FIRST TRUST EXCHANGE-TRADED FUND VI - SDVY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 26,039,851 1,123,359 0.25% 0.25% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 18,464,593 796,562 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 15,391,137 663,973 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 13,258,924 571,990 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 9,941,792 428,888 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 8,255,130 356,126 0.32% 0.32% 6 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 6,772,006 292,144 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,713,889 289,637 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 4,730,785 204,086 2.69% 2.69% 9 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 4,017,829 173,329 2.33% 2.33% 10 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 3,948,162 170,325 0.14% 0.14% 11 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,647,508 157,353 0.2% 0.2% 12 0 0.0% Q2 2026 Jul 29, 2026
PARK NATIONAL CORP /OH/ History Added to 3,584,904 145,475 3.95% 4.27% 13 +54,366 1.54% Q3 2026 Oct 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,360,284 144,962 0.03% 0.03% 14 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 3,223,089 139,074 0.16% 0.16% 15 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,164,660 136,523 0.13% 0.13% 16 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 2,753,513 118,786 0.14% 0.14% 17 0 0.0% Q2 2026 Jul 28, 2026
LVZ, Inc. History No change 2,704,072 116,653 11.85% 11.85% 18 0 0.0% Q2 2026 Jul 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,573,813 111,034 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,477,144 106,864 0.25% 0.25% 20 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,839,434 79,242 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 1,792,212 77,316 0.2% 0.2% 22 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 1,760,339 75,941 0.1% 0.1% 23 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 1,701,525 73,403 0.24% 0.24% 24 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 1,683,398 72,621 0.15% 0.15% 25 0 0.0% Q2 2026 Aug 07, 2026
Southern Financial Group, LLC History No change 1,308,434 56,445 14.41% 14.41% 26 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 1,282,902 55,344 0.25% 0.25% 27 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 1,197,586 51,663 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 1,164,454 50,234 0.08% 0.08% 29 0 0.0% Q2 2026 Aug 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 1,004,463 43,332 2.2% 2.2% 30 0 0.0% Q2 2026 Sep 11, 2026
Janney Montgomery Scott LLC History No change 944,146 40,730 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 897,391 38,713 0.64% 0.64% 32 0 0.0% Q2 2026 Jul 31, 2026
JSF Financial, LLC History No change 886,168 38,229 6.05% 6.05% 33 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 870,714 37,185 0.06% 0.06% 34 0 0.0% Q2 2026 Jul 15, 2026
D.A. DAVIDSON & CO. History No change 850,035 36,670 0.2% 0.2% 35 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 837,131 36,113 1.18% 1.18% 36 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 796,153 34,352 0.5% 0.5% 37 0 0.0% Q2 2026 Jul 15, 2026
GW HENSSLER & ASSOCIATES LTD History No change 690,450 29,786 1.33% 1.33% 38 0 0.0% Q2 2026 Jul 28, 2026
Csenge Advisory Group History No change 650,365 28,056 1.14% 1.14% 39 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Asset Management, LLC History No change 639,969 27,721 2.67% 2.67% 40 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 636,990 27,479 0.18% 0.18% 41 0 0.0% Q2 2026 Sep 08, 2026
FIRST TRUST ADVISORS LP History No change 634,332 27,339 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 11, 2026
Blue Chip Partners, LLC History No change 623,257 26,887 1.7% 1.7% 43 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 611,352 26,373 0.12% 0.12% 44 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 600,056 25,886 0.18% 0.18% 45 0 0.0% Q2 2026 Aug 12, 2026
Decker Wealth Management LLC History Reduced 637,438 25,867 5.25% 5.96% 46 -13,388 -2.06% Q3 2026 Oct 09, 2026
Trilogy Capital Inc. History No change 583,903 25,189 0.98% 0.98% 47 0 0.0% Q2 2026 Jul 02, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 571,663 24,661 1.38% 1.38% 48 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 543,993 23,467 0.26% 0.26% 49 0 0.0% Q2 2026 Aug 12, 2026
Crumly & Associates Inc. History Added to 574,336 23,306 4.14% 3.87% 50 +105,507 22.5% Q3 2026 Oct 07, 2026
Equitable Holdings, Inc. History No change 539,195 23,260 0.14% 0.14% 51 0 0.0% Q2 2026 Aug 17, 2026
Focus Partners Wealth History No change 505,502 21,807 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
Wagner Wealth Management, LLC History No change 501,563 21,637 4.0% 4.0% 53 0 0.0% Q2 2026 Jul 24, 2026
Sanchez Wealth Management Group History No change 466,604 20,129 3.53% 3.53% 54 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 459,054 19,806 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 442,090 19,071 0.59% 0.59% 56 0 0.0% Q2 2026 Jul 09, 2026
Advantage Trust Co History No change 439,357 18,953 6.67% 6.67% 57 0 0.0% Q2 2026 Jul 17, 2026
Arkadios Wealth Advisors History No change 435,309 18,779 0.28% 0.28% 58 0 0.0% Q2 2026 Aug 10, 2026
DAGCO, INC. History No change 428,281 18,476 3.41% 3.41% 59 0 0.0% Q2 2026 Jul 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 418,522 18,055 0.34% 0.34% 60 0 0.0% Q2 2026 Jul 15, 2026
Solano Wealth Investment Advisors LLC History No change 416,944 17,987 8.19% 8.19% 61 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 404,553 17,452 0.69% 0.69% 62 0 0.0% Q2 2026 Jul 24, 2026
B & T Capital Management DBA Alpha Capital Management History No change 364,252 15,713 2.04% 2.04% 63 0 0.0% Q2 2026 Aug 07, 2026
