FIRST TRUST EXCHANGE-TRADED FUND VI - FV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,527,840 | 419,452 | 0.02% | 0.02% | 1 | -65,224 | -1.17% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 3,298,431 | 250,284 | 0.06% | 0.05% | 2 | +197,578 | 6.37% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,428,631 | 184,284 | 0.03% | 0.04% | 3 | -794,695 | -24.65% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,746,363 | 132,513 | 0.17% | 0.16% | 4 | -101,036 | -5.47% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,695,696 | 128,669 | 0.03% | 0.03% | 5 | -86,760 | -4.87% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,199,927 | 91,050 | 0.01% | 0.01% | 6 | -54,051 | -4.31% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,157,404 | 87,823 | 0.01% | 0.01% | 7 | -23,237 | -1.97% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 742,094 | 56,310 | 0.01% | 0.01% | 8 | -15,525 | -2.05% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 646,596 | 49,072 | 0.06% | 0.06% | 9 | -74,277 | -10.3% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 604,871 | 45,897 | 7.37% | 6.92% | 10 | -4,627 | -0.76% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 596,001 | 45,230 | 0.66% | 0.61% | 11 | -35,577 | -5.63% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 568,217 | 43,116 | 0.37% | 0.37% | 12 | +5,853 | 1.04% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 552,680 | 41,937 | 0.12% | 0.12% | 13 | +2,792 | 0.51% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 487,338 | 36,979 | 0.07% | — | 14 | +487,338 | New | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Added to | 517,054 | 36,630 | 0.15% | 0.02% | 15 | +457,254 | 764.64% | Q2 2026 | Aug 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 478,783 | 36,330 | 17.37% | 15.39% | 16 | +10,529 | 2.25% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 477,376 | 36,223 | 0.08% | 0.08% | 17 | -43,943 | -8.43% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 416,105 | 31,572 | 0.03% | 0.02% | 18 | -6,551 | -1.55% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 403,313 | 30,603 | 0.03% | 0.03% | 19 | -327 | -0.08% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 395,929 | 30,043 | 0.05% | 0.04% | 20 | -19,581 | -4.71% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 393,649 | 29,870 | 0.17% | 0.15% | 21 | -4,854 | -1.22% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 362,245 | 27,487 | 0.01% | 0.01% | 22 | -26,947 | -6.92% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 285,409 | 21,660 | 0.2% | 0.18% | 23 | -19,976 | -6.54% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 282,564 | 21,440 | 0.03% | 0.03% | 24 | -60,618 | -17.66% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | Added to | 254,309 | 19,296 | 3.56% | 3.27% | 25 | +6,725 | 2.72% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 249,073 | 18,899 | 0.39% | 0.34% | 26 | +5,542 | 2.28% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 248,682 | 18,869 | 0.09% | 0.1% | 27 | -97,653 | -28.2% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 241,466 | 18,322 | 0.09% | 0.07% | 28 | -76 | -0.03% | Q2 2026 | Aug 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 216,663 | 16,440 | 6.97% | 6.11% | 29 | +13,383 | 6.58% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 239,257 | 14,460 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strid Group, LLC | History | Reduced | 187,639 | 14,238 | 1.58% | 1.48% | 31 | -10,460 | -5.28% | Q2 2026 | Jul 23, 2026 |
| Concentrum Wealth Management | History | Added to | 177,615 | 13,477 | 3.23% | 3.12% | 32 | +2,756 | 1.58% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 173,447 | 13,161 | 0.68% | 0.61% | 33 | -423 | -0.24% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 159,482 | 11,877 | 0.0% | 0.0% | 34 | +33,454 | 26.54% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 149,627 | 11,353 | 0.11% | 0.1% | 35 | -2,854 | -1.87% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 145,236 | 11,020 | 0.2% | 0.2% | 36 | +5,725 | 4.1% | Q2 2026 | Aug 06, 2026 |
