FIRST TRUST EXCHANGE-TRADED FUND VI - FTHI
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 | 11,072,185 | 264,071 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,618,216 | 181,694 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,419,943 | 105,415 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,862,199 | 92,113 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,325,004 | 79,289 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,305,496 | 77,976 | 0.42% | 0.41% | 6 | +179,214 | 5.73% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,801,431 | 66,814 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 2,721,331 | 64,196 | 25.33% | 24.54% | 8 | +72,064 | 2.72% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 1,925,998 | 45,935 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,842,874 | 43,473 | 0.06% | 0.06% | 10 | -138,251 | -6.98% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 990,100 | 23,356 | 0.39% | 0.02% | 11 | +953,747 | 2623.57% | Q3 2026 | Nov 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 750,989 | 17,911 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 707,200 | 16,866 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 597,670 | 14,254 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 556,384 | 13,270 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 482,564 | 11,509 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | Added to | 482,586 | 11,384 | 0.75% | 0.7% | 17 | +42,197 | 9.58% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 454,615 | 10,724 | 0.08% | 0.04% | 18 | +233,589 | 105.68% | Q3 2026 | Oct 08, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 438,628 | 10,461 | 1.14% | 1.14% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sun Financial Inc | History | No change | 422,859 | 10,131 | 4.78% | 4.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 415,182 | 9,794 | 0.17% | 0.18% | 21 | +2,769 | 0.67% | Q3 2026 | Nov 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 409,600 | 9,768 | 0.23% | 0.23% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 402,531 | 9,600 | 0.66% | 0.66% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 388,647 | 9,168 | 0.02% | 0.03% | 24 | -145,162 | -27.19% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 365,630 | 8,625 | 0.02% | 0.02% | 25 | +120,639 | 49.24% | Q3 2026 | Nov 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 365,397 | 8,619 | 1.03% | 1.01% | 26 | +23,409 | 6.84% | Q3 2026 | Oct 28, 2026 |
| Archer Investment Corp | History | Added to | 324,409 | 7,652 | 1.4% | 1.2% | 27 | +68,390 | 26.71% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 314,224 | 7,494 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 311,223 | 7,422 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 303,003 | 7,226 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 298,104 | 7,032 | 0.01% | 0.01% | 31 | +12,636 | 4.43% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 293,695 | 7,004 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Added to | 283,433 | 6,686 | 0.53% | 0.51% | 33 | +25,074 | 9.71% | Q3 2026 | Oct 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 273,877 | 6,531 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 270,393 | 6,448 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 259,251 | 6,196 | 0.01% | 0.01% | 36 | +40,114 | 18.31% | Q3 2026 | Oct 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 253,694 | 5,984 | 4.64% | — | 37 | +253,694 | New | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 231,315 | 5,516 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 233,355 | 5,504 | 0.08% | 0.07% | 39 | +44,663 | 23.67% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 231,214 | 5,396 | 0.1% | 0.1% | 40 | +16,982 | 7.93% | Q3 2026 | Oct 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 208,256 | 4,912 | 1.38% | 1.48% | 41 | +1,607 | 0.78% | Q3 2026 | Oct 07, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 195,627 | 4,614 | 2.28% | 2.46% | 42 | -16,248 | -7.67% | Q3 2026 | Oct 26, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 189,146 | 4,511 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 182,900 | 4,260 | 0.06% | 0.05% | 44 | +39,701 | 27.72% | Q3 2026 | Nov 04, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 177,809 | 4,240 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 178,362 | 4,207 | 0.08% | 0.09% | 46 | -16,570 | -8.5% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 173,534 | 4,138 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 173,020 | 4,126 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARWA LLC | History | Added to | 171,902 | 4,118 | 1.51% | 1.16% | 49 | +54,889 | 46.91% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 171,580 | 4,047 | 0.03% | 0.03% | 50 | +5,599 | 3.37% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 169,192 | 4,035 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 163,360 | 3,896 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 144,902 | 3,455 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| &PARTNERS | History | No change | 143,090 | 3,409 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 137,965 | 3,290 | 1.36% | 1.36% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 133,880 | 3,158 | 1.93% | 1.87% | 56 | +7,220 | 5.7% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 127,618 | 3,010 | 0.19% | 0.18% | 57 | +2,984 | 2.39% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 125,269 | 2,955 | 0.0% | 0.0% | 58 | -2,234 | -1.75% | Q3 2026 | Nov 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 125,024 | 2,949 | 0.08% | 0.07% | 59 | +15,595 | 14.25% | Q3 2026 | Oct 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 121,534 | 2,866 | 0.83% | 0.64% | 60 | +30,814 | 33.97% | Q3 2026 | Oct 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 117,586 | 2,804 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 116,025 | 2,767 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 111,500 | 2,659 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goldstone Financial Group, LLC | History | No change | 110,177 | 2,627 | 0.24% | 0.24% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 108,088 | 2,577 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mission Financial Group, LLC | History | Added to | 108,140 | 2,551 | 2.02% | 2.07% | 66 | +3,563 | 3.41% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 102,951 | 2,455 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 99,913 | 2,356 | 1.4% | 3.57% | 68 | -153,325 | -60.55% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 97,871 | 2,308 | 0.09% | 0.09% | 69 | +5,048 | 5.44% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 96,385 | 2,298 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequent Planning LLC | History | No change | 91,757 | 2,188 | 0.47% | 0.47% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 85,020 | 2,005 | 0.02% | 0.02% | 72 | -452 | -0.53% | Q3 2026 | Oct 22, 2026 |
| DAVIDSON TRUST CO | History | Added to | 82,855 | 1,954 | 0.77% | 0.77% | 73 | +184 | 0.22% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 80,589 | 1,901 | 0.08% | 0.07% | 74 | +10,688 | 15.29% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 73,114 | 1,743 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 72,373 | 1,726 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fermata Advisors, LLC | History | Added to | 71,675 | 1,690 | 0.33% | 0.34% | 77 | +2,134 | 3.07% | Q3 2026 | Oct 09, 2026 |
| Triumph Capital Management | History | Added to | 70,934 | 1,673 | 0.29% | 0.29% | 78 | +3,459 | 5.13% | Q3 2026 | Oct 14, 2026 |
| Anchor Capital Management Group Inc | History | No change | 67,000 | 1,580 | 1.34% | 1.1% | 79 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LVZ, Inc. | History | Added to | 66,976 | 1,579 | 0.16% | 0.16% | 80 | +54 | 0.08% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 66,618 | 1,571 | 0.08% | 0.08% | 81 | -698 | -1.04% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 66,441 | 1,568 | 0.09% | 0.07% | 82 | +13,599 | 25.74% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 65,404 | 1,542 | 0.04% | 0.04% | 83 | +2,209 | 3.5% | Q3 2026 | Oct 08, 2026 |
| Balboa Wealth Partners | History | Added to | 63,780 | 1,504 | 0.2% | 0.19% | 84 | +4,173 | 7.0% | Q3 2026 | Oct 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 62,967 | 1,501 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 62,114 | 1,481 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 61,921 | 1,460 | 0.04% | 0.04% | 87 | +1,597 | 2.65% | Q3 2026 | Oct 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 61,010 | 1,455 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 57,319 | 1,352 | 0.02% | 0.01% | 89 | +29,148 | 103.47% | Q3 2026 | Oct 16, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 55,856 | 1,317 | 0.83% | 0.43% | 90 | +28,426 | 103.63% | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 53,178 | 1,268 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 53,671 | 1,266 | 0.45% | 0.46% | 92 | +237 | 0.44% | Q3 2026 | Oct 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 51,515 | 1,256 | 0.73% | 0.74% | 93 | -600 | -1.15% | Q3 2026 | Nov 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 49,661 | 1,184 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 49,188 | 1,160 | 0.4% | 0.53% | 95 | +531 | 1.09% | Q3 2026 | Oct 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 48,307 | 1,139 | 0.02% | 0.02% | 96 | +7,496 | 18.37% | Q3 2026 | Nov 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 47,238 | 1,114 | 0.01% | 0.01% | 97 | -3,684 | -7.23% | Q3 2026 | Oct 26, 2026 |
| Accel Wealth Management | History | Reduced | 46,961 | 1,107 | 0.24% | 0.25% | 98 | -40 | -0.09% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 45,359 | 1,081 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevation Wealth Management LLC | History | Added to | 45,650 | 1,076 | 0.73% | 0.81% | 100 | +71 | 0.16% | Q3 2026 | Nov 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 45,325 | 1,075 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 45,445 | 1,072 | 0.75% | 0.58% | 102 | +11,320 | 33.17% | Q3 2026 | Oct 30, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 43,857 | 1,045 | 0.21% | 0.21% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 42,030 | 1,002 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 41,531 | 990 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 40,098 | 956 | 0.29% | 0.29% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,473 | 954 | 0.01% | 0.01% | 107 | +1,284 | 3.28% | Q3 2026 | Oct 30, 2026 |
| Southland Equity Partners LLC | History | Added to | 39,753 | 937 | 0.16% | 0.15% | 108 | +3,543 | 9.78% | Q3 2026 | Oct 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 39,094 | 932 | 0.38% | 0.38% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 38,259 | 912 | 0.38% | 0.38% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 37,944 | 895 | 0.03% | — | 111 | +37,944 | New | Q3 2026 | Oct 26, 2026 |