Randall & Associates Wealth Management History No change 354,958 15,312 9.47% 9.47% 64 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 346,846 14,962 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 13, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 333,482 14,386 2.39% 2.39% 66 0 0.0% Q2 2026 Jul 21, 2026
J.W. COLE ADVISORS, INC. History No change 332,601 14,348 0.25% 0.25% 67 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 323,604 13,960 0.26% 0.26% 68 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 318,247 13,729 0.35% 0.35% 69 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 315,054 13,591 0.14% 0.14% 70 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 313,162 13,509 0.58% 0.58% 71 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 312,080 13,463 0.21% 0.21% 72 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 306,445 13,220 0.14% 0.14% 73 0 0.0% Q2 2026 Aug 03, 2026
Aft, Forsyth & Sober, LLC History No change 329,600 12,996 4.06% 4.06% 74 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 299,996 12,941 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 298,897 12,896 0.12% 0.12% 76 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 295,081 12,729 0.7% 0.7% 77 0 0.0% Q2 2026 Aug 11, 2026
S Harris Financial Group, LLC History No change 294,596 12,708 9.85% 9.85% 78 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 289,358 12,482 0.14% 0.14% 79 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 277,064 11,953 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
TrueWealth Advisors, LLC History Added to 288,345 11,701 2.63% 2.7% 81 +11,204 4.04% Q3 2026 Oct 08, 2026
Golden State Wealth Management, LLC History No change 270,892 11,686 1.07% 1.07% 82 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 265,289 11,444 0.18% 0.18% 83 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 257,778 11,120 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 252,468 10,891 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 14, 2026
Hobart Private Capital, LLC History No change 252,038 10,872 1.87% 1.87% 86 0 0.0% Q2 2026 Jul 06, 2026
PSI Advisors, LLC History No change 251,602 10,854 2.52% 2.52% 87 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 241,287 10,409 0.1% 0.1% 88 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 237,709 10,254 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 03, 2026
MCF Advisors LLC History No change 224,900 9,702 0.35% 0.35% 90 0 0.0% Q2 2026 Aug 12, 2026
Richmond Investment Services, LLC History No change 220,506 9,512 3.01% 3.01% 91 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 220,121 9,496 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 10, 2026
ARVEST INVESTMENTS, INC. History No change 220,001 9,490 1.15% 1.15% 93 0 0.0% Q2 2026 Jul 17, 2026
LCW Services, LLC History No change 217,064 9,364 4.08% 4.08% 94 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL SECURITIES, INC. History No change 216,768 9,351 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 214,270 9,243 0.44% 0.44% 96 0 0.0% Q2 2026 Jul 23, 2026
Baron Wealth Management LLC History No change 213,371 9,204 2.39% 2.39% 97 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 212,206 9,154 0.54% 0.54% 98 0 0.0% Q2 2026 Aug 05, 2026
Certified Advisory Corp History No change 211,593 9,128 0.74% 0.74% 99 0 0.0% Q2 2026 Jul 16, 2026
Southland Equity Partners LLC History No change 205,509 8,865 1.55% 1.55% 100 0 0.0% Q2 2026 Jul 13, 2026
VestGen Advisors, LLC History No change 205,101 8,848 0.26% 0.26% 101 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History Reduced 214,874 8,719 0.58% 0.61% 102 -2,028 -0.93% Q3 2026 Oct 08, 2026
Gallagher Fiduciary Advisors, LLC History No change 199,688 8,614 0.28% 0.28% 103 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Counsel, LLC History No change 196,298 8,468 1.05% 1.05% 104 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 193,468 8,346 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 192,840 8,319 0.2% 0.2% 106 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 190,632 8,185 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 187,801 8,101 0.06% 0.06% 108 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 183,315 7,908 3.31% 3.31% 109 0 0.0% Q2 2026 Aug 11, 2026
Uniting Wealth Partners, LLC History No change 181,157 7,815 1.59% 1.59% 110 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 180,465 7,785 1.41% 1.41% 111 0 0.0% Q2 2026 Jul 20, 2026
Gateway Wealth Partners, LLC History No change 179,511 7,744 0.46% 0.46% 112 0 0.0% Q2 2026 Aug 04, 2026
Ameliora Wealth Management Ltd. History No change 177,466 7,655 2.27% 2.27% 113 0 0.0% Q2 2026 Jul 24, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 176,353 7,607 6.09% 6.09% 114 0 0.0% Q2 2026 Aug 06, 2026
Fairvoy Private Wealth, LLC History No change 175,576 7,574 1.53% 1.53% 115 0 0.0% Q2 2026 Jul 17, 2026
AMERIPRISE FINANCIAL INC History No change 175,315 7,563 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 171,304 7,390 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 171,163 7,383 0.16% 0.16% 118 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 170,393 7,350 0.05% 0.05% 119 0 0.0% Q2 2026 Jul 29, 2026
Chris Bulman Inc History No change 169,980 7,332 2.68% 2.68% 120 0 0.0% Q2 2026 Jul 22, 2026
KPP Advisory Services LLC History No change 169,797 7,325 0.93% 0.93% 121 0 0.0% Q2 2026 Jul 24, 2026
Rehmann Capital Advisory Group History No change 169,145 7,291 0.33% 0.33% 122 0 0.0% Q2 2026 Aug 20, 2026
Simplicity Wealth,LLC History No change 168,894 7,286 0.25% 0.25% 123 0 0.0% Q2 2026 Aug 06, 2026
Gaddis Premier Wealth Advisors LLC History No change 163,435 7,050 4.28% 4.28% 124 0 0.0% Q2 2026 Aug 04, 2026