| HFG Advisors, Inc. | History | Added to | 144,740 | 10,982 | 6.85% | 6.11% | 37 | +1,056 | 0.73% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 148,626 | 10,849 | 0.02% | 0.02% | 38 | -12,375 | -7.69% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 134,483 | 10,204 | 0.01% | 0.01% | 39 | -2,182 | -1.6% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 129,312 | 9,812 | 0.2% | 0.19% | 40 | -4,189 | -3.14% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 121,886 | 9,248 | 0.06% | 0.06% | 41 | -2,039 | -1.65% | Q2 2026 | Sep 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 120,655 | 9,155 | 0.15% | 0.15% | 42 | -6,273 | -4.94% | Q2 2026 | Jul 31, 2026 |
| Fusion Capital, LLC | History | Reduced | 120,396 | 9,135 | 2.12% | 1.96% | 43 | -30 | -0.02% | Q2 2026 | Aug 05, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 105,819 | 8,029 | 1.31% | 1.19% | 44 | -1,929 | -1.79% | Q2 2026 | Jul 30, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 103,673 | 7,866 | 0.47% | 0.51% | 45 | -110,957 | -51.7% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 101,122 | 7,673 | 0.08% | 0.07% | 46 | +2,397 | 2.43% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 99,688 | 7,564 | 0.0% | 0.0% | 47 | -1,534 | -1.52% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 98,210 | 7,452 | 0.13% | 0.13% | 48 | -3,199 | -3.15% | Q2 2026 | Jul 20, 2026 |
| PFG Investments, LLC | History | Added to | 92,939 | 7,052 | 0.27% | 0.24% | 49 | +5,996 | 6.9% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 93,647 | 6,857 | 0.0% | 0.0% | 50 | +4,546 | 5.1% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 84,352 | 6,400 | 0.02% | 0.02% | 51 | -3,312 | -3.78% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 84,050 | 6,377 | 0.01% | 0.01% | 52 | +2,126 | 2.6% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,921 | 5,760 | 0.01% | 0.01% | 53 | -11,172 | -12.83% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 74,572 | 5,658 | 0.01% | 0.01% | 54 | -347 | -0.46% | Q2 2026 | Aug 05, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 73,527 | 5,579 | 0.3% | 0.28% | 55 | -7,210 | -8.93% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 71,606 | 5,433 | 0.03% | 0.03% | 56 | -753 | -1.04% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 70,622 | 5,358 | 0.03% | 0.03% | 57 | +305 | 0.43% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Added to | 68,451 | 5,198 | 0.01% | 0.0% | 58 | +4,804 | 7.55% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 65,656 | 4,981 | 0.0% | 0.0% | 59 | -704 | -1.06% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 62,931 | 4,775 | 0.02% | 0.02% | 60 | -1,138 | -1.78% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 62,352 | 4,731 | 0.0% | 0.0% | 61 | -2,454 | -3.79% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 61,133 | 4,638 | 0.07% | — | 62 | +61,133 | New | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,956 | 4,625 | 0.14% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 60,464 | 4,587 | 0.48% | 0.44% | 64 | -398 | -0.65% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,829 | 4,539 | 0.04% | 0.03% | 65 | +402 | 0.68% | Q2 2026 | Jul 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 59,502 | 4,515 | 0.11% | 0.11% | 66 | +1,006 | 1.72% | Q2 2026 | Jul 31, 2026 |
| Stablepoint Partners, LLC | History | Added to | 58,863 | 4,466 | 0.62% | 0.5% | 67 | +2,673 | 4.76% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 55,419 | 4,205 | 0.0% | 0.0% | 68 | -3,205 | -5.47% | Q2 2026 | Aug 14, 2026 |
| Petix & Botte Co | History | Added to | 54,454 | 4,131 | 0.83% | 0.68% | 69 | +4,204 | 8.37% | Q2 2026 | Aug 04, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 54,063 | 4,102 | 1.46% | 1.47% | 70 | -2,360 | -4.18% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 53,308 | 4,045 | 0.05% | 0.06% | 71 | -3,868 | -6.77% | Q2 2026 | Jul 22, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 52,856 | 4,010 | 2.58% | 2.27% | 72 | +38 | 0.07% | Q2 2026 | Jul 27, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 51,617 | 3,916 | 2.56% | 2.27% | 73 | +533 | 1.04% | Q2 2026 | Aug 07, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 50,397 | 3,824 | 2.63% | 2.24% | 74 | +2,141 | 4.44% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 48,943 | 3,713 | 0.07% | 0.07% | 75 | -1,984 | -3.9% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 45,970 | 3,488 | 0.1% | 0.08% | 76 | +552 | 1.22% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 45,523 | 3,454 | 0.12% | — | 77 | +45,523 | New | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 44,211 | 3,354 | 0.22% | 0.2% | 78 | +1,102 | 2.56% | Q2 2026 | Jul 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 42,448 | 3,220 | 0.04% | 0.04% | 79 | -626 | -1.45% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,144 | 3,046 | 0.02% | 0.02% | 80 | -1,824 | -4.35% | Q2 2026 | Aug 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 40,124 | 3,044 | 1.26% | 1.3% | 81 | -4,825 | -10.73% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 40,005 | 3,035 | 0.0% | 0.01% | 82 | -114,714 | -74.14% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 39,835 | 3,022 | 0.12% | 0.11% | 83 | +147 | 0.37% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 39,693 | 3,011 | 0.06% | 0.05% | 84 | -80 | -0.2% | Q2 2026 | Jul 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 39,549 | 3,000 | 1.1% | 0.94% | 85 | -876 | -2.17% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 36,500 | 2,769 | 0.25% | 0.25% | 86 | -756 | -2.03% | Q2 2026 | Jul 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 35,886 | 2,723 | 0.06% | 0.06% | 87 | -425 | -1.17% | Q2 2026 | Aug 14, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 35,213 | 2,671 | 1.61% | 1.52% | 88 | -523 | -1.46% | Q2 2026 | Jul 23, 2026 |
| Tulsa Wealth Advisors, INC | History | Reduced | 33,996 | 2,579 | 0.36% | 0.36% | 89 | -431 | -1.25% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,188 | 2,518 | 0.03% | 0.03% | 90 | -1,060 | -3.1% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 31,431 | 2,384 | 0.06% | 0.05% | 91 | -47 | -0.15% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 30,551 | 2,318 | 0.06% | 0.06% | 92 | -745 | -2.38% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Reduced | 30,335 | 2,301 | 0.06% | 0.05% | 93 | -909 | -2.91% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,002 | 2,276 | 0.0% | 0.0% | 94 | -2,148 | -6.68% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 31,158 | 2,270 | 0.35% | 0.35% | 95 | -111 | -0.35% | Q2 2026 | Jul 30, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 29,798 | 2,261 | 0.41% | 0.37% | 96 | +1,755 | 6.26% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 28,634 | 2,172 | 0.03% | 0.04% | 97 | -9,316 | -24.55% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 28,477 | 2,160 | 0.14% | 0.13% | 98 | -1,084 | -3.67% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,962 | 2,121 | 0.0% | 0.0% | 99 | +10,587 | 60.93% | Q2 2026 | Aug 13, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 27,794 | 2,109 | 3.01% | 2.87% | 100 | +39 | 0.14% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 27,068 | 2,053 | 0.01% | 0.02% | 101 | +16,938 | 167.21% | Q2 2026 | Aug 10, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 26,013 | 1,973 | 0.69% | 0.6% | 102 | +561 | 2.2% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 25,480 | 1,933 | 0.04% | 0.04% | 103 | +7,333 | 40.41% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 25,066 | 1,902 | 0.0% | 0.0% | 104 | +3,032 | 13.76% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,049 | 1,824 | 0.0% | 0.0% | 105 | +16,167 | 205.11% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 23,999 | 1,821 | 0.41% | 0.4% | 106 | -1,391 | -5.48% | Q2 2026 | Jul 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,858 | 1,810 | 0.02% | 0.02% | 107 | -783 | -3.18% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Reduced | 23,363 | 1,772 | 0.02% | 0.02% | 108 | -2,037 | -8.02% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,769 | 1,727 | 0.01% | 0.01% | 109 | +345 | 1.54% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 21,795 | 1,653 | 0.05% | 0.05% | 110 | -249 | -1.13% | Q2 2026 | Jul 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 21,718 | 1,647 | 1.11% | 0.99% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Warner Group LLC | History | Added to | 21,669 | 1,644 | 0.4% | 0.43% | 112 | +10,634 | 96.37% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,409 | 1,624 | 0.02% | 0.02% | 113 | -647 | -2.93% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,157 | 1,605 | 0.05% | 0.05% | 114 | +138 | 0.66% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 20,880 | 1,584 | 0.05% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 20,627 | 1,565 | 0.03% | 0.03% | 116 | -1,025 | -4.73% | Q2 2026 | Aug 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 19,763 | 1,499 | 0.08% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 19,019 | 1,443 | 0.56% | 0.55% | 118 | -217 | -1.13% | Q2 2026 | Jul 30, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,556 | 1,408 | 0.01% | 0.01% | 119 | -300 | -1.59% | Q2 2026 | Jul 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,321 | 1,390 | 0.02% | 0.02% | 120 | -55 | -0.3% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,108 | 1,371 | 0.07% | 0.06% | 121 | -532 | -2.85% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | New | 17,999 | 1,365 | 0.25% | — | 122 | +17,999 | New | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 17,846 | 1,354 | 0.0% | 0.0% | 123 | +3,672 | 25.91% | Q2 2026 | Aug 14, 2026 |
| Ballew Advisors, Inc | History | Reduced | 18,421 | 1,335 | 0.69% | 0.66% | 125 | -154 | -0.83% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | Reduced | 21,041 | 1,335 | 0.02% | 0.02% | 124 | -7 | -0.03% | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 17,364 | 1,317 | 0.29% | 0.25% | 126 | -308 | -1.74% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Reduced | 16,945 | 1,285 | 0.01% | 0.0% | 127 | -853 | -4.79% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,844 | 1,278 | 0.01% | 0.01% | 128 | +1,087 | 6.9% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | New | 16,861 | 1,255 | 0.27% | — | 129 | +16,861 | New | Q2 2026 | Jul 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 16,284 | 1,235 | 0.06% | 0.06% | 130 | +229 | 1.43% | Q2 2026 | Jul 20, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 16,031 | 1,216 | 0.38% | 0.32% | 132 | -16,417 | -50.59% | Q2 2026 | Jul 27, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 16,027 | 1,216 | 0.16% | 0.14% | 133 | +405 | 2.59% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,029 | 1,216 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 15,940 | 1,209 | 0.0% | 0.0% | 134 | -17,370 | -52.15% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 15,314 | 1,162 | 0.65% | 0.62% | 135 | -265 | -1.7% | Q2 2026 | Jul 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 15,260 | 1,158 | 0.03% | 0.02% | 136 | +604 | 4.12% | Q2 2026 | Aug 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 14,866 | 1,128 | 0.31% | 0.28% | 137 | -2 | -0.01% | Q2 2026 | Aug 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 14,818 | 1,124 | 0.29% | 0.26% | 138 | +15 | 0.1% | Q2 2026 | Jul 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 14,720 | 1,116 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 14,720 | 1,116 | 0.07% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,592 | 1,107 | 0.0% | 0.0% | 141 | +1,099 | 8.14% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,500 | 1,100 | 0.07% | 0.07% | 142 | -172 | -1.17% | Q2 2026 | Jul 27, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 14,253 | 1,081 | 0.16% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Added to | 13,975 | 1,060 | 0.0% | 0.0% | 144 | +644 | 4.83% | Q2 2026 | Aug 03, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,492 | 1,023 | 0.18% | 0.16% | 145 | -376 | -2.71% | Q2 2026 | Aug 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 13,447 | 1,020 | 0.07% | 0.06% | 146 | -1,363 | -9.2% | Q2 2026 | Aug 14, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 13,433 | 1,019 | 0.13% | 0.95% | 147 | -90,130 | -87.03% | Q2 2026 | Jul 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 13,364 | 1,014 | 0.36% | 0.33% | 148 | -532 | -3.83% | Q2 2026 | Jul 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 13,052 | 990 | 0.47% | 0.43% | 149 | -50 | -0.38% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | Reduced | 12,896 | 978 | 0.06% | 0.05% | 150 | -23 | -0.18% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,674 | 961 | 0.05% | 0.04% | 151 | +943 | 8.04% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,594 | 955 | 0.04% | 0.04% | 152 | +291 | 2.37% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 12,358 | 937 | 0.04% | 0.05% | 153 | -2,023 | -14.07% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 12,171 | 923 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,153 | 922 | 0.0% | 0.0% | 155 | +833 | 7.36% | Q2 2026 | Jul 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,927 | 905 | 0.06% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,901 | 903 | 0.0% | 0.0% | 157 | -71 | -0.59% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,810 | 896 | 0.0% | — | 159 | +11,810 | New | Q2 2026 | Aug 18, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 4,478 | 896 | 0.64% | 0.55% | 158 | -7,156 | -61.51% | Q2 2026 | Jul 07, 2026 |
| ASSETMARK, INC | History | Added to | 11,602 | 880 | 0.0% | 0.0% | 160 | +844 | 7.85% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,587 | 879 | 0.02% | 0.01% | 161 | +6,030 | 108.51% | Q2 2026 | Jul 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 11,570 | 877 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,479 | 871 | 0.05% | 0.05% | 163 | -145 | -1.25% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11,197 | 849 | 0.24% | 0.22% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,938 | 829 | 0.0% | 0.0% | 165 | -50,034 | -82.06% | Q2 2026 | Sep 02, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 10,780 | 817 | 0.03% | 0.03% | 166 | -12 | -0.11% | Q2 2026 | Aug 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 10,674 | 809 | 0.28% | 0.25% | 167 | +645 | 6.43% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,618 | 805 | 0.01% | 0.0% | 168 | +1,033 | 10.78% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 10,353 | 785 | 0.05% | 0.05% | 169 | -286 | -2.69% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 10,210 | 774 | 0.01% | 0.01% | 170 | +567 | 5.88% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,179 | 772 | 0.04% | 0.04% | 171 | -226 | -2.17% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,008 | 759 | 0.03% | 0.03% | 172 | -495 | -4.71% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 9,954 | 755 | 0.01% | 0.01% | 173 | -2 | -0.02% | Q2 2026 | Jul 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,903 | 751 | 0.07% | 0.41% | 174 | -51,860 | -83.97% | Q2 2026 | Aug 10, 2026 |
| Tudor Financial Inc. | History | Reduced | 9,755 | 740 | 0.33% | 0.32% | 175 | -507 | -4.94% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,450 | 717 | 0.02% | 0.02% | 176 | -1,191 | -11.19% | Q2 2026 | Aug 10, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 9,295 | 705 | 0.62% | 0.57% | 177 | -340 | -3.53% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,057 | 687 | 0.03% | 0.02% | 178 | +370 | 4.26% | Q2 2026 | Aug 14, 2026 |
| HCR Wealth Advisors | History | No change | 9,045 | 686 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 8,969 | 680 | 0.24% | 0.36% | 180 | -5,796 | -39.25% | Q2 2026 | Jul 24, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 8,944 | 678 | 0.06% | 0.05% | 181 | -399 | -4.27% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | New | 8,693 | 659 | 0.01% | — | 182 | +8,693 | New | Q2 2026 | Aug 14, 2026 |
| IFS Group,LLC | History | Reduced | 8,597 | 652 | 0.9% | 0.47% | 183 | -108 | -1.24% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | Reduced | 8,476 | 643 | 0.02% | 0.02% | 184 | -229 | -2.63% | Q2 2026 | Jul 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 8,464 | 642 | 0.01% | 0.01% | 185 | -336 | -3.82% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,402 | 638 | 0.03% | 0.04% | 186 | -10,419 | -55.36% | Q2 2026 | Aug 14, 2026 |
| Carr Financial Group Corp | History | Added to | 8,234 | 624 | 0.14% | 0.1% | 187 | +2,112 | 34.5% | Q2 2026 | Aug 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 7,875 | 597 | 0.03% | 0.03% | 188 | -93 | -1.17% | Q2 2026 | Jul 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,869 | 597 | 0.02% | 0.02% | 189 | +1 | 0.01% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,866 | 596 | 0.01% | 0.01% | 190 | -456 | -5.48% | Q2 2026 | Jul 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,841 | 594 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 7,770 | 589 | 0.07% | 0.06% | 192 | -200 | -2.51% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 7,423 | 563 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 7,326 | 555 | 0.14% | — | 194 | +7,326 | New | Q2 2026 | Jul 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 7,313 | 554 | 0.11% | 0.1% | 196 | -200 | -2.66% | Q2 2026 | Aug 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,308 | 554 | 0.01% | 0.01% | 195 | +1 | 0.01% | Q2 2026 | Jul 21, 2026 |
| Bluespring Wealth Management, LLC | History | Reduced | 7,264 | 551 | 0.01% | 0.04% | 197 | -230 | -3.07% | Q2 2026 | Aug 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 7,250 | 550 | 0.03% | 0.02% | 198 | +2,250 | 45.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,317 | 547 | 0.12% | 0.1% | 199 | -3,219 | -70.97% | Q2 2026 | Aug 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 7,057 | 535 | 0.16% | 0.15% | 200 | -126 | -1.75% | Q2 2026 | Jul 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,023 | 532 | 0.07% | 0.08% | 201 | +43 | 0.62% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,157 | 466 | 0.05% | — | 202 | +6,157 | New | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 5,984 | 454 | 0.01% | — | 203 | +5,984 | New | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,310 | 444 | 0.01% | 0.01% | 204 | +609 | 10.68% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,746 | 436 | 0.01% | 0.0% | 205 | +461 | 8.72% | Q2 2026 | Aug 18, 2026 |
| NOVEM GROUP | History | Added to | 5,756 | 436 | 0.04% | 0.04% | 206 | +3 | 0.05% | Q2 2026 | Jul 21, 2026 |
| Manchester Capital Management LLC | History | No change | 5,700 | 432 | 0.06% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,661 | 429 | 0.04% | 0.05% | 208 | -1,973 | -25.84% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Added to | 5,635 | 427 | 0.0% | 0.0% | 209 | +2,654 | 89.03% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 5,484 | 416 | 0.34% | 0.69% | 210 | -7,193 | -56.74% | Q2 2026 | Aug 10, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,285 | 401 | 0.11% | 0.63% | 211 | -24,050 | -81.98% | Q2 2026 | Jul 24, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 5,128 | 389 | 0.2% | — | 212 | +5,128 | New | Q2 2026 | Jul 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 5,476 | 388 | 0.05% | 0.07% | 213 | -693 | -11.23% | Q2 2026 | Jul 24, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,972 | 377 | 0.1% | 0.09% | 214 | +86 | 1.76% | Q2 2026 | Jul 20, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 4,843 | 367 | 0.2% | 0.17% | 215 | +3 | 0.06% | Q2 2026 | Jul 27, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 4,814 | 365 | 0.29% | 0.26% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspen Investment Management Inc | History | New | 4,800 | 364 | 0.1% | — | 218 | +4,800 | New | Q2 2026 | Jul 17, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 4,801 | 364 | 0.2% | 0.22% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Van Diest Capital, LLC | History | New | 4,677 | 354 | 0.32% | — | 219 | +4,677 | New | Q2 2026 | Aug 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 4,650 | 352 | 0.02% | 0.02% | 220 | -1,150 | -19.83% | Q2 2026 | Aug 03, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,639 | 352 | 0.02% | 0.02% | 221 | -610 | -11.62% | Q2 2026 | Jul 20, 2026 |
| Gratus Wealth Advisors, LLC | History | New | 4,601 | 349 | 0.04% | — | 222 | +4,601 | New | Q2 2026 | Jul 20, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 4,501 | 341 | 0.05% | 0.06% | 223 | -1,098 | -19.61% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,447 | 337 | 0.01% | 0.02% | 224 | -9,148 | -67.29% | Q2 2026 | Jul 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 4,389 | 333 | 0.17% | 0.17% | 225 | -660 | -13.07% | Q2 2026 | Jul 27, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,322 | 327 | 0.11% | 0.12% | 226 | -211 | -4.65% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,266 | 323 | 0.0% | 0.0% | 227 | +504 | 13.4% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,216 | 319 | 0.0% | — | 228 | +4,216 | New | Q2 2026 | Aug 19, 2026 |
| Brookstone Capital Management | History | Added to | 4,166 | 316 | 0.0% | 0.0% | 229 | +169 | 4.23% | Q2 2026 | Jul 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,071 | 308 | 0.01% | 0.01% | 230 | -61 | -1.48% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,051 | 307 | 0.03% | 0.02% | 231 | +2 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 4,036 | 306 | 0.0% | — | 232 | +4,036 | New | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,018 | 304 | 0.0% | 0.0% | 233 | -1,134 | -22.01% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,980 | 302 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 3,750 | 284 | 0.19% | 0.17% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | Reduced | 3,738 | 283 | 0.02% | 0.08% | 236 | -16,421 | -81.46% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,825 | 278 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,648 | 276 | 0.01% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,621 | 275 | 0.0% | — | 239 | +3,621 | New | Q2 2026 | Jul 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 3,574 | 271 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,559 | 270 | 0.0% | 0.0% | 242 | +34 | 0.96% | Q2 2026 | Jul 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 4,476 | 270 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITY HOLDING CO | History | No change | 3,500 | 265 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| StoneX Group Inc. | History | Added to | 3,571 | 264 | 0.01% | 0.01% | 244 | +11 | 0.31% | Q2 2026 | Aug 12, 2026 |
| Equita Financial Network, Inc. | History | New | 3,450 | 261 | 0.07% | — | 246 | +3,450 | New | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,451 | 261 | 0.01% | 0.01% | 245 | +3 | 0.09% | Q2 2026 | Jul 09, 2026 |
| Brooklyn Investment Group | History | No change | 4,283 | 258 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,366 | 255 | 0.0% | — | 249 | +3,366 | New | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 3,366 | 255 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,292 | 249 | 0.0% | — | 250 | +3,292 | New | Q2 2026 | Aug 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | New | 3,272 | 248 | 0.02% | — | 251 | +3,272 | New | Q2 2026 | Aug 05, 2026 |
| Nicholson Wealth Management Group, LLC | History | New | 3,223 | 244 | 0.14% | — | 253 | +3,223 | New | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | Reduced | 3,223 | 244 | 0.0% | 0.01% | 252 | -500 | -13.43% | Q2 2026 | Jul 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,383 | 242 | 0.0% | 0.0% | 254 | -20 | -0.59% | Q2 2026 | Aug 06, 2026 |
| 360 Financial, Inc. | History | New | 3,167 | 240 | 0.06% | — | 256 | +3,167 | New | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | No change | 3,173 | 240 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 3,158 | 239 | 0.01% | — | 258 | +3,158 | New | Q2 2026 | Aug 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 3,157 | 239 | 0.01% | — | 257 | +3,157 | New | Q2 2026 | Aug 11, 2026 |
| Westbourne Investment Advisors, Inc. | History | New | 3,144 | 238 | 0.07% | — | 260 | +3,144 | New | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,142 | 238 | 0.0% | 0.0% | 259 | -389 | -11.02% | Q2 2026 | Aug 04, 2026 |
| Peak Planning Group, LLC | History | Reduced | 3,127 | 237 | 0.05% | 0.06% | 261 | -350 | -10.07% | Q2 2026 | Aug 12, 2026 |
| Berman McAleer LLC | History | New | 3,100 | 235 | 0.03% | — | 262 | +3,100 | New | Q2 2026 | Jul 16, 2026 |
| Gambit Capital Management, LLC | History | New | 3,075 | 233 | 0.14% | — | 263 | +3,075 | New | Q2 2026 | Aug 11, 2026 |
| Avantax Planning Partners, Inc. | History | New | 3,068 | 232 | 0.01% | — | 264 | +3,068 | New | Q2 2026 | Jul 28, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 3,028 | 229 | 0.01% | — | 265 | +3,028 | New | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,994 | 227 | 0.0% | — | 267 | +2,994 | New | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 227 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Professional Financial Advisors, LLC | History | New | 2,981 | 226 | 0.04% | — | 268 | +2,981 | New | Q2 2026 | Jul 09, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 2,890 | 219 | 0.02% | — | 269 | +2,890 | New | Q2 2026 | Jul 09, 2026 |
| SageOak Financial, LLC | History | New | 2,883 | 218 | 0.14% | — | 271 | +2,883 | New | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,874 | 218 | 0.0% | — | 270 | +2,874 | New | Q2 2026 | Jul 17, 2026 |
| Orgel Wealth Management, LLC | History | New | 2,851 | 216 | 0.0% | — | 272 | +2,851 | New | Q2 2026 | Jul 13, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | New | 2,845 | 215 | 0.08% | — | 274 | +2,845 | New | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 2,841 | 215 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,818 | 213 | 0.0% | — | 275 | +2,818 | New | Q2 2026 | Aug 05, 2026 |
| Signature Wealth Management Partners, LLC | History | New | 2,791 | 211 | 0.1% | — | 277 | +2,791 | New | Q2 2026 | Jul 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 2,782 | 211 | 0.13% | — | 278 | +2,782 | New | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,788 | 211 | 0.0% | 0.0% | 276 | -1,500 | -34.98% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,735 | 207 | 0.02% | — | 279 | +2,735 | New | Q2 2026 | Aug 12, 2026 |
| Elevation Wealth Management LLC | History | New | 2,716 | 206 | 0.15% | — | 280 | +2,716 | New | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,704 | 205 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Southland Equity Partners LLC | History | New | 2,656 | 201 | 0.04% | — | 282 | +2,656 | New | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,647 | 196 | 0.01% | 0.02% | 283 | -2,888 | -52.18% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,535 | 192 | 0.0% | 0.0% | 284 | -415 | -14.07% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,515 | 190 | 0.02% | 0.01% | 285 | +588 | 30.51% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,147 | 162 | 0.0% | 0.0% | 286 | +1,804 | 525.95% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,115 | 160 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,030 | 154 | 0.01% | 0.01% | 288 | +2 | 0.1% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | New | 2,023 | 153 | 0.01% | — | 289 | +2,023 | New | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,637 | 124 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | New | 1,624 | 123 | 0.02% | — | 291 | +1,624 | New | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,592 | 120 | 0.02% | 0.02% | 292 | +61 | 3.98% | Q2 2026 | Jul 02, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,577 | 119 | 0.02% | 0.02% | 293 | +1 | 0.06% | Q2 2026 | Jul 24, 2026 |
| Bullseye Investment Management, LLC | History | No change | 1,500 | 113 | 0.06% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,442 | 109 | 0.03% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,400 | 106 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | Added to | 1,376 | 104 | 0.07% | 0.06% | 297 | +1 | 0.07% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,698 | 102 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,328 | 100 | 0.08% | 0.07% | 299 | -3 | -0.23% | Q2 2026 | Jul 24, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 1,294 | 98 | 0.04% | 0.04% | 300 | +1 | 0.08% | Q2 2026 | Aug 17, 2026 |