| GTS SECURITIES LLC | History | No change | 37,156 | 886 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 36,571 | 872 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 36,353 | 867 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 36,030 | 849 | 0.08% | 0.08% | 115 | -1,358 | -3.63% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 32,484 | 774 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PMG Family Office LLC | History | Added to | 31,786 | 749 | 0.69% | 0.67% | 117 | +1,073 | 3.49% | Q3 2026 | Oct 19, 2026 |
| Belpointe Asset Management LLC | History | No change | 31,273 | 745 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 31,291 | 738 | 0.2% | 0.17% | 119 | +4,587 | 17.18% | Q3 2026 | Oct 02, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 30,514 | 719 | 0.13% | 0.12% | 120 | +3,334 | 12.27% | Q3 2026 | Oct 20, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 29,144 | 687 | 0.65% | 0.87% | 121 | -6,708 | -18.71% | Q3 2026 | Oct 07, 2026 |
| Capital Analysts, LLC | History | No change | 28,384 | 677 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Network Inc. | History | Added to | 28,160 | 664 | 0.17% | 0.17% | 123 | +830 | 3.04% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 28,083 | 662 | 0.02% | — | 124 | +28,083 | New | Q3 2026 | Oct 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,334 | 651 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | Reduced | 26,973 | 636 | 0.26% | 0.28% | 126 | -205 | -0.75% | Q3 2026 | Oct 30, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 26,523 | 625 | 0.09% | 0.07% | 127 | +8,046 | 43.55% | Q3 2026 | Oct 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 25,985 | 619 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,503 | 608 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,265 | 578 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 23,575 | 562 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KKM Financial LLC | History | No change | 23,597 | 562 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,120 | 551 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Reduced | 23,028 | 543 | 0.05% | 0.06% | 134 | -22 | -0.1% | Q3 2026 | Oct 19, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 22,711 | 541 | 0.15% | 0.15% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 22,398 | 534 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 21,935 | 523 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 21,372 | 509 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,317 | 508 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 20,900 | 493 | 0.22% | 0.23% | 140 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | Added to | 20,848 | 491 | 0.48% | 0.47% | 141 | +762 | 3.79% | Q3 2026 | Nov 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 20,752 | 489 | 0.03% | 0.04% | 142 | -4,660 | -18.34% | Q3 2026 | Oct 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 20,214 | 482 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 20,169 | 481 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 20,136 | 475 | 0.08% | 0.09% | 145 | -304 | -1.49% | Q3 2026 | Oct 22, 2026 |
| WESBANCO BANK INC | History | Reduced | 19,739 | 465 | 0.02% | 0.02% | 146 | -10,300 | -34.29% | Q3 2026 | Nov 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,719 | 465 | 0.01% | 0.01% | 147 | +712 | 3.75% | Q3 2026 | Oct 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 19,373 | 462 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 19,102 | 450 | 0.02% | 0.02% | 149 | +1,281 | 7.19% | Q3 2026 | Oct 16, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 18,650 | 444 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Everest Financial Group LLC | History | No change | 18,500 | 441 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,478 | 440 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 18,046 | 430 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 17,796 | 424 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 17,414 | 415 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Advocates, LLC | History | Added to | 17,100 | 403 | 0.35% | 0.34% | 156 | +300 | 1.79% | Q3 2026 | Nov 05, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 16,642 | 396 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 16,434 | 393 | 0.07% | 0.07% | 158 | +2,384 | 16.97% | Q3 2026 | Oct 09, 2026 |
| StoneX Group Inc. | History | No change | 16,179 | 381 | 0.01% | 0.02% | 159 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 15,828 | 377 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 15,501 | 365 | 0.17% | 0.19% | 161 | -1,253 | -7.48% | Q3 2026 | Nov 03, 2026 |
| Thompson David Blair | History | No change | 15,214 | 362 | 0.18% | 0.18% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 15,062 | 355 | 0.03% | 0.04% | 163 | -9,246 | -38.04% | Q3 2026 | Oct 28, 2026 |
| Sachetta, LLC | History | No change | 14,544 | 346 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 14,357 | 338 | 0.1% | 0.1% | 165 | -2,632 | -15.49% | Q3 2026 | Oct 27, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 14,256 | 336 | 0.03% | 0.03% | 166 | +173 | 1.23% | Q3 2026 | Oct 09, 2026 |
| Van Diest Capital, LLC | History | No change | 13,582 | 323 | 0.29% | 0.29% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,600 | 320 | 0.03% | 0.03% | 168 | +938 | 7.41% | Q3 2026 | Oct 14, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 13,360 | 318 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 13,137 | 313 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHANNEL WEALTH LLC | History | No change | 13,142 | 313 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 13,248 | 312 | 0.07% | 0.06% | 173 | +2,112 | 18.97% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 13,107 | 312 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,243 | 289 | 0.0% | 0.0% | 174 | +10 | 0.08% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 12,023 | 286 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,043 | 284 | 0.09% | 0.09% | 177 | +91 | 0.76% | Q3 2026 | Oct 29, 2026 |
| Ignite Planners, LLC | History | No change | 12,050 | 284 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 11,848 | 282 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 11,326 | 267 | 0.15% | 0.15% | 180 | +31 | 0.27% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,353 | 267 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PFG Investments, LLC | History | No change | 11,088 | 264 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 10,951 | 261 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 10,794 | 257 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,786 | 257 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 10,932 | 257 | 0.13% | 0.14% | 185 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 10,813 | 255 | 0.16% | 0.16% | 186 | +237 | 2.24% | Q3 2026 | Oct 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,435 | 248 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,436 | 246 | 0.0% | 0.0% | 188 | +9 | 0.09% | Q3 2026 | Oct 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 10,279 | 242 | 0.05% | 0.05% | 189 | +38 | 0.37% | Q3 2026 | Oct 26, 2026 |
| Ferguson Shapiro LLC | History | Added to | 10,257 | 241 | 0.07% | 0.07% | 190 | +230 | 2.29% | Q3 2026 | Oct 16, 2026 |
| PFG Advisors | History | Reduced | 10,026 | 236 | 0.01% | 0.01% | 191 | -1,638 | -14.04% | Q3 2026 | Oct 15, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 10,000 | 235 | 0.08% | 0.09% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| United Advisor Group, LLC | History | New | 9,668 | 228 | 0.02% | — | 193 | +9,668 | New | Q3 2026 | Nov 02, 2026 |
| Accurate Wealth Management, LLC | History | New | 9,269 | 222 | 0.02% | — | 194 | +9,269 | New | Q3 2026 | Oct 20, 2026 |
| MBE Wealth Management, LLC | History | New | 9,157 | 216 | 0.08% | — | 197 | +9,157 | New | Q3 2026 | Oct 26, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,080 | 216 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 9,090 | 216 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 8,443 | 201 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dunhill Financial, LLC | History | No change | 7,102 | 169 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYM FINANCIAL Corp | History | New | 7,000 | 165 | 0.01% | — | 200 | +7,000 | New | Q3 2026 | Oct 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,025 | 143 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 5,767 | 136 | 0.01% | — | 203 | +5,767 | New | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,802 | 136 | 0.0% | 0.0% | 202 | +2,690 | 86.44% | Q3 2026 | Nov 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 5,749 | 135 | 0.22% | 0.11% | 204 | -6,844 | -54.35% | Q3 2026 | Oct 14, 2026 |
| James T. Borello RIA | History | New | 5,756 | 135 | 0.03% | — | 205 | +5,756 | New | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,606 | 132 | 0.0% | 0.0% | 206 | +1,527 | 37.44% | Q3 2026 | Nov 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,300 | 126 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,416 | 104 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,205 | 100 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | New | 4,046 | 95 | 0.01% | — | 210 | +4,046 | New | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3,060 | 72 | 0.05% | 0.05% | 211 | +181 | 6.29% | Q3 2026 | Oct 09, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,996 | 70 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,699 | 64 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,797 | 42 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 1,779 | 41 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,209 | 28 | 0.0% | 0.0% | 216 | -156 | -11.43% | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | No change | 1,129 | 26 | 0.0% | 0.07% | 217 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Benson Wealth Management INC | History | No change | 884 | 21 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 750 | 17 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 734 | 17 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 755 | 17 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 559 | 13 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 550 | 13 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ASSETMARK, INC | History | Reduced | 519 | 12 | 0.0% | 0.0% | 224 | -4 | -0.76% | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 404 | 9 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 403 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | No change | 260 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | Reduced | 177 | 4 | 0.0% | 0.0% | 228 | -211 | -54.38% | Q3 2026 | Oct 02, 2026 |
| BFC Planning, Inc. | History | No change | 130 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 120 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 91 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -226,905 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,543 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,990 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,602 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Canton Hathaway, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |