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 | No change | 5,527,840 | 419,452 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,298,431 | 250,284 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,428,631 | 184,284 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,695,696 | 128,669 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,708,140 | 125,368 | 0.16% | 0.17% | 5 | -38,223 | -2.19% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 1,199,927 | 91,050 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,157,404 | 87,823 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 742,094 | 56,310 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 697,431 | 52,332 | 0.68% | 0.66% | 9 | +101,430 | 17.02% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 646,596 | 49,072 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 604,871 | 45,897 | 7.37% | 7.37% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 596,310 | 43,766 | 0.3% | 0.37% | 12 | +28,093 | 4.94% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 552,680 | 41,937 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 487,338 | 36,979 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 517,054 | 36,630 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 479,226 | 35,172 | 14.09% | 17.37% | 16 | +443 | 0.09% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 468,060 | 34,353 | 0.08% | 0.08% | 17 | -9,316 | -1.95% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 416,105 | 31,572 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 403,313 | 30,603 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 395,929 | 30,043 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 388,173 | 28,489 | 0.15% | 0.17% | 21 | -5,476 | -1.39% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 362,245 | 27,487 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 285,409 | 21,660 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 282,564 | 21,440 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | Added to | 261,274 | 19,176 | 2.97% | 3.56% | 25 | +6,965 | 2.74% | Q3 2026 | Oct 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 249,073 | 18,899 | 0.39% | 0.39% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 248,682 | 18,869 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 241,466 | 18,322 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 222,184 | 16,307 | 6.77% | 6.97% | 29 | +5,521 | 2.55% | Q3 2026 | Oct 29, 2026 |
| Strid Group, LLC | History | Reduced | 187,331 | 13,749 | 1.5% | 1.58% | 30 | -308 | -0.16% | Q3 2026 | Oct 28, 2026 |
| Concentrum Wealth Management | History | No change | 177,615 | 13,477 | 3.23% | 3.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 173,447 | 13,161 | 0.68% | 0.68% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 159,482 | 11,877 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 149,627 | 11,353 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 151,473 | 11,117 | 0.18% | 0.2% | 35 | +6,237 | 4.29% | Q3 2026 | Nov 04, 2026 |
| HFG Advisors, Inc. | History | No change | 144,740 | 10,982 | 6.85% | 6.85% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 138,316 | 10,267 | 0.02% | 0.02% | 37 | -10,310 | -6.94% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 134,483 | 10,204 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 121,886 | 9,248 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 122,424 | 8,985 | 0.18% | 0.2% | 40 | -6,888 | -5.33% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 120,555 | 8,848 | 0.15% | 0.15% | 41 | -100 | -0.08% | Q3 2026 | Oct 28, 2026 |
| Fusion Capital, LLC | History | Reduced | 119,556 | 8,774 | 1.92% | 2.12% | 42 | -840 | -0.7% | Q3 2026 | Oct 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 103,673 | 7,866 | 0.47% | 0.47% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 105,608 | 7,751 | 1.26% | 1.31% | 44 | -211 | -0.2% | Q3 2026 | Oct 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 101,122 | 7,673 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 101,336 | 7,437 | 0.0% | 0.0% | 46 | +1,648 | 1.65% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 98,132 | 7,202 | 0.12% | 0.13% | 47 | -78 | -0.08% | Q3 2026 | Oct 16, 2026 |
| PFG Investments, LLC | History | No change | 92,939 | 7,052 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 93,647 | 6,857 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,437 | 6,637 | 0.02% | 0.02% | 50 | +6,085 | 7.21% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 84,050 | 6,377 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 79,396 | 5,827 | 0.34% | — | 52 | +79,396 | New | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 71,606 | 5,433 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 70,622 | 5,358 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 72,951 | 5,354 | 0.01% | 0.01% | 55 | -1,621 | -2.17% | Q3 2026 | Nov 05, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 71,985 | 5,283 | 0.27% | 0.3% | 56 | -1,542 | -2.1% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,656 | 4,981 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 62,931 | 4,775 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,133 | 4,638 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stablepoint Partners, LLC | History | Added to | 62,383 | 4,578 | 0.62% | 0.62% | 60 | +3,520 | 5.98% | Q3 2026 | Nov 03, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,956 | 4,473 | 0.13% | 0.14% | 61 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 60,903 | 4,470 | 0.1% | 0.11% | 62 | +1,401 | 2.35% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,109 | 4,411 | 0.03% | 0.04% | 63 | +280 | 0.47% | Q3 2026 | Oct 08, 2026 |
| Claro Advisors Inc. | History | Reduced | 60,073 | 4,409 | 0.43% | 0.48% | 64 | -391 | -0.65% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Reduced | 59,480 | 4,365 | 0.0% | 0.0% | 65 | -2,872 | -4.61% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 55,419 | 4,205 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 56,731 | 4,163 | 0.0% | 0.01% | 67 | -19,190 | -25.28% | Q3 2026 | Oct 30, 2026 |
| Petix & Botte Co | History | No change | 54,454 | 4,131 | 0.83% | 0.83% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 53,784 | 3,947 | 2.57% | 2.58% | 69 | +928 | 1.76% | Q3 2026 | Oct 27, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 51,617 | 3,916 | 2.56% | 2.56% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 53,248 | 3,908 | 0.0% | 0.01% | 71 | -15,203 | -22.21% | Q3 2026 | Nov 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 52,603 | 3,860 | 0.04% | 0.05% | 72 | -705 | -1.32% | Q3 2026 | Oct 23, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 52,251 | 3,834 | 1.3% | 1.46% | 73 | -1,812 | -3.35% | Q3 2026 | Oct 21, 2026 |
| Mutual Advisors, LLC | History | No change | 48,943 | 3,713 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 49,251 | 3,614 | 2.22% | 2.63% | 75 | -1,146 | -2.27% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 45,523 | 3,454 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 46,184 | 3,389 | 0.1% | 0.1% | 77 | +214 | 0.47% | Q3 2026 | Oct 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 43,991 | 3,228 | 0.21% | 0.22% | 78 | -220 | -0.5% | Q3 2026 | Oct 08, 2026 |
| Composition Wealth, LLC | History | No change | 42,448 | 3,220 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 42,584 | 3,125 | 0.12% | 0.12% | 80 | +2,749 | 6.9% | Q3 2026 | Oct 26, 2026 |
| Equitable Holdings, Inc. | History | No change | 40,144 | 3,046 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 40,124 | 3,044 | 1.26% | 1.26% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 40,005 | 3,035 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 40,441 | 2,968 | 1.13% | 1.1% | 84 | +892 | 2.26% | Q3 2026 | Oct 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 37,739 | 2,769 | 0.05% | 0.06% | 85 | -1,954 | -4.92% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 35,886 | 2,723 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 35,650 | 2,616 | 0.24% | 0.25% | 87 | -850 | -2.33% | Q3 2026 | Nov 02, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 35,251 | 2,587 | 1.56% | 1.61% | 88 | +38 | 0.11% | Q3 2026 | Oct 20, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 33,996 | 2,579 | 0.36% | 0.36% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,431 | 2,384 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 31,620 | 2,357 | 0.38% | 0.35% | 91 | +462 | 1.48% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,282 | 2,295 | 0.02% | 0.03% | 92 | -1,906 | -5.74% | Q3 2026 | Oct 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 30,002 | 2,276 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 29,798 | 2,261 | 0.41% | 0.41% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 30,265 | 2,221 | 0.06% | 0.06% | 95 | -286 | -0.94% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 28,634 | 2,172 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 28,477 | 2,160 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 29,272 | 2,138 | 0.06% | 0.06% | 98 | -1,063 | -3.5% | Q3 2026 | Oct 23, 2026 |
| Quantinno Capital Management LP | History | No change | 27,962 | 2,121 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 27,068 | 2,053 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 26,875 | 1,972 | 2.97% | 3.01% | 101 | -919 | -3.31% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25,480 | 1,933 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 26,158 | 1,919 | 0.68% | 0.69% | 103 | +145 | 0.56% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 25,066 | 1,902 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,049 | 1,824 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 24,159 | 1,773 | 0.02% | 0.02% | 106 | +796 | 3.41% | Q3 2026 | Oct 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,707 | 1,739 | 0.02% | 0.02% | 107 | -151 | -0.63% | Q3 2026 | Oct 26, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 22,769 | 1,727 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 21,718 | 1,647 | 1.11% | 1.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Warner Group LLC | History | No change | 21,669 | 1,644 | 0.4% | 0.4% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,409 | 1,624 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 21,157 | 1,605 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 21,658 | 1,589 | 0.34% | 0.41% | 113 | -2,341 | -9.75% | Q3 2026 | Oct 13, 2026 |
| Argent Trust Co | History | No change | 20,880 | 1,584 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 20,627 | 1,565 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 20,986 | 1,540 | 0.04% | 0.05% | 116 | -809 | -3.71% | Q3 2026 | Oct 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 19,763 | 1,499 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kiker Wealth Management, LLC | History | No change | 19,019 | 1,443 | 0.56% | 0.56% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,108 | 1,371 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | No change | 17,999 | 1,365 | 0.25% | 0.25% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | No change | 17,846 | 1,354 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,266 | 1,340 | 0.01% | 0.01% | 122 | -290 | -1.56% | Q3 2026 | Oct 14, 2026 |
| World Investment Advisors | History | No change | 21,041 | 1,335 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 17,999 | 1,333 | 0.66% | 0.69% | 124 | -422 | -2.29% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | No change | 16,945 | 1,285 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 16,844 | 1,278 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 16,461 | 1,230 | 0.27% | 0.27% | 127 | -400 | -2.37% | Q3 2026 | Oct 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,029 | 1,216 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 16,027 | 1,216 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,556 | 1,215 | 0.03% | 0.02% | 130 | +4,969 | 42.88% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 15,940 | 1,209 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 15,831 | 1,161 | 0.37% | 0.38% | 132 | -200 | -1.25% | Q3 2026 | Oct 29, 2026 |
| Advisory Alpha, LLC | History | No change | 15,260 | 1,158 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,740 | 1,155 | 0.04% | 0.04% | 134 | +3,146 | 24.98% | Q3 2026 | Oct 23, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 15,682 | 1,151 | 0.25% | 0.29% | 135 | -1,682 | -9.69% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,624 | 1,146 | 0.02% | 0.02% | 136 | -2,697 | -14.72% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 14,933 | 1,133 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 14,866 | 1,128 | 0.31% | 0.31% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 14,738 | 1,118 | 0.15% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,178 | 1,114 | 0.05% | 0.06% | 140 | -1,106 | -6.79% | Q3 2026 | Oct 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 15,093 | 1,107 | 0.61% | 0.65% | 142 | -221 | -1.44% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,592 | 1,107 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 14,818 | 1,087 | 0.27% | 0.29% | 143 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 14,780 | 1,084 | 0.01% | 0.01% | 144 | +60 | 0.41% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 14,780 | 1,084 | 0.06% | 0.07% | 145 | +60 | 0.41% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 13,975 | 1,060 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,236 | 1,044 | 0.08% | 0.07% | 147 | -264 | -1.82% | Q3 2026 | Oct 28, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 13,925 | 1,022 | 0.16% | 0.16% | 148 | -328 | -2.3% | Q3 2026 | Oct 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 13,447 | 1,020 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 13,433 | 1,019 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 13,052 | 990 | 0.47% | 0.47% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | No change | 12,896 | 978 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,298 | 975 | 0.17% | 0.18% | 153 | -194 | -1.44% | Q3 2026 | Oct 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 13,238 | 971 | 0.35% | 0.36% | 154 | -126 | -0.94% | Q3 2026 | Oct 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,358 | 937 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,901 | 903 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,810 | 896 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,153 | 891 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 11,570 | 877 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,927 | 875 | 0.05% | 0.06% | 160 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 11,482 | 842 | 0.26% | 0.28% | 161 | +808 | 7.57% | Q3 2026 | Nov 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,446 | 840 | 0.04% | 0.04% | 162 | -725 | -5.96% | Q3 2026 | Nov 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,456 | 840 | 0.05% | 0.05% | 163 | -23 | -0.2% | Q3 2026 | Oct 30, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 11,425 | 838 | 0.54% | 0.64% | 164 | +6,947 | 155.14% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Reduced | 11,329 | 831 | 0.0% | 0.0% | 165 | -273 | -2.35% | Q3 2026 | Oct 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,938 | 829 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11,197 | 821 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,780 | 817 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,618 | 805 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 10,210 | 774 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,379 | 761 | 0.04% | 0.04% | 171 | +200 | 1.96% | Q3 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,353 | 759 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 9,903 | 751 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tudor Financial Inc. | History | No change | 9,755 | 740 | 0.33% | 0.33% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,000 | 733 | 0.03% | 0.03% | 175 | -8 | -0.08% | Q3 2026 | Nov 04, 2026 |
| Redwood Family Wealth LLC | History | Added to | 9,776 | 717 | 0.63% | 0.62% | 177 | +481 | 5.17% | Q3 2026 | Oct 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,450 | 717 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | New | 9,576 | 702 | 0.05% | — | 178 | +9,576 | New | Q3 2026 | Oct 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,057 | 687 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 8,944 | 678 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HCR Wealth Advisors | History | No change | 9,045 | 663 | 0.05% | 0.06% | 181 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| XTX Topco Ltd | History | No change | 8,693 | 659 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 8,969 | 658 | 0.23% | 0.24% | 183 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| IFS Group,LLC | History | No change | 8,597 | 652 | 0.9% | 0.9% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisors Capital Management, LLC | History | No change | 8,464 | 642 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,402 | 638 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 8,520 | 625 | 0.02% | 0.02% | 187 | +44 | 0.52% | Q3 2026 | Oct 30, 2026 |
| Carr Financial Group Corp | History | No change | 8,234 | 624 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,869 | 597 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,866 | 596 | 0.01% | 0.01% | 190 | 0 | 0.0% | 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 |
| Glenview Trust Co | History | New | 8,081 | 593 | 0.01% | — | 192 | +8,081 | New | Q3 2026 | Oct 28, 2026 |
| Sargent Investment Group, LLC | History | No change | 7,770 | 589 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 7,875 | 577 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 7,313 | 554 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,264 | 551 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 7,250 | 550 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds, LLC. | History | No change | 1,317 | 547 | 0.12% | 0.12% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 7,423 | 544 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,308 | 536 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 7,023 | 532 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,102 | 521 | 0.0% | 0.01% | 202 | +1,118 | 18.68% | Q3 2026 | Oct 28, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 6,907 | 506 | 0.26% | 0.2% | 203 | +1,779 | 34.69% | Q3 2026 | Oct 19, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 6,850 | 502 | 0.17% | 0.16% | 204 | -207 | -2.93% | Q3 2026 | Oct 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 6,810 | 499 | 0.12% | 0.14% | 205 | -516 | -7.04% | Q3 2026 | Oct 19, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,510 | 485 | 0.01% | 0.01% | 206 | +200 | 3.17% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,157 | 466 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,241 | 458 | 0.0% | 0.0% | 208 | +2,620 | 72.36% | Q3 2026 | Oct 26, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,746 | 436 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 5,635 | 427 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOVEM GROUP | History | Reduced | 5,701 | 418 | 0.04% | 0.04% | 212 | -55 | -0.96% | Q3 2026 | Oct 19, 2026 |
| Manchester Capital Management LLC | History | No change | 5,700 | 418 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| James T. Borello RIA | History | No change | 5,658 | 415 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 5,476 | 401 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,141 | 377 | 0.04% | 0.04% | 215 | -520 | -9.19% | Q3 2026 | Oct 19, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,041 | 369 | 0.1% | 0.11% | 216 | -244 | -4.62% | Q3 2026 | Oct 19, 2026 |
| Independent Wealth Network Inc. | History | Added to | 5,004 | 367 | 0.09% | 0.1% | 217 | +32 | 0.64% | Q3 2026 | Oct 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,991 | 366 | 0.02% | 0.05% | 218 | -7,683 | -60.62% | Q3 2026 | Nov 04, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 4,992 | 366 | 0.06% | 0.05% | 219 | +491 | 10.91% | Q3 2026 | Nov 03, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 4,906 | 360 | 0.28% | 0.34% | 220 | -578 | -10.54% | Q3 2026 | Oct 20, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 4,843 | 355 | 0.2% | 0.2% | 221 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Van Diest Capital, LLC | History | No change | 4,677 | 354 | 0.32% | 0.32% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 4,814 | 353 | 0.29% | 0.29% | 223 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 4,650 | 352 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspen Investment Management Inc | History | No change | 4,800 | 352 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 4,793 | 351 | 0.19% | 0.2% | 226 | -8 | -0.17% | Q3 2026 | Oct 09, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,426 | 335 | 0.05% | 0.04% | 227 | -50 | -1.12% | Q3 2026 | Nov 03, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,415 | 327 | 0.01% | 0.02% | 228 | -224 | -4.83% | Q3 2026 | Oct 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 4,447 | 326 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,266 | 323 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,216 | 319 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 4,342 | 318 | 0.02% | 0.01% | 232 | +1,314 | 43.39% | Q3 2026 | Nov 03, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 4,329 | 317 | 0.17% | 0.17% | 234 | -60 | -1.37% | Q3 2026 | Oct 23, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,322 | 317 | 0.12% | 0.11% | 233 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Added to | 4,266 | 313 | 0.0% | 0.0% | 235 | +100 | 2.4% | Q3 2026 | Oct 22, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,071 | 308 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 4,196 | 307 | 0.04% | 0.04% | 238 | -405 | -8.8% | Q3 2026 | Oct 26, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 4,051 | 307 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 4,036 | 306 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,018 | 304 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | New | 4,074 | 299 | 0.05% | — | 241 | +4,074 | New | Q3 2026 | Oct 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,980 | 292 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 3,951 | 289 | 0.01% | — | 243 | +3,951 | New | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,825 | 283 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 3,559 | 270 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,648 | 267 | 0.0% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 3,574 | 262 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CITY HOLDING CO | History | No change | 3,500 | 256 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| StoneX Group Inc. | History | Reduced | 3,460 | 253 | 0.01% | 0.01% | 249 | -111 | -3.11% | Q3 2026 | Nov 03, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,451 | 253 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Scheeler Financial LLC | History | New | 3,437 | 252 | 0.19% | — | 251 | +3,437 | New | Q3 2026 | Oct 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,292 | 249 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 3,223 | 244 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 3,223 | 244 | 0.14% | 0.14% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,259 | 242 | 0.01% | 0.01% | 256 | -107 | -3.18% | Q3 2026 | Oct 30, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,383 | 242 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,272 | 240 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| 360 Financial, Inc. | History | No change | 3,167 | 240 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,157 | 239 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,142 | 238 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peak Planning Group, LLC | History | No change | 3,127 | 237 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,189 | 234 | 0.07% | 0.07% | 262 | +16 | 0.5% | Q3 2026 | Oct 23, 2026 |
| Gambit Capital Management, LLC | History | No change | 3,075 | 233 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 3,144 | 230 | 0.06% | 0.07% | 264 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,994 | 227 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berman McAleer LLC | History | No change | 3,100 | 227 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,068 | 225 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,047 | 223 | 0.0% | 0.0% | 268 | +3,019 | 10782.14% | Q3 2026 | Oct 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 220 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,890 | 219 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,874 | 218 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Professional Financial Advisors, LLC | History | No change | 2,981 | 218 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BlackRock, Inc. | History | No change | 2,841 | 215 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageOak Financial, LLC | History | Reduced | 2,877 | 211 | 0.14% | 0.14% | 275 | -6 | -0.21% | Q3 2026 | Oct 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,788 | 211 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,851 | 209 | 0.02% | 0.02% | 276 | +336 | 13.36% | Q3 2026 | Oct 20, 2026 |
| Orgel Wealth Management, LLC | History | No change | 2,851 | 209 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,845 | 208 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,818 | 206 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,704 | 205 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 2,731 | 200 | 0.09% | 0.1% | 281 | -60 | -2.15% | Q3 2026 | Oct 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,735 | 200 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,535 | 192 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,147 | 162 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,115 | 160 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,030 | 154 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Biltmore Family Office, LLC | History | Added to | 1,954 | 143 | 0.02% | 0.02% | 287 | +330 | 20.32% | Q3 2026 | Nov 03, 2026 |
| NBT BANK, N.A. | History | Reduced | 1,691 | 124 | 0.01% | 0.02% | 289 | -2,047 | -54.76% | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,637 | 124 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,592 | 116 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,577 | 115 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Added to | 1,473 | 108 | 0.0% | 0.0% | 292 | +515 | 53.76% | Q3 2026 | Nov 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,400 | 106 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,442 | 105 | 0.02% | 0.03% | 294 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 1,376 | 104 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,294 | 98 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,325 | 97 | 0.07% | 0.08% | 297 | -3 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,275 | 96 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MTM Investment Management, LLC | History | No change | 1,260 | 92 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Realta Investment Advisors | History | No change | 1,176 | 86 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |