FIRST TRUST EXCHANGE-TRADED FUND VI - RDVY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 32,332,134 | 2,207,637 | 0.59% | 0.58% | 1 | +1,828,018 | 5.99% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 20,878,444 | 1,425,580 | 0.09% | 0.08% | 2 | +725,502 | 3.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,344,290 | 842,868 | 0.26% | 0.24% | 3 | +1,058,580 | 9.38% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,305,832 | 771,962 | 0.15% | 0.14% | 4 | +29,617 | 0.26% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,341,197 | 638,442 | 0.15% | 0.14% | 5 | +298,548 | 3.3% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,444,315 | 508,297 | 0.04% | 0.04% | 6 | +219,060 | 3.03% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,611,798 | 383,173 | 0.54% | 0.51% | 7 | +56,356 | 1.01% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 5,529,230 | 377,535 | 0.06% | 0.07% | 8 | -465,275 | -7.76% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,416,550 | 369,842 | 0.1% | 0.11% | 9 | +269,419 | 5.23% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,030,578 | 343,487 | 0.06% | 0.05% | 10 | +307,823 | 6.52% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,412,718 | 301,352 | 0.44% | 0.4% | 11 | +500,513 | 12.79% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 4,044,145 | 276,134 | 0.29% | 0.28% | 12 | +299,620 | 8.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,230,196 | 220,558 | 0.57% | 0.5% | 13 | +521,837 | 19.27% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,112,676 | 212,533 | 0.13% | 0.12% | 14 | +395,117 | 14.54% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,885,091 | 196,994 | 0.75% | 0.79% | 15 | +128,750 | 4.67% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,603,193 | 177,745 | 0.83% | 0.85% | 16 | -7,774 | -0.3% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,553,066 | 174,325 | 0.16% | 0.15% | 17 | +76,533 | 3.09% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,105,680 | 140,406 | 0.07% | 0.07% | 18 | +536,376 | 34.18% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,763,900 | 120,439 | 0.16% | 0.15% | 19 | +137,723 | 8.47% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,548,817 | 105,753 | 0.26% | 0.24% | 20 | +45,589 | 3.03% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,524,251 | 104,076 | 0.11% | 0.11% | 21 | +71,006 | 4.89% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,396,712 | 95,367 | 0.06% | 0.05% | 22 | -4,121 | -0.29% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,357,751 | 92,707 | 0.26% | 0.25% | 23 | -139,127 | -9.29% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,249,378 | 86,791 | 0.56% | 0.65% | 24 | -109,512 | -8.06% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,171,062 | 79,989 | 1.29% | 1.27% | 25 | +57,154 | 5.13% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,126,899 | 76,944 | 0.12% | 0.11% | 26 | +102,097 | 9.96% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 1,048,094 | 71,563 | 3.28% | 3.16% | 27 | +42,741 | 4.25% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 1,039,283 | 70,962 | 0.08% | 0.09% | 28 | -10,964 | -1.04% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,034,009 | 70,565 | 0.1% | 0.11% | 29 | -142,954 | -12.15% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 967,621 | 66,069 | 0.12% | 0.12% | 30 | +15,623 | 1.64% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 952,581 | 65,042 | 0.39% | 0.37% | 31 | +71,573 | 8.12% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 939,509 | 64,149 | 0.17% | 0.18% | 32 | -31,320 | -3.23% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 935,616 | 63,883 | 0.79% | 0.76% | 33 | +54,487 | 6.18% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 887,227 | 60,579 | 0.94% | 0.82% | 34 | +308,346 | 53.27% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 880,823 | 60,142 | 0.17% | 0.14% | 35 | +127,514 | 16.93% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 855,453 | 58,410 | 0.47% | 0.38% | 36 | +398,301 | 87.13% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 844,400 | 57,655 | 0.05% | — | 37 | +844,400 | New | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 805,324 | 54,987 | 15.34% | 14.58% | 38 | +69,304 | 9.42% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 773,165 | 51,353 | 0.0% | 0.0% | 39 | +144,330 | 22.95% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 742,642 | 50,707 | 0.56% | 0.04% | 40 | +699,260 | 1611.87% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 722,842 | 49,355 | 1.14% | 0.15% | 41 | +678,232 | 1520.36% | Q1 2026 | Apr 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 663,446 | 45,300 | 6.86% | 6.57% | 42 | -1,356 | -0.2% | Q1 2026 | Apr 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 654,217 | 44,669 | 0.35% | 0.32% | 43 | +6,359 | 0.98% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 645,395 | 44,067 | 2.77% | 2.78% | 44 | +1,911 | 0.3% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 585,365 | 39,968 | 12.58% | 13.86% | 45 | +3,893 | 0.67% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 582,079 | 39,744 | 0.45% | 0.42% | 46 | +42,258 | 7.83% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Reduced | 570,710 | 38,968 | 3.04% | 3.06% | 47 | -6,376 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 569,198 | 38,864 | 0.2% | 0.2% | 48 | +33,295 | 6.21% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 564,494 | 38,543 | 2.4% | 2.54% | 49 | -3,650 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 543,025 | 37,077 | 4.44% | 4.5% | 50 | +4,416 | 0.82% | Q1 2026 | Apr 10, 2026 |
| Horizon Advisory Services, Inc. | History | Reduced | 537,012 | 36,667 | 18.77% | 19.37% | 51 | -14,063 | -2.55% | Q1 2026 | Apr 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 532,040 | 36,327 | 13.51% | 13.66% | 52 | -3,009 | -0.56% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 523,384 | 35,736 | 0.38% | — | 53 | +523,384 | New | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 519,015 | 35,437 | 2.82% | 2.44% | 54 | +73,380 | 16.47% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 516,607 | 35,273 | 6.93% | 6.84% | 55 | +12,368 | 2.45% | Q1 2026 | Apr 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 505,605 | 34,522 | 1.28% | 1.22% | 56 | +41,067 | 8.84% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 480,671 | 32,820 | 2.51% | 2.03% | 57 | +95,749 | 24.87% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 480,602 | 32,815 | 0.93% | 1.39% | 58 | -205,209 | -29.92% | Q1 2026 | May 13, 2026 |
| Rise Advisors, LLC | History | Added to | 472,396 | 32,524 | 11.46% | 10.92% | 59 | +31,630 | 7.18% | Q1 2026 | Apr 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 430,978 | 31,922 | 0.85% | 1.31% | 60 | -12,563 | -2.83% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 459,941 | 31,411 | 0.31% | 0.32% | 61 | +40,124 | 9.56% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 444,900 | 30,377 | 0.48% | 0.36% | 62 | +146,438 | 49.06% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 430,510 | 29,395 | 0.01% | 0.01% | 63 | +43,235 | 11.16% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 399,950 | 27,308 | 0.45% | 0.3% | 64 | +179,136 | 81.13% | Q1 2026 | May 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 399,315 | 27,265 | 0.34% | 0.32% | 65 | +44,081 | 12.41% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 385,183 | 26,306 | 0.03% | 0.03% | 66 | +19,045 | 5.2% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 378,101 | 25,816 | 0.79% | 0.78% | 67 | +16,637 | 4.6% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 370,701 | 25,537 | 0.05% | 0.03% | 68 | +77,100 | 26.26% | Q1 2026 | Apr 08, 2026 |
| Next Level Private LLC | History | Added to | 362,555 | 24,755 | 5.59% | 5.98% | 69 | +33,919 | 10.32% | Q1 2026 | Apr 23, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 362,140 | 24,705 | 8.51% | 8.48% | 70 | +5,066 | 1.42% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 360,739 | 24,631 | 0.55% | 0.5% | 71 | +37,290 | 11.53% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 353,709 | 24,151 | 0.88% | 1.08% | 72 | +15,055 | 4.45% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 337,481 | 23,043 | 0.25% | 0.26% | 73 | +9,148 | 2.79% | Q1 2026 | Apr 20, 2026 |
| Intellus Advisors LLC | History | Added to | 332,314 | 22,690 | 3.1% | 3.04% | 74 | +2,728 | 0.83% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Reduced | 331,820 | 22,639 | 0.11% | 0.12% | 75 | -3,040 | -0.91% | Q1 2026 | May 15, 2026 |
| Sanchez Wealth Management Group | History | Added to | 325,764 | 22,243 | 4.81% | 4.77% | 76 | +4,403 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 325,077 | 22,196 | 0.12% | 0.12% | 77 | +5,606 | 1.75% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Added to | 316,682 | 21,623 | 5.5% | 4.95% | 78 | +65,863 | 26.26% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 315,259 | 21,525 | 0.26% | 0.27% | 79 | +3,194 | 1.02% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 303,721 | 21,099 | 0.98% | 0.98% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 305,910 | 20,887 | 4.39% | 4.94% | 81 | -32,860 | -9.7% | Q1 2026 | Apr 02, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 303,538 | 20,725 | 12.36% | 12.71% | 82 | +35,008 | 13.04% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,157,890 | 20,281 | 0.94% | 0.33% | 83 | -154,839 | -11.8% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 288,104 | 19,671 | 2.22% | 1.98% | 84 | +44,694 | 18.36% | Q1 2026 | Apr 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 280,764 | 19,170 | 6.52% | 6.7% | 85 | -1,905 | -0.67% | Q1 2026 | Apr 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 270,094 | 18,442 | 1.35% | 1.57% | 86 | -60,584 | -18.32% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 269,997 | 18,435 | 3.92% | 5.65% | 87 | +4,589 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 269,660 | 18,412 | 0.25% | 0.24% | 88 | +33,742 | 14.3% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 269,459 | 18,398 | 0.43% | 0.46% | 89 | -2,815 | -1.03% | Q1 2026 | May 04, 2026 |
| Sentinel Advisory Group, LLC | History | New | 266,200 | 18,176 | 8.86% | — | 90 | +266,200 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 259,052 | 17,688 | 0.49% | 0.48% | 91 | +7,974 | 3.18% | Q1 2026 | May 04, 2026 |
| tru Independence LLC | History | Added to | 257,442 | 17,578 | 8.69% | 4.33% | 92 | +10,198 | 4.12% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 249,140 | 17,011 | 0.66% | 1.0% | 93 | +119,193 | 91.72% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 248,181 | 16,945 | 0.53% | 0.52% | 94 | +12,246 | 5.19% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 244,557 | 16,698 | 0.39% | 0.44% | 95 | -15,518 | -5.97% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 243,929 | 16,655 | 5.81% | — | 96 | +243,929 | New | Q1 2026 | Apr 21, 2026 |
| Traction Financial Partners, LLC | History | Added to | 237,780 | 16,235 | 10.0% | 9.71% | 97 | +1,985 | 0.84% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 231,768 | 15,825 | 1.58% | 1.64% | 98 | -5,112 | -2.16% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 231,424 | 15,801 | 0.29% | 0.09% | 99 | +164,937 | 248.07% | Q1 2026 | Apr 17, 2026 |
| Juno Financial Group LLC | History | Reduced | 229,897 | 15,697 | 6.15% | 6.44% | 100 | -1,524 | -0.66% | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 227,307 | 15,520 | 1.7% | 2.28% | 101 | +32,494 | 16.68% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 226,612 | 15,473 | 0.51% | 0.39% | 102 | +57,044 | 33.64% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Added to | 221,690 | 15,137 | 3.47% | 3.81% | 103 | +2,067 | 0.94% | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 217,203 | 14,830 | 1.64% | 1.72% | 104 | -3,170 | -1.44% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 215,044 | 14,722 | 1.55% | 1.67% | 105 | +33,733 | 18.61% | Q1 2026 | Apr 23, 2026 |
| Chris Bulman Inc | History | Added to | 215,268 | 14,698 | 6.44% | 5.8% | 106 | +26,598 | 14.1% | Q1 2026 | Apr 13, 2026 |
| Peak Planning Group, LLC | History | Added to | 213,284 | 14,563 | 4.04% | 3.67% | 107 | +24,699 | 13.1% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 212,452 | 14,506 | 0.11% | 0.12% | 108 | +2,204 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 209,077 | 14,275 | 1.88% | 1.98% | 109 | +4,210 | 2.05% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 208,523 | 14,237 | 0.18% | 0.18% | 110 | +3,962 | 1.94% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 202,658 | 13,837 | 0.17% | 0.16% | 111 | +44,455 | 28.1% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 200,390 | 13,682 | 1.0% | 1.03% | 112 | +5,124 | 2.62% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 196,185 | 13,628 | 2.4% | 2.4% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 198,191 | 13,532 | 0.02% | 0.01% | 114 | +47,954 | 31.92% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 193,376 | 13,203 | 0.81% | 0.62% | 115 | +9,565 | 5.2% | Q1 2026 | Apr 28, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 190,637 | 13,016 | 6.54% | 6.37% | 116 | +2,587 | 1.38% | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Added to | 189,055 | 12,908 | 3.35% | 3.18% | 117 | +11,853 | 6.69% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 187,510 | 12,803 | 1.4% | 1.45% | 118 | -10,370 | -5.24% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 185,649 | 12,676 | 0.14% | 0.13% | 119 | +15,808 | 9.31% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 181,475 | 12,607 | 0.22% | 0.22% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 184,440 | 12,593 | 0.03% | 0.03% | 121 | -18,748 | -9.23% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 183,680 | 12,541 | 0.61% | 0.58% | 122 | +10,239 | 5.9% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 183,303 | 12,515 | 0.24% | 0.22% | 123 | +10,734 | 6.22% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 181,918 | 12,421 | 2.51% | 2.65% | 124 | +2,473 | 1.38% | Q1 2026 | Apr 24, 2026 |
| Petix & Botte Co | History | Added to | 181,396 | 12,385 | 2.76% | 2.57% | 125 | +18,021 | 11.03% | Q1 2026 | Apr 30, 2026 |
| AJ Advisors, LLC | History | Added to | 178,747 | 12,204 | 4.53% | 4.5% | 126 | +3,298 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 178,393 | 12,180 | 0.61% | 0.61% | 127 | +9,869 | 5.86% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 176,074 | 12,022 | 0.72% | 0.68% | 128 | +10,087 | 6.08% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | New | 175,204 | 11,962 | 1.89% | — | 129 | +175,204 | New | Q1 2026 | May 07, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 174,465 | 11,912 | 4.96% | 4.97% | 130 | +2,422 | 1.41% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 174,316 | 11,902 | 0.13% | 0.15% | 131 | -14,737 | -7.8% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 174,067 | 11,885 | 1.46% | 1.46% | 132 | +5,742 | 3.41% | Q1 2026 | Apr 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 170,391 | 11,634 | 5.07% | 4.27% | 133 | +46,051 | 37.04% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 168,923 | 11,534 | 0.19% | 0.18% | 134 | +10,219 | 6.44% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 166,064 | 11,433 | 0.11% | 0.12% | 135 | +8,040 | 5.09% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 163,222 | 11,339 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 165,750 | 11,317 | 0.5% | 0.53% | 137 | +3,213 | 1.98% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 164,009 | 11,198 | 0.06% | 0.05% | 138 | +16,064 | 10.86% | Q1 2026 | Apr 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 159,958 | 10,921 | 0.81% | 0.8% | 139 | -1,030 | -0.64% | Q1 2026 | Apr 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 159,258 | 10,874 | 3.74% | 3.69% | 140 | +9,469 | 6.32% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 157,213 | 10,734 | 1.13% | 1.13% | 141 | +7,014 | 4.67% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 155,193 | 10,669 | 0.57% | 0.49% | 142 | +4,665 | 3.1% | Q1 2026 | May 12, 2026 |
| O'Connor Financial Group LLC | History | Added to | 155,159 | 10,594 | 4.33% | 4.37% | 143 | +2,407 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 162,100 | 10,550 | 2.17% | 2.13% | 144 | +11,473 | 7.62% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 154,431 | 10,544 | 0.36% | 0.18% | 145 | +48,433 | 45.69% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 149,670 | 10,219 | 0.26% | 0.26% | 146 | +6,342 | 4.42% | Q1 2026 | Apr 07, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 148,434 | 10,204 | 3.84% | 3.94% | 147 | +3,323 | 2.29% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | Added to | 149,419 | 10,202 | 1.28% | 1.17% | 148 | +12,978 | 9.51% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 146,469 | 10,000 | 0.13% | 0.15% | 149 | +2,542 | 1.77% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 144,822 | 9,888 | 0.19% | 0.19% | 150 | +4,625 | 3.3% | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 143,799 | 9,818 | 4.91% | 33.07% | 151 | -4,061 | -2.75% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 142,235 | 9,711 | 0.14% | 0.15% | 152 | +1,183 | 0.84% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 140,365 | 9,584 | 1.06% | 1.21% | 153 | -15,027 | -9.67% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 137,635 | 9,397 | 1.63% | 1.56% | 154 | +7,094 | 5.43% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 133,908 | 9,143 | 1.39% | 1.32% | 155 | +6,348 | 4.98% | Q1 2026 | Apr 27, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 132,992 | 9,080 | 3.2% | 2.19% | 156 | -20,554 | -13.39% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 131,706 | 9,067 | 0.63% | 0.63% | 157 | -317 | -0.24% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 131,756 | 8,996 | 1.83% | 1.98% | 158 | -30 | -0.02% | Q1 2026 | May 13, 2026 |
| Fairway Financial, LLC | History | Added to | 131,394 | 8,971 | 6.82% | 6.89% | 159 | +42 | 0.03% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 131,365 | 8,969 | 0.31% | 0.01% | 160 | +125,259 | 2051.41% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 131,214 | 8,959 | 0.32% | 0.31% | 161 | +1,974 | 1.53% | Q1 2026 | Apr 14, 2026 |
| Compass Financial Services Inc | History | Added to | 130,674 | 8,922 | 3.86% | 0.01% | 162 | +130,383 | 44805.15% | Q1 2026 | May 01, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 128,736 | 8,790 | 6.48% | 6.72% | 163 | +1,293 | 1.01% | Q1 2026 | May 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 127,271 | 8,689 | 1.63% | 1.75% | 164 | +63,577 | 99.82% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 124,362 | 8,639 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HFG Advisors, Inc. | History | Added to | 126,396 | 8,630 | 6.07% | 5.21% | 166 | +22,960 | 22.2% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 126,073 | 8,608 | 0.02% | 0.0% | 167 | +123,953 | 5846.84% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 125,922 | 8,597 | 0.64% | 0.78% | 168 | -26,258 | -17.25% | Q1 2026 | May 04, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 125,461 | 8,566 | 1.63% | 1.58% | 169 | +6,011 | 5.03% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 125,098 | 8,541 | 0.27% | 0.34% | 170 | -8,452 | -6.33% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 124,657 | 8,511 | 0.18% | 0.19% | 171 | +1,126 | 0.91% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 121,836 | 8,318 | 1.95% | 2.0% | 172 | +2,478 | 2.08% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 121,395 | 8,288 | 0.1% | 0.1% | 173 | +6,168 | 5.35% | Q1 2026 | Apr 28, 2026 |
| Rockport Wealth LLC | History | Added to | 119,491 | 8,159 | 1.49% | 1.17% | 174 | +33,098 | 38.31% | Q1 2026 | May 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 119,382 | 8,151 | 6.39% | 6.62% | 175 | +6,697 | 5.94% | Q1 2026 | Apr 09, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 118,547 | 8,094 | 1.38% | 1.35% | 176 | +3,393 | 2.95% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Reduced | 118,234 | 8,073 | 0.91% | 0.92% | 177 | -3,996 | -3.27% | Q1 2026 | May 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 118,133 | 8,066 | 3.41% | 3.27% | 178 | +1,420 | 1.22% | Q1 2026 | Apr 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 118,033 | 8,059 | 4.02% | 4.13% | 179 | -1,792 | -1.5% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 117,469 | 8,020 | 0.31% | 0.27% | 180 | -1,398 | -1.18% | Q1 2026 | May 15, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 117,052 | 7,992 | 5.27% | 5.71% | 181 | -267 | -0.23% | Q1 2026 | Apr 30, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 116,468 | 7,952 | 3.96% | 4.35% | 182 | +1,977 | 1.73% | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | Reduced | 116,296 | 7,940 | 2.33% | 2.66% | 183 | -9,243 | -7.36% | Q1 2026 | Apr 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 113,698 | 7,898 | 0.61% | 0.61% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 115,128 | 7,860 | 0.16% | 0.15% | 185 | +10,845 | 10.4% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 114,647 | 7,828 | 2.04% | 1.87% | 186 | +16,343 | 16.62% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Added to | 114,561 | 7,822 | 1.43% | 1.42% | 187 | +5,845 | 5.38% | Q1 2026 | May 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 113,820 | 7,771 | 6.82% | 6.57% | 188 | +3,073 | 2.77% | Q1 2026 | Apr 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 112,160 | 7,658 | 2.41% | 2.42% | 189 | +84 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Envision Financial LLC | History | Added to | 111,842 | 7,636 | 4.11% | 3.79% | 190 | +8,586 | 8.32% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Added to | 111,055 | 7,582 | 0.68% | 0.63% | 191 | +10,873 | 10.85% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 110,529 | 7,546 | 0.34% | 0.34% | 192 | +4,044 | 3.8% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 108,978 | 7,441 | 0.51% | 0.5% | 193 | +3,745 | 3.56% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 108,266 | 7,392 | 1.25% | 1.22% | 194 | +3,345 | 3.19% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 102,783 | 7,018 | 0.22% | 0.11% | 195 | +8,629 | 9.16% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 100,222 | 6,843 | 0.04% | 0.04% | 196 | -1,232 | -1.21% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 99,734 | 6,809 | 0.19% | 0.05% | 197 | +75,416 | 310.12% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 99,545 | 6,796 | 0.07% | 0.06% | 198 | +14,337 | 16.83% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 99,218 | 6,773 | 0.36% | 0.38% | 199 | -26,344 | -20.98% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 98,495 | 6,725 | 0.12% | 0.12% | 200 | +8,945 | 9.99% | Q1 2026 | May 11, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 97,800 | 6,677 | 1.62% | 0.98% | 201 | +44,709 | 84.21% | Q1 2026 | Apr 20, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 95,606 | 6,528 | 6.89% | 5.64% | 202 | +21,231 | 28.55% | Q1 2026 | May 07, 2026 |
| CLG LLC | History | Reduced | 94,896 | 6,479 | 1.61% | 1.74% | 203 | -5,726 | -5.69% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 92,851 | 6,339 | 0.15% | 0.14% | 204 | +8,776 | 10.44% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 92,048 | 6,285 | 0.86% | 0.88% | 205 | +2,083 | 2.32% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 90,465 | 6,176 | 0.13% | 0.13% | 206 | +4,466 | 5.19% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 90,420 | 6,173 | 0.89% | 0.76% | 207 | +15,781 | 21.14% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 89,892 | 6,137 | 0.21% | 0.22% | 208 | -2,669 | -2.88% | Q1 2026 | Apr 22, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 87,629 | 5,983 | 4.22% | 4.47% | 209 | -2,730 | -3.02% | Q1 2026 | Apr 17, 2026 |
| Insight Inv LLC | History | Added to | 85,879 | 5,863 | 3.21% | 2.93% | 210 | +10,588 | 14.06% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 87,714 | 5,825 | 0.21% | 0.2% | 211 | +11,636 | 15.29% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 83,754 | 5,718 | 3.64% | 3.47% | 212 | +5,072 | 6.45% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 83,285 | 5,686 | 0.34% | 0.33% | 213 | +961 | 1.17% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 82,955 | 5,664 | 0.27% | 0.26% | 214 | +6,355 | 8.3% | Q1 2026 | Apr 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 80,436 | 5,492 | 1.08% | 0.05% | 215 | +77,042 | 2269.95% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 80,224 | 5,477 | 1.07% | 4.12% | 216 | -211,644 | -72.51% | Q1 2026 | Apr 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 80,000 | 5,462 | 0.04% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Added to | 79,618 | 5,436 | 0.65% | 0.75% | 218 | +437 | 0.55% | Q1 2026 | Apr 21, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 78,991 | 5,393 | 1.46% | 1.09% | 219 | +22,870 | 40.75% | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | Added to | 78,643 | 5,369 | 2.42% | 2.3% | 220 | +12,539 | 18.97% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 78,149 | 5,336 | 0.14% | 0.13% | 221 | +3,004 | 4.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 77,558 | 5,295 | 0.05% | 0.07% | 222 | -53,808 | -40.96% | Q1 2026 | May 13, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 77,562 | 5,295 | 2.22% | 2.18% | 223 | -587 | -0.75% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 77,276 | 5,276 | 0.4% | 0.47% | 224 | -7,029 | -8.34% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,914 | 5,252 | 0.15% | 0.15% | 225 | +5,309 | 7.41% | Q1 2026 | Apr 21, 2026 |
| TruWealth Advisors, LLC | History | Added to | 75,898 | 5,182 | 0.25% | 0.26% | 226 | +546 | 0.72% | Q1 2026 | Apr 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 75,797 | 5,175 | 1.8% | 1.89% | 227 | +340 | 0.45% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,996 | 5,121 | 0.01% | 0.0% | 228 | +36,495 | 94.79% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 74,979 | 5,119 | 2.25% | 2.3% | 229 | -3,639 | -4.63% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 69,537 | 5,050 | 0.28% | 0.3% | 230 | -3,424 | -4.69% | Q1 2026 | Apr 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 73,895 | 5,045 | 0.68% | 0.71% | 231 | -1,647 | -2.18% | Q1 2026 | Apr 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 73,354 | 5,008 | 0.19% | 0.23% | 232 | -4,018 | -5.19% | Q1 2026 | Apr 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 73,100 | 4,991 | 2.39% | 2.34% | 233 | +6,131 | 9.15% | Q1 2026 | May 08, 2026 |
| LVZ, Inc. | History | Added to | 72,915 | 4,978 | 0.57% | 0.51% | 234 | +7,193 | 10.94% | Q1 2026 | Apr 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 71,603 | 4,959 | 1.38% | 1.22% | 235 | +11,700 | 19.53% | Q1 2026 | Apr 08, 2026 |
| Five Pine Wealth Management | History | Reduced | 72,208 | 4,930 | 3.06% | 3.32% | 236 | -2,313 | -3.1% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 72,200 | 4,929 | 0.01% | 0.01% | 237 | +24,500 | 51.36% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 72,021 | 4,917 | 0.09% | 0.09% | 238 | -352 | -0.49% | Q1 2026 | Apr 10, 2026 |
| Graney & King, LLC | History | Added to | 71,449 | 4,878 | 2.63% | 2.42% | 239 | +11,974 | 20.13% | Q1 2026 | May 18, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 71,352 | 4,871 | 0.36% | 0.37% | 240 | -11 | -0.02% | Q1 2026 | May 05, 2026 |
| Guilbault Capital LLC | History | Added to | 70,734 | 4,829 | 5.29% | 5.33% | 241 | +2,137 | 3.12% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 69,981 | 4,778 | 1.75% | 1.59% | 242 | +6,535 | 10.3% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 67,970 | 4,640 | 0.14% | 0.17% | 243 | +1,783 | 2.69% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 67,778 | 4,627 | 3.45% | 3.1% | 244 | +5,708 | 9.2% | Q1 2026 | Apr 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 66,497 | 4,540 | 1.74% | 1.64% | 245 | +2,904 | 4.57% | Q1 2026 | Apr 24, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 66,421 | 4,535 | 2.84% | 2.81% | 246 | +869 | 1.33% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 66,180 | 4,517 | 0.01% | 0.01% | 247 | +1,067 | 1.64% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 65,867 | 4,497 | 0.23% | 0.24% | 248 | +264 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 64,451 | 4,400 | 0.48% | 0.55% | 249 | -6,001 | -8.52% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 64,332 | 4,392 | 0.0% | 0.0% | 250 | -5,641 | -8.06% | Q1 2026 | May 05, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 64,181 | 4,382 | 1.94% | 2.08% | 251 | -805 | -1.24% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 63,903 | 4,363 | 0.05% | 0.05% | 252 | +294 | 0.46% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 63,804 | 4,356 | 0.18% | — | 253 | +63,804 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,819 | 4,221 | 0.01% | 0.01% | 254 | +18,670 | 43.27% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 60,503 | 4,131 | 0.0% | 0.0% | 255 | +3,474 | 6.09% | Q1 2026 | May 12, 2026 |
| Holistic Financial Partners | History | Added to | 60,458 | 4,128 | 1.53% | 1.11% | 256 | +16,293 | 36.89% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Added to | 60,246 | 4,113 | 2.25% | 2.15% | 257 | +2,201 | 3.79% | Q1 2026 | May 18, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 60,186 | 4,109 | 2.72% | 2.82% | 258 | +520 | 0.87% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 59,766 | 4,080 | 0.01% | 0.0% | 259 | +23,610 | 65.3% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 59,655 | 4,073 | 1.16% | 1.05% | 260 | +3,143 | 5.56% | Q1 2026 | May 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 59,597 | 4,069 | 0.84% | 0.95% | 261 | -2,408 | -3.88% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 53,581 | 3,992 | 0.15% | 0.15% | 262 | +1,403 | 2.69% | Q1 2026 | Apr 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 58,359 | 3,984 | 0.87% | 0.62% | 263 | +18,083 | 44.9% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 57,530 | 3,928 | 0.03% | 0.03% | 264 | -293 | -0.51% | Q1 2026 | Apr 07, 2026 |
| Ballew Advisors, Inc | History | Added to | 53,766 | 3,905 | 2.2% | 1.73% | 265 | +11,176 | 26.24% | Q1 2026 | Apr 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 57,198 | 3,905 | 1.29% | 1.2% | 266 | +5,019 | 9.62% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 56,967 | 3,889 | 0.0% | 0.0% | 267 | +13,641 | 31.48% | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 56,401 | 3,851 | 0.75% | 0.82% | 268 | -5,000 | -8.14% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 54,515 | 3,787 | 0.28% | 0.28% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 55,432 | 3,784 | 0.11% | 0.1% | 270 | +3,465 | 6.67% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 54,823 | 3,743 | 0.02% | 0.02% | 271 | -2,129 | -3.74% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 53,410 | 3,646 | 0.44% | 0.45% | 272 | -160 | -0.3% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 53,255 | 3,636 | 1.5% | 1.47% | 273 | -7,477 | -12.31% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 53,239 | 3,635 | 0.02% | 0.06% | 274 | -178,777 | -77.05% | Q1 2026 | Apr 29, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 53,133 | 3,627 | 3.09% | 3.29% | 275 | -7,657 | -12.6% | Q1 2026 | Apr 24, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 52,645 | 3,594 | 3.54% | 3.5% | 276 | +1,172 | 2.28% | Q1 2026 | Apr 07, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 51,522 | 3,517 | 0.44% | 0.47% | 277 | -2,575 | -4.76% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 51,341 | 3,506 | 0.01% | 0.01% | 278 | -713 | -1.37% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 51,321 | 3,504 | 0.68% | 0.7% | 279 | +363 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 50,683 | 3,460 | 0.0% | 0.0% | 280 | +5,129 | 11.26% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 49,700 | 3,452 | 2.94% | 2.94% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 50,078 | 3,419 | 0.11% | 0.11% | 282 | +3,690 | 7.95% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 49,990 | 3,413 | 0.07% | 0.07% | 283 | +2,647 | 5.59% | Q1 2026 | Apr 15, 2026 |
| Purus Wealth Management, LLC | History | Added to | 49,983 | 3,412 | 1.09% | 1.08% | 284 | +28 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 49,079 | 3,351 | 0.6% | 0.63% | 285 | -233 | -0.47% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 48,869 | 3,336 | 0.2% | 0.21% | 286 | +737 | 1.53% | Q1 2026 | Apr 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 48,842 | 3,335 | 1.72% | 1.59% | 287 | +7,316 | 17.62% | Q1 2026 | Apr 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 48,284 | 3,296 | 1.44% | 1.58% | 288 | -4,641 | -8.77% | Q1 2026 | Apr 28, 2026 |
| Cedrus Wealth Group LLC | History | New | 48,104 | 3,284 | 3.66% | — | 289 | +48,104 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 47,406 | 3,236 | 0.01% | 0.03% | 290 | -51,886 | -52.26% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 46,654 | 3,223 | 0.5% | 0.42% | 291 | +8,292 | 21.62% | Q1 2026 | Apr 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 47,202 | 3,222 | 0.81% | 0.7% | 292 | +8,564 | 22.16% | Q1 2026 | Apr 09, 2026 |
| PKS Advisory Services, LLC | History | Added to | 46,709 | 3,184 | 0.74% | 0.69% | 293 | +3,229 | 7.43% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 46,046 | 3,144 | 1.05% | 1.12% | 294 | +85 | 0.18% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 45,858 | 3,131 | 1.13% | 1.1% | 295 | -1,611 | -3.39% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 44,799 | 3,112 | 1.24% | 1.24% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 45,507 | 3,107 | 2.66% | 3.22% | 297 | -8,580 | -15.86% | Q1 2026 | Apr 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 44,955 | 3,069 | 0.78% | 0.82% | 298 | +3,014 | 7.19% | Q1 2026 | Apr 28, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 44,904 | 3,066 | 0.62% | 0.71% | 299 | -16,459 | -26.82% | Q1 2026 | Apr 22, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 44,846 | 3,062 | 1.26% | 1.22% | 300 | +246 | 0.55% | Q1 2026 | Apr 22, 2026 |