7,860 0.36% 0.36% 103 0 0.0% Q2 2026 Aug 20, 2026
Concurrent Investment Advisors, LLC History No change 58,793 7,834 0.07% 0.07% 104 0 0.0% Q2 2026 Jul 27, 2026
PCG Wealth Advisors, LLC History No change 58,678 7,818 1.74% 1.74% 105 0 0.0% Q2 2026 Aug 03, 2026
Quadcap Wealth Management, LLC History No change 58,189 7,753 0.75% 0.75% 106 0 0.0% Q2 2026 Jul 31, 2026
Apollon Wealth Management, LLC History No change 57,975 7,725 0.09% 0.09% 107 0 0.0% Q2 2026 Jul 22, 2026
Richmond Investment Services, LLC History No change 57,648 7,681 2.43% 2.43% 108 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 57,037 7,600 0.38% 0.38% 109 0 0.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History No change 56,966 7,590 0.23% 0.23% 110 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 73,259 7,563 0.14% 0.18% 111 +2,368 3.34% Q3 2026 Oct 13, 2026
Cascade Financial Partners, LLC History No change 56,594 7,541 0.65% 0.65% 112 0 0.0% Q2 2026 Aug 04, 2026
Per Stirling Capital Management, LLC. History No change 55,921 7,451 0.71% 0.71% 113 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 55,120 7,344 0.08% 0.08% 114 0 0.0% Q2 2026 Jul 29, 2026
PECAUT & CO. History No change 54,856 7,309 2.23% 2.23% 115 0 0.0% Q2 2026 Aug 03, 2026
IHT Wealth Management, LLC History No change 54,738 7,293 0.16% 0.16% 116 0 0.0% Q2 2026 Aug 14, 2026
Benson Wealth Management INC History No change 54,608 7,276 7.32% 7.32% 117 0 0.0% Q2 2026 Aug 10, 2026
Macro Advisors, Inc. History No change 52,953 7,055 2.25% 2.25% 118 0 0.0% Q2 2026 Aug 11, 2026
Gaddis Premier Wealth Advisors LLC History No change 52,460 6,990 4.25% 4.25% 119 0 0.0% Q2 2026 Aug 04, 2026
WealthBridge Capital Management, LLC History No change 51,937 6,920 1.38% 1.38% 120 0 0.0% Q2 2026 Jul 24, 2026
tru Independence LLC History No change 51,864 6,910 3.02% 3.02% 121 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Strategies, Inc. History No change 51,849 6,909 0.68% 0.68% 122 0 0.0% Q2 2026 Aug 10, 2026
ABLE Financial Group, LLC History No change 51,409 6,850 1.15% 1.15% 123 0 0.0% Q2 2026 Jul 22, 2026
SageGuard Financial Group, LLC History No change 51,272 6,831 0.96% 0.96% 124 0 0.0% Q2 2026 Jul 27, 2026
BEARING POINT CAPITAL, LLC History No change 51,131 6,813 0.92% 0.92% 125 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 50,598 6,742 0.32% 0.32% 126 0 0.0% Q2 2026 Aug 11, 2026
Perissos Private Wealth Management, LLC History No change 49,654 6,616 4.46% 4.46% 127 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 62,061 6,463 0.01% 0.02% 128 -13,771 -18.16% Q3 2026 Oct 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 48,283 6,433 0.26% 0.26% 129 0 0.0% Q2 2026 Jul 27, 2026
Dakota Wealth Management History No change 48,207 6,423 0.12% 0.12% 130 0 0.0% Q2 2026 Aug 07, 2026
Concorde Asset Management, LLC History No change 47,451 6,322 3.66% 3.66% 131 0 0.0% Q2 2026 Aug 18, 2026
Mutual Advisors, LLC History No change 47,272 6,298 0.12% 0.12% 132 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 47,749 6,176 0.37% 0.37% 133 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL SECURITIES, INC. History No change 45,302 6,036 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History No change 44,813 5,971 0.15% 0.15% 135 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 43,818 5,838 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 10, 2026
ARQ WEALTH ADVISORS, LLC History No change 46,640 5,766 0.71% 0.71% 137 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 42,975 5,726 0.1% 0.1% 138 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Wealth Management, LLC History No change 42,947 5,722 0.25% 0.25% 139 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History No change 42,647 5,682 0.18% 0.18% 140 0 0.0% Q2 2026 Jul 09, 2026
Baird Financial Group, Inc. History No change 42,407 5,650 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 41,730 5,560 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
Mach-1 Financial Group, LLC History No change 41,417 5,518 2.14% 2.14% 143 0 0.0% Q2 2026 Jul 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 41,214 5,491 0.09% 0.09% 144 0 0.0% Q2 2026 Jul 28, 2026
Fortis Advisors, LLC History No change 40,880 5,447 2.55% 2.55% 145 0 0.0% Q2 2026 Aug 13, 2026
GENESIS PRIVATE WEALTH, LLC History No change 40,635 5,414 1.52% 1.52% 146 0 0.0% Q2 2026 Jul 13, 2026
Atria Investments, Inc History No change 40,375 5,380 0.05% 0.05% 147 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 40,257 5,364 0.09% 0.09% 148 0 0.0% Q2 2026 Jul 31, 2026
Stonebridge Financial Group, LLC/CA History No change 40,091 5,342 0.74% 0.74% 149 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 39,264 5,231 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
ARVEST INVESTMENTS, INC. History No change 39,229 5,227 0.63% 0.63% 151 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 39,002 5,196 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 38,826 5,173 0.31% 0.31% 153 0 0.0% Q2 2026 Aug 07, 2026
JBR Co Financial Management Inc History Reduced 39,617 5,124 1.96% 1.99% 154 -1,263 -3.09% Q3 2026 Oct 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 38,381 5,114 2.12% 2.12% 155 0 0.0% Q2 2026 Aug 14, 2026
Oxford Wealth Group, LLC History No change 38,288 5,101 2.28% 2.28% 156 0 0.0% Q2 2026 Aug 13, 2026
PRAIRIE ADVISORY, LLC History No change 37,828 5,040 1.18% 1.18% 157 0 0.0% Q2 2026 Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 36,575 4,873 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 41,732 4,841 0.36% 0.36% 159 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 36,318 4,839 0.03% 0.03% 160 0 0.0% Q2 2026 Jul 24, 2026
Foundry Financial Group, Inc. History No change 35,548 4,736 2.05% 2.05% 161 0 0.0% Q2 2026 Jul 22, 2026
Garden State Investment Advisory Services LLC History No change 35,265 4,699 0.85% 0.85% 162 0 0.0% Q2 2026 Aug 11, 2026
PARK NATIONAL CORP /OH/ History Added to 45,161 4,662 0.13% 0.16% 163 +3,174 7.56% Q3 2026 Oct 05, 2026
Federation des caisses Desjardins du Quebec History No change 34,924 4,653 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 13, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 34,865 4,645 1.24% 1.24% 165 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 34,539 4,602 0.04% 0.04% 166 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 33,606 4,478 0.59% 0.59% 167 0 0.0% Q2 2026 Aug 11, 2026
Main Street Financial Solutions, LLC History No change 33,283 4,434 0.28% 0.28% 168 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 33,274 4,433 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 30, 2026
AE Wealth Management LLC History No change 32,824 4,373 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 42,201 4,356 0.08% 0.1% 171 +1,616 3.98% Q3 2026 Oct 13, 2026
MRA Advisory Group History Added to 41,943 4,330 1.62% 2.0% 172 +522 1.26% Q3 2026 Oct 07, 2026
VestGen Advisors, LLC History No change 32,192 4,289 0.13% 0.13% 173 0 0.0% Q2 2026 Aug 11, 2026
Rooted Wealth Advisors, Inc. History No change 31,643 4,216 1.03% 1.03% 174 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 31,309 4,171 0.16% 0.16% 175 0 0.0% Q2 2026 Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 31,201 4,109 0.02% 0.02% 176 0 0.0% Q2 2026 Jul 29, 2026
Triad Wealth Partners, LLC History No change 34,082 4,098 0.24% 0.24% 177 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 30,316 4,039 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 05, 2026
BANQUE PICTET & CIE SA History No change 30,000 3,997 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 29,771 3,966 0.16% 0.16% 180 0 0.0% Q2 2026 Aug 12, 2026
Maltin Wealth Management, Inc. History Added to 36,874 3,806 1.23% 1.45% 181 +4,294 13.18% Q3 2026 Oct 13, 2026
Savvy Advisors, Inc. History No change 28,549 3,804 0.08% 0.08% 182 0 0.0% Q2 2026 Aug 03, 2026
Investment Advisory Services Group LLC History No change 28,206 3,758 2.75% 2.75% 183 0 0.0% Q2 2026 Jul 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 27,689 3,689 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 06, 2026
Fearless Solutions, LLC dba Best Invest History No change 27,220 3,627 1.92% 1.92% 185 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 26,549 3,537 0.38% 0.38% 186 0 0.0% Q2 2026 Aug 06, 2026
Traction Financial Partners, LLC History No change 26,394 3,517 1.87% 1.87% 187 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 33,513 3,459 0.2% 0.65% 188 -51,383 -60.52% Q3 2026 Oct 09, 2026
CreativeOne Wealth, LLC History No change 25,809 3,439 0.07% 0.07% 189 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 25,690 3,423 0.62% 0.62% 190 0 0.0% Q2 2026 Jul 20, 2026
Inscription Capital, LLC History No change 25,586 3,409 0.3% 0.3% 191 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 25,554 3,405 0.11% 0.11% 192 0 0.0% Q2 2026 Jul 27, 2026
BOS Asset Management, LLC History Added to 32,238 3,328 0.78% 0.95% 193 +1,668 5.46% Q3 2026 Oct 09, 2026
LANE BROTHERS & CO INC History No change 24,848 3,311 2.17% 2.17% 194 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 24,802 3,304 0.05% 0.05% 195 0 0.0% Q2 2026 Jul 15, 2026
Sun Financial Inc History No change 26,974 3,302 1.56% 1.56% 196 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History Added to 31,897 3,293 0.22% 0.25% 197 +3,221 11.23% Q3 2026 Oct 08, 2026
CARLSON FINANCIAL, INC. History No change 24,605 3,281 1.67% 1.67% 198 0 0.0% Q2 2026 Aug 24, 2026
Aptus Capital Advisors, LLC History No change 24,511 3,266 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 24,019 3,200 1.0% 1.0% 200 0 0.0% Q2 2026 Jul 28, 2026
Tempus Wealth Planning, LLC History No change 23,831 3,175 0.62% 0.62% 201 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial, Ltd. Co. History No change 24,002 3,161 0.35% 0.35% 202 0 0.0% Q2 2026 Aug 03, 2026
APS Management Group, Inc. History No change 23,675 3,154 2.42% 2.42% 203 0 0.0% Q2 2026 Jul 10, 2026
Essex Financial Services, Inc. History No change 23,281 3,102 0.15% 0.15% 204 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Management, Inc. History No change 23,232 3,095 0.77% 0.77% 205 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 22,664 3,020 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 12, 2026
Smith Thornton Advisors LLC History No change 24,631 2,991 1.32% 1.32% 207 0 0.0% Q2 2026 Jul 14, 2026
Moors & Cabot, Inc. History No change 21,925 2,921 0.11% 0.11% 208 0 0.0% Q2 2026 Aug 10, 2026
VIAWEALTH, LLC History No change 21,915 2,920 1.47% 1.47% 209 0 0.0% Q2 2026 Aug 11, 2026
Gallagher Fiduciary Advisors, LLC History No change 21,695 2,890 0.1% 0.1% 210 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 21,605 2,878 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 31, 2026
PKS Advisory Services, LLC History No change 21,588 2,876 0.46% 0.46% 212 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History Added to 27,313 2,819 0.12% 0.13% 213 +7,253 36.16% Q3 2026 Oct 13, 2026
Plan Group Financial, LLC History No change 21,120 2,814 0.58% 0.58% 214 0 0.0% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 21,015 2,800 0.0% 0.0% 215 0 0.0% Q2 2026 Sep 09, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 26,578 2,743 1.94% 2.62% 216 -199 -0.74% Q3 2026 Oct 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 20,400 2,718 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Partners, LLC History No change 20,058 2,672 0.36% 0.36% 218 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 19,786 2,636 0.02% 0.02% 219 0 0.0% Q2 2026 Jul 20, 2026
Global Assets Advisory, LLC History No change 20,087 2,611 0.57% 0.57% 220 0 0.0% Q2 2026 Jul 27, 2026
Benchmark Financial, LLC History No change 19,474 2,594 2.11% 2.11% 221 0 0.0% Q2 2026 Jul 21, 2026
Aurora Private Wealth, Inc. History No change 19,458 2,593 1.65% 1.65% 222 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 19,321 2,574 0.1% 0.1% 223 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Point Capital Management ULC History No change 19,245 2,564 0.15% 0.15% 224 0 0.0% Q2 2026 Jul 14, 2026
Creekside Partners History No change 19,129 2,549 0.92% 0.92% 225 0 0.0% Q2 2026 Jul 30, 2026
Key Client Fiduciary Advisors, LLC History No change 19,053 2,538 0.73% 0.73% 226 0 0.0% Q2 2026 Jul 09, 2026
Kingsview Wealth Management, LLC History No change 18,948 2,524 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 18, 2026
Snowden Capital Advisors LLC History No change 18,901 2,518 0.06% 0.06% 228 0 0.0% Q2 2026 Aug 13, 2026
Hyposwiss Advisors SA History No change 18,714 2,493 2.36% 2.36% 229 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Advisors Inc. History No change 18,511 2,466 0.42% 0.42% 230 0 0.0% Q2 2026 Jul 16, 2026
Belpointe Asset Management LLC History No change 18,442 2,457 0.08% 0.08% 231 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 18,371 2,447 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 18,335 2,443 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 18,284 2,436 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 05, 2026
Harvest Investment Services, LLC History No change 18,191 2,423 0.37% 0.37% 235 0 0.0% Q2 2026 Aug 14, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 23,469 2,422 2.29% 3.6% 236 -3,037 -11.46% Q3 2026 Oct 07, 2026
Beacon Pointe Advisors, LLC History No change 18,039 2,403 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 18,024 2,401 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 17,944 2,391 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 13, 2026
Accel Wealth Management History Added to 22,954 2,369 0.51% 0.47% 240 +7,258 46.24% Q3 2026 Oct 13, 2026
Stegent Equity Advisors, Inc. History Reduced 22,834 2,357 1.87% 2.39% 241 -2,150 -8.61% Q3 2026 Oct 09, 2026
Intrua Financial, LLC History No change 17,282 2,302 0.21% 0.21% 242 0 0.0% Q2 2026 Jul 24, 2026
Financial Futures Ltd Liability Co. History Added to 21,847 2,255 0.84% 0.9% 243 +4,174 23.62% Q3 2026 Oct 13, 2026
CENTAURUS FINANCIAL, INC. History No change 16,889 2,250 0.09% 0.09% 244 0 0.0% Q2 2026 Aug 17, 2026
GWN SECURITIES INC. History No change 16,823 2,241 0.37% 0.37% 245 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 16,635 2,216 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 16,528 2,202 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 16,227 2,162 0.13% 0.13% 248 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Planning Group, LLC History No change 16,038 2,137 0.68% 0.68% 249 0 0.0% Q2 2026 Jul 31, 2026
BROWN ADVISORY INC History No change 16,000 2,132 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 15,921 2,121 0.22% 0.22% 251 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 15,810 2,106 0.07% 0.07% 252 0 0.0% Q2 2026 Aug 05, 2026
CALTON & ASSOCIATES, INC. History No change 15,751 2,098 0.31% 0.31% 253 0 0.0% Q2 2026 Aug 10, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 15,535 2,070 1.44% 1.44% 254 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 18,210 2,055 0.03% 0.03% 255 0 0.0% Q2 2026 Aug 13, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 15,313 2,040 0.41% 0.41% 256 0 0.0% Q2 2026 Jul 22, 2026
Eldridge Investment Advisors, Inc. History No change 15,271 2,034 0.4% 0.4% 257 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 15,154 2,019 0.2% 0.2% 258 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 15,100 2,012 0.0% 0.0% 259 0 0.0% Q2 2026 Sep 02, 2026
FLOW TRADERS U.S. LLC History No change 14,980 1,996 0.08% 0.08% 260 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,830 1,976 0.09% 0.09% 261 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Advisory Partners LLC History No change 14,618 1,947 0.04% 0.04% 262 0 0.0% Q2 2026 Jul 09, 2026
Ignite Planners, LLC History No change 14,495 1,931 0.26% 0.26% 263 0 0.0% Q2 2026 Jul 23, 2026
HANOVER ADVISORS INC History No change 14,396 1,918 0.69% 0.69% 264 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 14,265 1,900 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 14,264 1,900 0.05% 0.05% 266 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 14,084 1,876 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History Added to 18,080 1,866 0.07% 0.11% 268 +2,381 15.17% Q3 2026 Oct 13, 2026
GUERRA PAN ADVISORS, LLC History No change 13,822 1,841 1.03% 1.03% 269 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 13,689 1,824 0.11% 0.11% 270 0 0.0% Q2 2026 Jul 23, 2026
Asset One Wealth Management LLC History No change 14,642 1,804 0.19% 0.19% 271 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History Added to 17,430 1,799 0.33% 0.4% 272 +699 4.18% Q3 2026 Oct 13, 2026
Gotham Asset Management, LLC History No change 13,262 1,767 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Well Done, LLC History No change 13,174 1,755 0.24% 0.24% 274 0 0.0% Q2 2026 Jul 24, 2026
Geneos Wealth Management Inc. History No change 12,995 1,731 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 06, 2026
Providence First Trust Co History No change 12,626 1,682 0.47% 0.47% 276 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Managment, LLC/ID History No change 12,518 1,668 0.69% 0.69% 277 0 0.0% Q2 2026 Aug 13, 2026
FLAGSTAR SECURITIES, INC History No change 12,501 1,665 0.5% 0.5% 278 0 0.0% Q2 2026 Jul 15, 2026
Total Clarity Wealth Management, Inc. History No change 12,431 1,656 0.32% 0.32% 279 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 15,017 1,653 0.21% 0.21% 280 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 12,345 1,645 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 05, 2026
Signature Equity Partners, LLC History No change 12,168 1,621 0.74% 0.74% 282 0 0.0% Q2 2026 Jul 30, 2026
Owen LaRue, LLC History No change 11,885 1,583 0.55% 0.55% 283 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 11,587 1,543 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 11, 2026
Curran Financial Partners, LLC History No change 11,048 1,472 0.22% 0.22% 285 0 0.0% Q2 2026 Aug 12, 2026
Global View Capital Management LLC History No change 11,030 1,469 0.3% 0.3% 286 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 10,914 1,454 0.12% 0.12% 287 0 0.0% Q2 2026 Aug 06, 2026
Purus Wealth Management, LLC History No change 10,686 1,423 0.39% 0.39% 288 0 0.0% Q2 2026 Jul 13, 2026
Sowell Financial Services LLC History No change 10,489 1,397 0.05% 0.05% 289 0 0.0% Q2 2026 Jul 17, 2026
RiverTree Advisors, LLC History Reduced 13,441 1,387 0.83% 1.45% 290 -4,931 -26.84% Q3 2026 Oct 13, 2026
GOLDMAN SACHS GROUP INC History No change 10,385 1,383 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
TCFG Investment Advisors, LLC History No change 10,151 1,352 0.46% 0.46% 292 0 0.0% Q2 2026 Jul 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 9,984 1,330 0.15% 0.15% 293 0 0.0% Q2 2026 Jul 09, 2026
Quad-Cities Investment Group, LLC History No change 9,912 1,320 0.47% 0.47% 294 0 0.0% Q2 2026 Jul 07, 2026
COOPER INVESTORS PTY LTD History Reduced 12,781 1,319 0.69% 3.32% 295 -41,488 -76.45% Q3 2026 Oct 13, 2026
Robertson Stephens Wealth Management, LLC History No change 9,885 1,317 0.03% 0.03% 296 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 9,791 1,304 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 15, 2026
Concentrum Wealth Management History No change 9,685 1,290 0.31% 0.31% 298 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 9,623 1,282 0.07% 0.07% 299 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 9,514 1,267 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History Added to 12,206 1,260 0.28% 0.3% 301 +2,266 22.8% Q3 2026 Oct 08, 2026
Mirador Capital Partners LP History Reduced 12,019 1,240 0.14% 0.2% 302 -16 -0.13% Q3 2026 Oct 09, 2026
Trueblood Wealth Management, LLC History No change 9,311 1,240 0.43% 0.43% 303 0 0.0% Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 9,304 1,239 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 9,218 1,228 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 9,205 1,226 0.35% 0.35% 306 0 0.0% Q2 2026 Aug 12, 2026
Savior LLC History Added to 11,851 1,223 3.39% 4.39% 307 +358 3.11% Q3 2026 Oct 13, 2026
IFG Advisory, LLC History No change 9,165 1,221 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 9,157 1,220 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 8,986 1,197 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Network Inc. History No change 8,981 1,196 0.3% 0.3% 311 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 9,345 1,160 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 29, 2026
Sierra Capital LLC History No change 8,685 1,157 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 13, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 8,435 1,124 1.1% 1.1% 314 0 0.0% Q2 2026 Aug 10, 2026
Waterfront Wealth Inc. History No change 9,036 1,117 0.17% 0.17% 315 0 0.0% Q2 2026 Jul 30, 2026
PFG Advisors History No change 8,351 1,112 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 16, 2026
Avise Financial Cooperative, Inc. History No change 8,341 1,111 0.79% 0.79% 317 0 0.0% Q2 2026 Aug 06, 2026
Sequent Planning LLC History No change 8,146 1,085 0.23% 0.23% 318 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 8,094 1,078 0.06% 0.06% 319 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 10,367 1,070 0.07% 0.09% 320 -61 -0.58% Q3 2026 Oct 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,940 1,056 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 7,931 1,056 0.1% 0.1% 322 0 0.0% Q2 2026 Jul 09, 2026
Guardian Capital, LLC History No change 7,790 1,038 0.85% 0.85% 323 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 7,755 1,033 0.09% 0.09% 324 0 0.0% Q2 2026 Jul 16, 2026
Clark Wealth Partners History No change 7,732 1,030 0.58% 0.58% 325 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 7,682 1,023 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 10, 2026
Crusonia Wealth Advisors LLC History No change 7,676 1,022 0.17% 0.17% 327 0 0.0% Q2 2026 Jul 30, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 8,031 1,011 0.79% 0.79% 328 0 0.0% Q2 2026 Jul 09, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 7,586 1,010 0.39% 0.39% 329 0 0.0% Q2 2026 Jul 30, 2026
Capital Wealth Alliance, LLC History No change 7,543 1,005 0.47% 0.47% 330 0 0.0% Q2 2026 Jul 31, 2026
Cambria Investment Management, L.P. History No change 7,501 999 0.05% 0.05% 331 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 7,501 999 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Capital CS Group, LLC History No change 7,375 982 0.77% 0.77% 333 0 0.0% Q2 2026 Aug 12, 2026
Grantvest Financial Group LLC History No change 7,366 981 0.57% 0.57% 334 0 0.0% Q2 2026 Aug 07, 2026
Wagner Wealth Management, Corp History No change 7,253 966 0.78% 0.78% 335 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 7,196 958 0.08% 0.08% 336 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 9,063 935 0.01% 0.01% 337 +1,084 13.59% Q3 2026 Oct 08, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 6,903 919 0.05% 0.05% 338 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 6,900 919 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 6,705 893 0.02% 0.02% 340 0 0.0% Q2 2026 Jul 20, 2026
Revisor Wealth Management LLC History No change 6,600 879 0.21% 0.21% 341 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,591 878 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 07, 2026
CPR Investments Inc. History No change 6,569 875 0.67% 0.67% 343 0 0.0% Q2 2026 Jul 14, 2026
McKinney Capital Management, LLC History No change 6,560 874 0.34% 0.34% 344 0 0.0% Q2 2026 Aug 05, 2026
WILLNER & HELLER, LLC History No change 6,453 859 0.54% 0.54% 345 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 6,350 846 0.06% 0.06% 346 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 6,221 828 0.06% 0.06% 347 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 6,203 826 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 6,165 821 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 6,073 809 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 13, 2026
Altus Wealth Group LLC History No change 6,056 806 0.29% 0.29% 351 0 0.0% Q2 2026 Jul 17, 2026
HOURGLASS CAPITAL, LLC History No change 6,000 799 0.16% 0.16% 352 0 0.0% Q2 2026 Jul 30, 2026
Csenge Advisory Group History No change 5,997 799 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 5,984 797 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 07, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,868 781 0.02% 0.02% 355 0 0.0% Q2 2026 Jul 13, 2026
CoreCap Advisors, LLC History Reduced 7,352 759 0.02% 0.03% 356 -39 -0.53% Q3 2026 Oct 08, 2026
Kovack Advisors, Inc. History No change 5,751 747 0.04% 0.04% 357 0 0.0% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History No change 5,549 739 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 5,541 738 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC SUN FINANCIAL CORP History No change 5,490 731 0.3% 0.3% 360 0 0.0% Q2 2026 Aug 07, 2026
GoalVest Advisory LLC History Added to 6,869 709 0.12% 0.13% 361 +1,634 31.21% Q3 2026 Oct 02, 2026
Quantum Private Wealth, LLC History No change 5,315 708 0.18% 0.18% 362 0 0.0% Q2 2026 Jul 29, 2026
UPTICK PARTNERS, LLC History No change 5,277 703 0.11% 0.11% 363 0 0.0% Q2 2026 Aug 10, 2026
Blackhawk Capital Partners, LLC History No change 5,267 701 0.23% 0.23% 364 0 0.0% Q2 2026 Jul 20, 2026
Betterment LLC History No change 5,220 696 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 5,150 686 0.38% 0.38% 366 0 0.0% Q2 2026 Jul 13, 2026
Insight Advisors, LLC/ PA History No change 5,053 673 0.12% 0.12% 367 0 0.0% Q2 2026 Aug 05, 2026
Archford Capital Strategies, LLC History No change 5,030 670 0.07% 0.07% 368 0 0.0% Q2 2026 Jul 17, 2026
COZAD ASSET MANAGEMENT INC History No change 4,979 663 0.04% 0.04% 369 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 4,905 653 0.05% 0.05% 370 0 0.0% Q2 2026 Jul 28, 2026
Allied Private Wealth LLC History No change 5,254 644 0.41% 0.41% 371 0 0.0% Q2 2026 Jul 09, 2026
CASCADE INVESTMENT GROUP, INC. History No change 6,222 642 0.36% 0.46% 372 0 0.0% Q3 2026 Oct 13, 2026
Stirlingshire Investments, Inc. History No change 4,818 641 0.48% 0.48% 373 0 0.0% Q2 2026 Jul 31, 2026
Granite Bay Wealth Management, LLC History No change 4,711 628 0.06% 0.06% 374 0 0.0% Q2 2026 Aug 14, 2026
Investor's Fiduciary Advisor Network, LLC History No change 4,714 628 0.21% 0.21% 375 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 4,664 621 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 4,665 621 0.16% 0.16% 377 0 0.0% Q2 2026 Jul 15, 2026
OneDigital Investment Advisors LLC History No change 4,660 620 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 06, 2026
Darden Wealth Group Inc History No change 4,601 613 0.24% 0.24% 379 0 0.0% Q2 2026 Aug 06, 2026
WealthTrust Asset Management, LLC History No change 4,587 611 0.33% 0.33% 380 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth, LLC/TN History No change 4,927 607 0.31% 0.31% 381 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 4,555 588 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 27, 2026
CONDOR CAPITAL MANAGEMENT History No change 4,405 587 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 12, 2026
Spruce Point Capital Management, LLC History No change 4,347 579 1.0% 1.0% 384 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 4,300 572 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 4,206 560 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 4,191 558 0.33% 0.33% 387 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 4,530 556 0.03% 0.03% 388 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 4,121 549 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 04, 2026
Innovative Asset Advisors Group, LLC History No change 4,126 549 0.24% 0.24% 390 0 0.0% Q2 2026 Aug 05, 2026
Impact Partnership Wealth, LLC History No change 4,114 548 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,916 521 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,827 509 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 3,792 505 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 29, 2026
KKM Financial LLC History No change 3,762 501 0.07% 0.07% 395 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 3,743 498 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 3,641 485 0.13% 0.13% 397 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 3,646 485 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 3,609 484 0.06% 0.06% 399 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,588 478 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
Auxano Advisors, LLC History No change 3,593 478 0.09% 0.09% 401 0 0.0% Q2 2026 Aug 07, 2026
Barnes Wealth Management Group, Inc History No change 3,570 475 0.22% 0.22% 402 0 0.0% Q2 2026 Jul 24, 2026
Exit Wealth Advisors, LLC. History No change 3,518 468 0.21% 0.21% 403 0 0.0% Q2 2026 Aug 11, 2026
Balboa Wealth Partners History No change 3,496 465 0.06% 0.06% 404 0 0.0% Q2 2026 Aug 10, 2026
Summit Investment Advisory Services, LLC History No change 3,487 464 0.12% 0.12% 405 0 0.0% Q2 2026 Jul 24, 2026
Wood Tarver Financial Group, LLC History No change 3,470 462 0.11% 0.11% 406 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 3,427 456 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 3,415 455 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 3,395 452 0.06% 0.06% 409 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,390 451 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 17, 2026
Fulcrum Equity Management History No change 3,377 449 0.33% 0.33% 411 0 0.0% Q2 2026 Jul 09, 2026
Clear Harbor Asset Management, LLC History No change 3,350 446 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 3,318 442 0.04% 0.04% 413 0 0.0% Q2 2026 Jul 22, 2026
Certified Advisory Corp History No change 3,307 440 0.04% 0.04% 414 0 0.0% Q2 2026 Jul 16, 2026
Corient Private Wealth LP History No change 3,268 435 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,262 434 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 19, 2026
Medallion Wealth Advisors, LLC History No change 3,198 426 0.13% 0.13% 417 0 0.0% Q2 2026 Aug 14, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 3,188 424 0.26% 0.26% 418 0 0.0% Q2 2026 Jul 28, 2026
Strategic Financial Concepts, LLC History No change 3,137 418 0.12% 0.12% 419 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 3,116 415 0.22% 0.22% 420 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,021 402 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 06, 2026
HERBST GROUP, LLC History No change 3,000 399 0.22% 0.22% 422 0 0.0% Q2 2026 Jul 09, 2026
FIRST TRUST ADVISORS LP History No change 2,851 379 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
Private Advisory Group LLC History No change 2,796 372 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 06, 2026
Procyon Advisors, LLC History No change 2,669 355 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 2,629 350 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,610 347 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 10, 2026
Belvedere Trading LLC History No change 2,568 342 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 31, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 2,539 338 0.04% 0.04% 429 0 0.0% Q2 2026 Aug 25, 2026
Petix & Botte Co History No change 2,520 335 0.07% 0.07% 430 0 0.0% Q2 2026 Aug 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,527 334 0.04% 0.04% 431 0 0.0% Q2 2026 Aug 12, 2026
Mattern Wealth Management LLC History No change 2,500 333 0.05% 0.05% 432 0 0.0% Q2 2026 Jul 23, 2026
Optivise Advisory Services LLC History No change 2,444 325 0.16% 0.16% 433 0 0.0% Q2 2026 Jul 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,373 316 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 12, 2026
WEALTHSPAN PARTNERS, LLC History No change 2,369 315 0.1% 0.1% 435 0 0.0% Q2 2026 Aug 06, 2026
Boyer Financial Services, Inc. History No change 2,496 314 0.27% 0.27% 436 0 0.0% Q2 2026 Jul 17, 2026
Register Financial Advisors LLC History No change 2,317 308 0.09% 0.09% 437 0 0.0% Q2 2026 Jul 15, 2026
Southland Equity Partners LLC History No change 2,283 304 0.05% 0.05% 438 0 0.0% Q2 2026 Jul 13, 2026
Koshinski Asset Management, Inc. History No change 2,278 303 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 27, 2026
PATRON PARTNERS, LLC History No change 2,241 298 0.11% 0.11% 440 0 0.0% Q2 2026 Aug 11, 2026
Pinion Investment Advisors, LLC History No change 2,236 297 0.06% 0.06% 441 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 2,208 294 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 2,207 294 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 13, 2026
Advisor Resource Council History No change 2,320 294 0.08% 0.08% 444 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,212 294 0.0% 0.0% 445 0 0.0% Q2 2026 Sep 23, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 2,205 293 0.08% 0.08% 446 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 2,829 292 0.2% 0.24% 448 +226 8.68% Q3 2026 Oct 09, 2026
SIMON QUICK ADVISORS, LLC History No change 2,194 292 0.01% 0.01% 447 0 0.0% Q2 2026 Jul 28, 2026
Berkeley Capital Partners, LLC History No change 2,170 289 0.06% 0.06% 449 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 2,176 289 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 05, 2026
Garde Capital, Inc. History No change 2,168 288 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 31, 2026
Second Line Capital, LLC History No change 2,165 288 0.05% 0.05% 452 0 0.0% Q2 2026 Sep 02, 2026
GENTRY PRIVATE WEALTH, LLC History No change 2,145 285 0.15% 0.15% 453 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 2,125 283 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON DAVIS & CO., INC. History No change 2,110 281 0.17% 0.17% 455 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 2,043 272 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History New 2,598 268 0.07% — 457 +2,598 New Q3 2026 Oct 02, 2026
Lee Financial Co History No change 2,000 266 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 22, 2026
WORLD EQUITY GROUP, INC. History No change 1,991 265 0.06% 0.06% 459 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History No change 1,969 262 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 1,942 258 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 1,925 256 0.04% 0.04% 462 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,900 253 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 13, 2026
Mission Financial Group, LLC History No change 1,883 250 0.21% 0.21% 464 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 1,862 248 0.03% 0.03% 465 0 0.0% Q2 2026 Jul 23, 2026
Reliant Investment Partners, LLC History No change 1,864 248 0.17% 0.17% 466 0 0.0% Q2 2026 Aug 11, 2026
Cedrus Wealth Group LLC History No change 1,850 246 0.21% 0.21% 467 0 0.0% Q2 2026 Jul 30, 2026
Stratos Investment Management, LLC History No change 1,844 245 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 1,842 245 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 21, 2026
Naviter Wealth, LLC History No change 1,819 242 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 07, 2026
Formidable Asset Management, LLC History No change 2,143 237 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 1,783 237 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 1,772 236 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History No change 2,131 236 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 31, 2026
Busey Bank History No change 1,750 233 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History Reduced 2,242 231 0.01% 0.01% 477 -374 -14.3% Q3 2026 Oct 13, 2026
NORTHERN TRUST CORP History No change 1,741 231 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,739 231 0.0% 0.0% 478 0 0.0% Q2 2026 Sep 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,723 230 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History No change 1,724 229 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Added to 2,201 227 0.01% 0.01% 481 +41 1.9% Q3 2026 Oct 08, 2026
Lincoln Capital LLC History No change 2,207 227 0.04% 0.05% 482 0 0.0% Q3 2026 Oct 09, 2026
Segment Wealth Management, LLC History No change 1,700 226 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 16, 2026
MBE Wealth Management, LLC History No change 1,688 224 0.08% 0.08% 484 0 0.0% Q2 2026 Jul 24, 2026
WOLFF WIESE MAGANA LLC History No change 1,687 224 0.1% 0.1% 485 0 0.0% Q2 2026 Jul 13, 2026
Great Point Wealth Advisors, LLC History No change 1,667 222 0.04% 0.04% 486 0 0.0% Q2 2026 Jul 23, 2026
PVG ASSET MANAGEMENT CORP History No change 1,652 220 0.13% 0.13% 487 0 0.0% Q2 2026 Jul 01, 2026
Tower Research Capital LLC (TRC) History No change 1,640 218 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 11, 2026
Narus Financial Partners, LLC History No change 1,636 218 0.06% 0.06% 489 0 0.0% Q2 2026 Jul 31, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 1,641 218 0.04% 0.04% 490 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History No change 1,589 211 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 1,546 206 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 16, 2026
PGIM Custom Harvest LLC History No change 1,526 203 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,512 201 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
SP Asset Management LLC History No change 1,504 200 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 04, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,400 186 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 1,313 174 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 12, 2026
Founders Financial Alliance, LLC History No change 1,252 166 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 1,225 163 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 1,100 146 0.03% 0.03% 500 0 0.0% Q2 2026 Aug 03, 2026
REAP Financial Group, LLC History No change 1,074 143 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 04, 2026
Hills Bank & Trust Co History No change 1,008 134 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 987 131 0.05% 0.05% 503 0 0.0% Q2 2026 Jul 08, 2026
Turtle Creek Wealth Advisors, LLC History No change 990 131 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History Reduced 1,231 127 0.07% 0.13% 505 -642 -34.28% Q3 2026 Oct 09, 2026
Ankerstar Wealth, LLC History No change 861 114 0.1% 0.1% 506 0 0.0% Q2 2026 Aug 13, 2026
NI ACQUISITIONS COMPANY, LLC History No change 803 107 0.05% 0.05% 507 0 0.0% Q2 2026 Aug 05, 2026
Morse Asset Management, Inc History No change 800 106 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 759 101 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 750 99 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 06, 2026
Financial Network Wealth Advisors LLC History No change 693 92 0.09% 0.09% 511 0 0.0% Q2 2026 Jul 29, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 645 85 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 590 79 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 500 66 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 30, 2026
Truvestments Capital LLC History No change 492 65 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 12, 2026
10Elms LLP History No change 487 64 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 480 63 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 469 62 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 22, 2026
TD Capital Management LLC History No change 444 59 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 445 59 0.02% 0.02% 520 0 0.0% Q2 2026 Jul 31, 2026
Bravera Wealth History No change 445 59 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 437 57 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Co / SC History No change 412 54 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 384 51 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Bancorp, Inc. History No change 340 45 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 28, 2026
Cherry Tree Wealth Management, LLC History No change 345 45 0.01% 0.01% 526 0 0.0% Q2 2026 Sep 15, 2026
Rossby Financial, LCC History No change 297 39 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 337 34 0.0% 0.0% 528 0 0.0% Q3 2026 Oct 09, 2026
MATHER GROUP, LLC. History No change 248 33 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 253 33 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 252 33 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 244 32 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 10, 2026
Field & Main Bank History No change 229 30 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 19, 2026
Sankala Group LLC History No change 256 30 0.02% 0.02% 534 0 0.0% Q2 2026 Aug 18, 2026
GAMMA Investing LLC History No change 288 29 0.0% 0.0% 535 0 0.0% Q3 2026 Oct 08, 2026
Point Nemo Capital, LLC History No change 212 28 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 07, 2026
Meramec Financial Planners, LLC History No change 219 26 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 28, 2026
Downshift Financial, LLC History No change 250 25 0.01% 0.01% 538 0 0.0% Q3 2026 Oct 13, 2026
Financial Gravity Companies, Inc. History No change 186 24 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 05, 2026
Rakuten Securities, Inc. History No change 185 24 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 231 23 0.0% 0.0% 541 0 0.0% Q3 2026 Oct 13, 2026
EverSource Wealth Advisors, LLC History No change 147 19 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 140 18 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 118 15 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 129 15 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 101 13 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 98 13 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 23, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 100 13 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 22, 2026
Holos Integrated Wealth LLC History No change 100 12 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 15, 2026
CBIZ Investment Advisory Services, LLC History No change 103 11 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Wealth Advisory Group, LLC History No change 77 10 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 06, 2026
Wiser Advisor Group LLC History No change 70 9 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History No change 72 9 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 57 7 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 55 7 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 52 6 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 46 6 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 50 6 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History Reduced 56 5 0.0% 0.01% 560 -28 -33.33% Q3 2026 Oct 08, 2026
FINANCIAL CONSULATE, INC History No change 44 5 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 23, 2026
Banque Cantonale Vaudoise History No change 31,860 4 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 25 3 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 27, 2026
CGC Financial Services, LLC History New 24 2 0.0% — 566 +24 New Q3 2026 Oct 13, 2026
Oakworth Capital, Inc. History No change 23 2 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 20 2 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 20, 2026
Fortitude Family Office, LLC History No change 22 2 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 20, 2026
IAG Wealth Partners, LLC History No change 13 1 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 06, 2026
Fiduciary Alliance LLC History Closed out 0 0 — 0.23% — -25,745 -100.0% Q3 2026 Oct 13, 2026
Great Diamond Partners, LLC History Closed out 0 0 — 0.53% — -23,338 -100.0% Q3 2026 Oct 13, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Closed out 0 0 — 0.84% — -10,787 -100.0% Q3 2026 Oct 07, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.01% — -1,565 -100.0% Q3 2026 Oct 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026