PMG Wealth Management, Inc. History No change 160,196 6,910 4.27% 4.27% 125 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 159,207 6,868 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 158,489 6,837 0.14% 0.14% 127 0 0.0% Q2 2026 Jul 29, 2026
Key Client Fiduciary Advisors, LLC History No change 158,158 6,822 1.97% 1.97% 128 0 0.0% Q2 2026 Jul 09, 2026
Aprio Wealth Management, LLC History No change 157,355 6,788 0.34% 0.34% 129 0 0.0% Q2 2026 Jul 24, 2026
Performance Wealth Partners, LLC History No change 157,156 6,779 0.17% 0.17% 130 0 0.0% Q2 2026 Aug 07, 2026
Bravera Wealth History No change 156,888 6,768 2.6% 2.6% 131 0 0.0% Q2 2026 Jul 23, 2026
Econ Financial Services Corp History No change 155,021 6,687 3.12% 3.12% 132 0 0.0% Q2 2026 Jul 23, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Added to 161,756 6,564 4.3% 4.57% 133 +4,217 2.68% Q3 2026 Oct 06, 2026
Ameritas Advisory Services, LLC History No change 151,896 6,552 0.13% 0.13% 134 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 151,667 6,542 0.91% 0.91% 135 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 149,592 6,453 0.05% 0.05% 136 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 148,013 6,385 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
IMG Wealth Management, Inc. History No change 145,117 6,260 3.49% 3.49% 138 0 0.0% Q2 2026 Aug 07, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 145,070 6,258 1.76% 1.76% 139 0 0.0% Q2 2026 Aug 12, 2026
Mach-1 Financial Group, LLC History No change 143,864 6,206 2.4% 2.4% 140 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 141,861 6,119 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 11, 2026
Provident Wealth Management, LLC History No change 141,372 6,098 1.57% 1.57% 142 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Wealth Advisory Group, LLC History No change 139,316 6,010 1.71% 1.71% 143 0 0.0% Q2 2026 Aug 06, 2026
Owen LaRue, LLC History No change 138,554 5,977 2.08% 2.08% 144 0 0.0% Q2 2026 Jul 22, 2026
Brookstone Capital Management History No change 136,217 5,876 0.06% 0.06% 145 0 0.0% Q2 2026 Jul 15, 2026
Oxford Wealth Group, LLC History No change 134,417 5,798 2.59% 2.59% 146 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 132,336 5,708 0.16% 0.16% 147 0 0.0% Q2 2026 Jul 07, 2026
Visionary Wealth Advisors History No change 129,935 5,605 0.22% 0.22% 148 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 137,094 5,563 0.15% 0.16% 149 +6,747 5.18% Q3 2026 Oct 02, 2026
Main Street Financial Solutions, LLC History No change 127,084 5,482 0.35% 0.35% 150 0 0.0% Q2 2026 Aug 07, 2026
Gerald Baker Financial Group LLC History Added to 132,332 5,370 1.52% 1.6% 151 +2,180 1.67% Q3 2026 Oct 09, 2026
StoneX Group Inc. History No change 123,802 5,340 0.22% 0.22% 152 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 123,381 5,322 0.28% 0.28% 153 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 122,499 5,284 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 18, 2026
Meridian Wealth Management, LLC History No change 118,278 5,102 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 117,804 5,082 0.1% 0.1% 156 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 117,747 5,079 1.01% 1.01% 157 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Investment Management LLC History No change 115,902 5,000 4.54% 4.54% 158 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 111,947 4,829 0.15% 0.15% 159 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 110,893 4,783 0.31% 0.31% 160 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 109,787 4,736 0.07% 0.07% 161 0 0.0% Q2 2026 Aug 06, 2026
Virtus Family Office LLC History No change 108,889 4,697 3.71% 3.71% 162 0 0.0% Q2 2026 Aug 03, 2026
Proactive Wealth Strategies LLC History No change 108,364 4,674 0.75% 0.75% 163 0 0.0% Q2 2026 Aug 10, 2026
Boyer Financial Services, Inc. History No change 107,638 4,645 3.92% 3.92% 164 0 0.0% Q2 2026 Jul 17, 2026
Griffith & Werner, Inc. History No change 105,909 4,569 2.14% 2.14% 165 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 112,242 4,554 0.29% 0.32% 166 +986 0.89% Q3 2026 Oct 08, 2026
Continuum Advisory, LLC History No change 105,223 4,539 0.37% 0.37% 167 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 101,283 4,369 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 05, 2026
Sound Portfolio Advisors, LLC History No change 101,013 4,357 3.09% 3.09% 169 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 100,961 4,355 0.09% 0.09% 170 0 0.0% Q2 2026 Jul 13, 2026
Trueblood Wealth Management, LLC History No change 97,335 4,199 1.47% 1.47% 171 0 0.0% Q2 2026 Jul 27, 2026
Wisconsin Wealth Advisors, LLC History Added to 102,990 4,179 3.51% 3.79% 172 +328 0.32% Q3 2026 Oct 08, 2026
Forefront Wealth Partners, LLC History No change 96,676 4,170 1.29% 1.29% 173 0 0.0% Q2 2026 Aug 20, 2026
IFC & Insurance Marketing, Inc. History No change 95,140 4,104 3.61% 3.61% 174 0 0.0% Q2 2026 Jul 09, 2026
Prostatis Group LLC History No change 95,108 4,102 0.96% 0.96% 175 0 0.0% Q2 2026 Aug 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 94,754 4,087 1.15% 1.15% 176 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 94,501 4,076 0.05% 0.05% 177 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 90,593 3,908 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Maia Wealth LLC History No change 89,978 3,881 0.57% 0.57% 179 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 89,864 3,876 0.04% 0.04% 180 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History No change 89,124 3,844 0.41% 0.41% 181 0 0.0% Q2 2026 Jul 29, 2026
LM Advisors LLC History No change 88,429 3,815 0.44% 0.44% 182 0 0.0% Q2 2026 Aug 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 87,714 3,783 1.73% 1.73% 183 0 0.0% Q2 2026 Aug 13, 2026
Capital Advantage, Inc. History No change 86,871 3,747 0.46% 0.46% 184 0 0.0% Q2 2026 Jul 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 85,948 3,707 0.23% 0.23% 185 0 0.0% Q2 2026 Aug 07, 2026
CARLSON FINANCIAL, INC. History No change 85,441 3,686 1.88% 1.88% 186 0 0.0% Q2 2026 Aug 24, 2026
Maridea Wealth Management LLC History No change 85,270 3,678 0.4% 0.4% 187 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 85,088 3,670 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 13, 2026
Mason & Associates Inc History No change 83,523 3,603 0.58% 0.58% 189 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 82,439 3,556 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History No change 82,305 3,550 0.52% 0.52% 191 0 0.0% Q2 2026 Jul 17, 2026
VALLEY NATIONAL ADVISERS INC History No change 81,775 3,527 0.39% 0.39% 192 0 0.0% Q2 2026 Jul 29, 2026
BAM Wealth Management, LLC History No change 81,659 3,522 2.2% 2.2% 193 0 0.0% Q2 2026 Jul 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 79,303 3,421 1.79% 1.79% 194 0 0.0% Q2 2026 Aug 06, 2026
AssuredPartners Investment Advisors, LLC History No change 79,197 3,416 0.33% 0.33% 195 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 78,767 3,398 0.21% 0.21% 196 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 77,885 3,359 0.13% 0.13% 197 0 0.0% Q2 2026 Aug 10, 2026
HBW ADVISORY SERVICES LLC History No change 77,849 3,358 0.3% 0.3% 198 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 76,782 3,312 0.1% 0.1% 199 0 0.0% Q2 2026 Jul 15, 2026
PCG Wealth Advisors, LLC History No change 76,659 3,307 0.74% 0.74% 200 0 0.0% Q2 2026 Aug 03, 2026
Bluespring Wealth Management, LLC History No change 75,097 3,239 0.06% 0.06% 201 0 0.0% Q2 2026 Aug 11, 2026
RiverTree Advisors, LLC History No change 73,526 3,171 1.87% 1.87% 202 0 0.0% Q2 2026 Jul 22, 2026
Goldenstone Wealth Management LLC History No change 73,232 3,159 2.07% 2.07% 203 0 0.0% Q2 2026 Aug 05, 2026
Arcadia Wealth Management, Inc. History No change 73,020 3,150 1.5% 1.5% 204 0 0.0% Q2 2026 Aug 11, 2026
Stone Wealth Partners History No change 72,506 3,127 2.29% 2.29% 205 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 72,462 3,126 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 14, 2026
Atlas Wealth LLC History No change 72,461 3,125 0.45% 0.45% 207 0 0.0% Q2 2026 Jul 28, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 71,643 3,090 0.41% 0.41% 208 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 71,493 3,084 0.84% 0.84% 209 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 70,026 3,020 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 06, 2026
Formidable Asset Management, LLC History No change 75,368 2,971 0.47% 0.47% 211 0 0.0% Q2 2026 Jul 17, 2026
OakTrust Wealth Advisors, LLC History No change 68,503 2,955 2.55% 2.55% 212 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 68,241 2,943 0.66% 0.66% 213 0 0.0% Q2 2026 Jul 10, 2026
Fairway Financial, LLC History No change 67,121 2,895 1.98% 1.98% 214 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 66,610 2,873 0.07% 0.07% 215 0 0.0% Q2 2026 Aug 11, 2026
Total Clarity Wealth Management, Inc. History No change 66,497 2,868 0.56% 0.56% 216 0 0.0% Q2 2026 Jul 23, 2026
Ipsen Advisor Group LLC History No change 65,909 2,843 1.83% 1.83% 217 0 0.0% Q2 2026 Jul 29, 2026
CALTON & ASSOCIATES, INC. History No change 65,600 2,829 0.41% 0.41% 218 0 0.0% Q2 2026 Aug 10, 2026
Harvest Investment Services, LLC History No change 65,317 2,817 0.44% 0.44% 219 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 68,631 2,757 2.07% 2.07% 220 0 0.0% Q2 2026 Jul 30, 2026
Jacobi Capital Management LLC History No change 62,774 2,708 0.13% 0.13% 221 0 0.0% Q2 2026 Jul 31, 2026
Inscription Capital, LLC History No change 62,784 2,708 0.24% 0.24% 222 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 62,466 2,694 0.24% 0.24% 223 0 0.0% Q2 2026 Aug 06, 2026
Junk Investment Group, LLC History No change 61,971 2,673 1.18% 1.18% 224 0 0.0% Q2 2026 Jul 29, 2026
Symphony Financial, Ltd. Co. History No change 61,688 2,649 0.29% 0.29% 225 0 0.0% Q2 2026 Aug 03, 2026
Stegent Equity Advisors, Inc. History No change 61,388 2,648 1.9% 1.9% 226 0 0.0% Q2 2026 Jul 29, 2026
Ergawealth Advisors, Inc. History No change 61,380 2,647 1.03% 1.03% 227 0 0.0% Q2 2026 Aug 07, 2026
Spartan Wealth Advisory Services LLC History No change 60,284 2,600 0.21% 0.21% 228 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Planning Group, LLC History No change 60,154 2,595 0.83% 0.83% 229 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 59,774 2,578 0.15% 0.15% 230 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 59,737 2,577 0.12% 0.12% 231 0 0.0% Q2 2026 Jul 28, 2026
Beacon Financial Advisory LLC History No change 59,391 2,562 0.5% 0.5% 232 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 58,153 2,538 0.17% 0.17% 233 0 0.0% Q2 2026 Aug 07, 2026
Cherry Creek Investment Advisors, Inc. History No change 57,940 2,499 0.98% 0.98% 234 0 0.0% Q2 2026 Jul 30, 2026
Arkos Global Advisors History No change 56,537 2,439 0.29% 0.29% 235 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 56,482 2,436 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 56,456 2,435 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 56,189 2,425 0.29% 0.29% 238 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 55,524 2,395 1.21% 1.21% 239 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 54,570 2,354 0.05% 0.05% 240 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 54,059 2,332 0.74% 0.74% 241 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 53,731 2,319 0.14% 0.14% 242 0 0.0% Q2 2026 Jul 22, 2026
Commonwealth Financial Services, LLC History No change 52,664 2,271 0.31% 0.31% 243 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 52,464 2,263 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 51,740 2,232 0.07% 0.07% 245 0 0.0% Q2 2026 Jul 31, 2026
LeClair Wealth Partners LLC History No change 51,705 2,230 1.16% 1.16% 246 0 0.0% Q2 2026 Aug 04, 2026
Triad Wealth Partners, LLC History No change 49,194 2,181 0.13% 0.13% 247 0 0.0% Q2 2026 Aug 10, 2026
Bolthouse Investments, LLC History No change 50,397 2,174 1.76% 1.76% 248 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 50,241 2,167 1.27% 1.27% 249 0 0.0% Q2 2026 Aug 05, 2026
Juno Financial Group LLC History No change 49,855 2,150 0.76% 0.76% 250 0 0.0% Q2 2026 Aug 04, 2026
Purus Wealth Management, LLC History No change 48,976 2,112 0.58% 0.58% 251 0 0.0% Q2 2026 Jul 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 48,951 2,111 0.09% 0.09% 252 0 0.0% Q2 2026 Jul 27, 2026
Summit Investment Advisory Services, LLC History No change 48,725 2,102 0.53% 0.53% 253 0 0.0% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History No change 48,318 2,084 0.1% 0.1% 254 0 0.0% Q2 2026 Jul 23, 2026
TWO SIGMA INVESTMENTS, LP History No change 48,200 2,079 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 46,618 2,011 0.05% 0.05% 256 0 0.0% Q2 2026 Aug 14, 2026
Grantvest Financial Group LLC History No change 46,415 2,002 1.16% 1.16% 257 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 46,379 2,000 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 03, 2026
Anderson Financial Strategies, LLC History No change 45,386 1,998 1.04% 1.04% 259 0 0.0% Q2 2026 Aug 20, 2026
IFG Advisory, LLC History No change 46,061 1,987 0.07% 0.07% 260 0 0.0% Q2 2026 Aug 13, 2026
Financial Management, Inc. History No change 45,253 1,952 1.6% 1.6% 261 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 45,002 1,941 0.09% 0.09% 262 0 0.0% Q2 2026 Aug 04, 2026
Concentrum Wealth Management History No change 44,716 1,929 0.46% 0.46% 263 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth Management, LLC History No change 44,654 1,926 0.08% 0.08% 264 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 44,551 1,922 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 44,515 1,920 0.1% 0.1% 266 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 47,277 1,918 0.01% 0.01% 267 +17,862 60.72% Q3 2026 Oct 08, 2026
Walkner Condon Financial Advisors LLC History No change 44,195 1,906 0.22% 0.22% 268 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 43,226 1,864 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 10, 2026
PKS Advisory Services, LLC History No change 42,909 1,850 0.3% 0.3% 270 0 0.0% Q2 2026 Aug 04, 2026
Convergence Financial, LLC History No change 42,718 1,842 0.15% 0.15% 271 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 41,570 1,793 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 41,554 1,792 0.74% 0.74% 273 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 41,191 1,776 0.2% 0.2% 274 0 0.0% Q2 2026 Jul 10, 2026
Everest Financial Group LLC History No change 40,550 1,749 0.24% 0.24% 275 0 0.0% Q2 2026 Aug 10, 2026
Blueprint Financial Advisors LLC History No change 40,503 1,747 0.19% 0.19% 276 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 39,358 1,698 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 39,348 1,697 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 39,253 1,693 0.14% 0.14% 279 0 0.0% Q2 2026 Jul 28, 2026
Advyzon Investment Management, LLC History No change 38,499 1,660 0.12% 0.12% 280 0 0.0% Q2 2026 Aug 14, 2026
NI ACQUISITIONS COMPANY, LLC History No change 2,204 1,645 0.7% 0.7% 281 0 0.0% Q2 2026 Aug 05, 2026
Goodman Financial Corp History No change 38,044 1,641 0.25% 0.25% 282 0 0.0% Q2 2026 Jul 29, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 37,926 1,636 0.25% 0.25% 283 0 0.0% Q2 2026 Jul 14, 2026
Blueprint Investment Partners LLC History No change 37,680 1,625 0.14% 0.14% 284 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 37,433 1,614 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 10, 2026
Traction Financial Partners, LLC History No change 37,366 1,611 0.86% 0.86% 286 0 0.0% Q2 2026 Aug 13, 2026
Arista Wealth Management, LLC History No change 37,284 1,608 0.17% 0.17% 287 0 0.0% Q2 2026 Jul 08, 2026
Huntleigh Advisors, Inc. History No change 36,649 1,581 0.22% 0.22% 288 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 36,495 1,574 0.04% 0.04% 289 0 0.0% Q2 2026 Aug 05, 2026
PURSUE WEALTH PARTNERS LLC History No change 36,449 1,572 0.88% 0.88% 290 0 0.0% Q2 2026 Aug 07, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 36,180 1,560 0.8% 0.8% 291 0 0.0% Q2 2026 Jul 16, 2026
FMR LLC History No change 36,150 1,559 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History Reduced 37,731 1,557 0.77% 0.86% 293 -736 -1.91% Q3 2026 Oct 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 36,087 1,556 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 19, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 36,090 1,556 0.35% 0.35% 295 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 36,005 1,553 0.12% 0.12% 296 0 0.0% Q2 2026 Aug 13, 2026
Vantus Wealth LLC History No change 35,978 1,552 0.83% 0.83% 297 0 0.0% Q2 2026 Aug 07, 2026
BlueChip Wealth Advisors LLC History No change 35,859 1,546 0.59% 0.59% 298 0 0.0% Q2 2026 Jul 30, 2026
Wagner Wealth Management, Corp History No change 35,770 1,543 1.25% 1.25% 299 0 0.0% Q2 2026 Aug 10, 2026
Barry Investment Advisors, LLC History No change 35,678 1,539 0.32% 0.32% 300 0 0.0% Q2 2026 Jul 09, 2026
FLAGSTAR SECURITIES, INC History No change 34,405 1,484 0.45% 0.45% 301 0 0.0% Q2 2026 Jul 15, 2026
Blom & Howell Financial Planning, Inc. History No change 34,416 1,484 1.24% 1.24% 302 0 0.0% Q2 2026 Aug 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 33,997 1,466 0.06% 0.06% 303 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 33,064 1,426 0.77% 0.77% 304 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth, LLC/TN History No change 32,757 1,409 0.71% 0.71% 305 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 32,585 1,405 0.05% 0.05% 306 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 32,371 1,396 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 32,378 1,396 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Financial Services LLC History No change 32,363 1,396 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 31,058 1,339 0.09% 0.09% 310 0 0.0% Q2 2026 Jul 27, 2026
FLOW TRADERS U.S. LLC History No change 30,524 1,317 0.05% 0.05% 311 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 29,589 1,276 0.37% 0.37% 312 0 0.0% Q2 2026 Jul 24, 2026
Kovack Advisors, Inc. History No change 29,391 1,268 0.06% 0.06% 313 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History Reduced 31,097 1,261 0.2% 0.22% 314 -436 -1.38% Q3 2026 Oct 09, 2026
Rothschild Wealth LLC History No change 29,219 1,260 0.1% 0.1% 315 0 0.0% Q2 2026 Aug 11, 2026
tru Independence LLC History No change 28,915 1,247 0.55% 0.55% 316 0 0.0% Q2 2026 Aug 10, 2026
SFG Wealth Management, LLC. History No change 28,871 1,245 0.45% 0.45% 317 0 0.0% Q2 2026 Jul 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 28,798 1,242 0.06% 0.06% 318 0 0.0% Q2 2026 Aug 11, 2026
SMITH, MOORE & CO. History No change 28,329 1,222 0.08% 0.08% 319 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 27,885 1,202 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 05, 2026
Ellsworth Advisors, LLC History No change 27,654 1,190 0.2% 0.2% 321 0 0.0% Q2 2026 Jul 16, 2026
Snowden Capital Advisors LLC History No change 27,423 1,183 0.03% 0.03% 322 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 26,915 1,161 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 26,462 1,141 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 26,358 1,137 1.11% 1.11% 325 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Investment Partners, Inc. History No change 26,320 1,135 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 13, 2026
Horizon Advisory Services, Inc. History No change 26,298 1,134 0.48% 0.48% 327 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 25,950 1,119 0.02% 0.02% 328 0 0.0% Q2 2026 Jul 17, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 27,398 1,111 0.71% 0.76% 329 -1,412 -4.9% Q3 2026 Oct 07, 2026
Federation des caisses Desjardins du Quebec History No change 25,240 1,088 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 25,142 1,084 0.07% 0.07% 331 0 0.0% Q2 2026 Aug 06, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 24,990 1,078 0.34% 0.34% 332 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History No change 26,492 1,075 0.03% 0.03% 333 0 0.0% Q3 2026 Oct 08, 2026
INVESTMENT PARTNERS, LTD. History No change 24,366 1,051 0.33% 0.33% 334 0 0.0% Q2 2026 Aug 04, 2026
Pitti Group Wealth Management, LLC History No change 24,220 1,044 0.76% 0.76% 335 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 24,191 1,043 0.08% 0.08% 336 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 24,160 1,042 0.04% 0.04% 337 0 0.0% Q2 2026 Aug 05, 2026
J. Derek Lewis & Associates Inc. History No change 24,138 1,041 0.2% 0.2% 338 0 0.0% Q2 2026 Jul 31, 2026
Fearless Solutions, LLC dba Best Invest History No change 24,091 1,039 0.55% 0.55% 339 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 23,846 1,028 0.14% 0.14% 340 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 23,694 1,022 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 23,603 1,018 0.0% 0.0% 342 0 0.0% Q2 2026 Sep 02, 2026
Triton Wealth Management, PLLC History No change 23,960 1,015 0.31% 0.31% 343 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 22,801 983 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 22,543 972 0.03% 0.03% 345 0 0.0% Q2 2026 Jul 07, 2026
Cottage Street Advisors LLC History No change 21,876 943 0.36% 0.36% 346 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Group History No change 21,458 925 0.05% 0.05% 347 0 0.0% Q2 2026 Jul 29, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 21,424 924 0.69% 0.69% 348 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,203 914 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 13, 2026
Stiles Financial Services Inc History No change 21,123 911 0.23% 0.23% 350 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 20,902 901 0.05% 0.05% 351 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 20,725 894 0.03% 0.03% 352 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Financial Group, Inc. History No change 20,548 886 0.27% 0.27% 353 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 20,191 871 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 20,205 871 0.03% 0.03% 355 0 0.0% Q2 2026 Jul 29, 2026
Keystone Financial Services, LLC History No change 20,195 871 0.52% 0.52% 356 0 0.0% Q2 2026 Jul 24, 2026
Centennial Wealth Advisory LLC History No change 20,144 869 0.19% 0.19% 357 0 0.0% Q2 2026 Jul 13, 2026
Elevated Capital Advisors, LLC History No change 20,042 864 0.24% 0.24% 358 0 0.0% Q2 2026 Aug 03, 2026
ADVISORTRUST PARTNERS, LLC History No change 19,925 859 0.29% 0.29% 359 0 0.0% Q2 2026 Aug 10, 2026
Entruity Wealth, LLC History No change 19,678 848 0.55% 0.55% 360 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 19,642 847 0.22% 0.22% 361 0 0.0% Q2 2026 Jul 20, 2026
Platform Technology Partners History No change 19,547 843 0.14% 0.14% 362 0 0.0% Q2 2026 Jul 24, 2026
Frederick Financial Consultants, LLC History No change 19,254 830 0.35% 0.35% 363 0 0.0% Q2 2026 Aug 14, 2026
MANCHESTER FINANCIAL INC History No change 19,104 824 0.15% 0.15% 364 0 0.0% Q2 2026 Jul 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 18,870 814 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,597 802 0.0% 0.0% 366 0 0.0% Q2 2026 Sep 23, 2026
REICON WEALTH ADVISORS, LLC History No change 18,587 801 0.49% 0.49% 367 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 18,529 799 0.29% 0.29% 368 0 0.0% Q2 2026 Jul 08, 2026
Kaydan Wealth Management, Inc. History Added to 19,485 790 0.27% 0.25% 369 +471 2.48% Q3 2026 Oct 08, 2026
Altus Wealth Group LLC History No change 18,309 789 0.29% 0.29% 370 0 0.0% Q2 2026 Jul 17, 2026
Strategic Financial Concepts, LLC History No change 18,148 782 0.23% 0.23% 371 0 0.0% Q2 2026 Jul 27, 2026
Clear Point Advisors Inc. History No change 18,121 781 0.69% 0.69% 372 0 0.0% Q2 2026 Jul 28, 2026
Kinetic Wealth Investment Advisors LLC History No change 17,340 748 0.35% 0.35% 373 0 0.0% Q2 2026 Sep 02, 2026
IFP Advisors, Inc History No change 16,772 723 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 20, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 16,646 718 0.12% 0.12% 375 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 16,592 715 0.07% 0.07% 376 0 0.0% Q2 2026 Aug 14, 2026
TCFG Investment Advisors, LLC History No change 16,297 703 0.24% 0.24% 377 0 0.0% Q2 2026 Jul 17, 2026
Redhawk Wealth Advisors, Inc. History No change 16,133 695 0.07% 0.07% 378 0 0.0% Q2 2026 Jul 09, 2026
Comprehensive Financial Planning, Inc./PA History No change 16,080 693 0.37% 0.37% 379 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 15,958 692 0.15% 0.15% 380 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 16,031 691 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 15,820 682 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 15,715 677 0.15% 0.15% 383 0 0.0% Q2 2026 Jul 09, 2026
Johnson Financial Group, LLC History No change 15,705 677 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Wealth Management Inc. History No change 15,497 668 0.41% 0.41% 385 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 15,450 666 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 27, 2026
Premier Private Wealth Management LLC History No change 15,313 660 0.58% 0.58% 387 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 14,957 653 0.05% 0.05% 388 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 15,035 648 0.04% 0.04% 389 0 0.0% Q2 2026 Jul 21, 2026
Financial Partners Group, Inc History No change 14,890 642 0.07% 0.07% 390 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 14,685 633 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 07, 2026
Davis Investment Partners, LLC History No change 14,583 629 0.19% 0.19% 392 0 0.0% Q2 2026 Aug 07, 2026
Cedrus Wealth Group LLC History No change 14,377 620 0.54% 0.54% 393 0 0.0% Q2 2026 Jul 30, 2026
BARRETT & COMPANY, INC. History No change 14,225 613 0.17% 0.17% 394 0 0.0% Q2 2026 Jul 24, 2026
Directional Asset Management History No change 14,064 606 0.51% 0.51% 395 0 0.0% Q2 2026 Jul 24, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 13,870 598 0.33% 0.33% 396 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Partners, LLC History No change 13,794 595 0.08% 0.08% 397 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 13,647 588 0.03% 0.03% 398 0 0.0% Q2 2026 Jul 31, 2026
Insight Inv LLC History No change 13,645 588 0.28% 0.28% 399 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 13,532 584 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 27, 2026
IFS Group,LLC History No change 13,497 582 0.8% 0.8% 401 0 0.0% Q2 2026 Jul 23, 2026
Objective Capital Management, LLC History No change 13,260 572 0.51% 0.51% 402 0 0.0% Q2 2026 Jul 20, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 14,069 570 0.39% 0.42% 403 -197 -1.38% Q3 2026 Oct 09, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 13,200 569 0.16% 0.16% 404 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 13,049 563 0.06% 0.06% 405 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 12,984 560 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 13,252 553 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 13, 2026
McKinney Capital Management, LLC History No change 12,721 548 0.22% 0.22% 408 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 12,556 541 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 12,453 537 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
Core Wealth Advisors, Inc. History No change 12,289 530 0.11% 0.11% 411 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 12,149 524 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,126 523 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 10, 2026
Laraway Financial Advisors Inc History No change 12,105 522 0.32% 0.32% 414 0 0.0% Q2 2026 Aug 03, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 11,929 514 0.21% 0.21% 415 0 0.0% Q2 2026 Jul 14, 2026
Cannon Wealth Management Services, LLC History No change 11,881 512 0.28% 0.28% 416 0 0.0% Q2 2026 Aug 11, 2026
Old Port Advisors History No change 11,696 504 0.1% 0.1% 417 0 0.0% Q2 2026 Jul 21, 2026
Allie Family Office LLC History No change 11,545 498 0.18% 0.18% 418 0 0.0% Q2 2026 Oct 02, 2026
VICTORY FINANCIAL GROUP, LLC History No change 11,562 498 0.05% 0.05% 419 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 11,236 484 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 12, 2026
Flavin Financial Services, Inc. History No change 11,072 477 0.27% 0.27% 421 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 10,918 471 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 06, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 10,848 468 0.28% 0.28% 423 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Union Bankshares Corp History No change 10,829 467 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 11, 2026
Quad-Cities Investment Group, LLC History No change 10,742 463 0.17% 0.17% 425 0 0.0% Q2 2026 Jul 07, 2026
Advance Capital Management, Inc. History No change 10,722 462 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 12, 2026
JT Stratford LLC History No change 10,282 443 0.05% 0.05% 427 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,285 443 0.05% 0.05% 428 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 10,183 439 0.11% 0.11% 429 0 0.0% Q2 2026 Jul 28, 2026
Prasad Wealth Partners, LLC History No change 10,122 436 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 29, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 9,969 434 0.43% 0.43% 431 0 0.0% Q2 2026 Aug 06, 2026
Fifth Third Wealth Advisors LLC History No change 9,923 428 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 17, 2026
Presidio Capital Management, LLC History No change 9,892 426 0.11% 0.11% 433 0 0.0% Q2 2026 Jul 14, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 10,473 425 0.07% 0.08% 435 -1,283 -10.91% Q3 2026 Oct 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,858 425 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 9,797 422 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 9,626 415 0.04% 0.04% 437 0 0.0% Q2 2026 Jul 29, 2026
UPTICK PARTNERS, LLC History No change 9,559 412 0.06% 0.06% 438 0 0.0% Q2 2026 Aug 10, 2026
LaSalle St. Investment Advisors, LLC History No change 9,468 408 0.05% 0.05% 439 0 0.0% Q2 2026 Aug 11, 2026
GENTRY PRIVATE WEALTH, LLC History No change 9,460 408 0.21% 0.21% 440 0 0.0% Q2 2026 Aug 05, 2026
CPC Advisors, LLC History No change 9,397 405 0.05% 0.05% 441 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 9,200 396 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 8,972 387 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 8,871 383 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 8,725 376 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 12, 2026
Second Half Financial Partners, LLC History No change 8,706 375 0.15% 0.15% 446 0 0.0% Q2 2026 Jul 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,377 361 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 20, 2026
ALBION FINANCIAL GROUP /UT History No change 8,250 355 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 22, 2026
Fortis Group Advisors, LLC History No change 8,237 355 0.06% 0.06% 449 0 0.0% Q2 2026 Jul 24, 2026
626 Financial, LLC History No change 8,178 352 0.14% 0.14% 450 0 0.0% Q2 2026 Jul 27, 2026
First City Capital Management, Inc. History No change 8,125 350 0.17% 0.17% 451 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 8,049 347 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 7,788 335 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 7,701 332 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 7,681 331 0.14% 0.14% 455 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 7,687 330 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 14, 2026
American Financial Advisors, LLC History No change 7,639 329 0.04% 0.04% 457 0 0.0% Q2 2026 Jul 14, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 7,596 327 0.09% 0.09% 458 0 0.0% Q2 2026 Jul 15, 2026
Carter Financial, LLC History No change 7,597 327 0.25% 0.25% 459 0 0.0% Q2 2026 Aug 13, 2026
HBK Sorce Advisory LLC History No change 7,298 325 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 06, 2026
Team Financial Group, LLC History No change 7,513 324 0.14% 0.14% 461 0 0.0% Q2 2026 Jul 10, 2026
Financial Solutions Advisory Group, Inc. History No change 7,459 319 0.04% 0.04% 462 0 0.0% Q2 2026 Jul 13, 2026
Bulltick Wealth Management, LLC History No change 7,344 316 0.06% 0.06% 463 0 0.0% Q2 2026 Jul 30, 2026
Waterfront Wealth Inc. History No change 7,340 315 0.05% 0.05% 464 0 0.0% Q2 2026 Jul 30, 2026
Collaborative Wealth Managment Inc. History No change 7,217 311 0.13% 0.13% 465 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 7,153 308 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 7,127 307 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 14, 2026
1776 Wealth LLC History No change 7,067 304 0.11% 0.11% 468 0 0.0% Q2 2026 Aug 10, 2026
Michels Family Financial, LLC History No change 7,007 302 0.19% 0.19% 469 0 0.0% Q2 2026 Aug 14, 2026
Next Level Private LLC History No change 6,963 300 0.06% 0.06% 470 0 0.0% Q2 2026 Jul 09, 2026
SEI INVESTMENTS CO History No change 6,827 294 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History No change 6,754 291 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 6,742 290 0.01% 0.01% 473 0 0.0% Q2 2026 Jul 17, 2026
RHODES INVESTMENT ADVISORS INC /ADV History New 6,950 282 0.2% — 475 +6,950 New Q3 2026 Oct 07, 2026
Integrated Investment Consultants, LLC History No change 6,555 282 0.06% 0.06% 474 0 0.0% Q2 2026 Aug 17, 2026
CacheTech Inc. History No change 6,310 272 0.04% 0.04% 476 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 6,286 271 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 30, 2026
MONTAG A & ASSOCIATES INC History No change 6,184 266 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 05, 2026
Headland Capital, LLC History No change 6,143 265 0.07% 0.07% 479 0 0.0% Q2 2026 Jul 29, 2026
Park Square Financial Group, LLC History No change 6,131 264 2.38% 2.38% 480 0 0.0% Q2 2026 Jul 31, 2026
WealthCare Investment Partners, LLC History No change 5,980 257 0.06% 0.06% 481 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 5,935 256 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 5,769 246 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 15, 2026
COFG Advisors, LLC History No change 5,575 240 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 5,427 234 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 24, 2026
Corient Private Wealth LP History No change 5,406 233 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 5,372 231 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 14, 2026
MSH Capital Advisors LLC History No change 5,273 227 0.04% 0.04% 488 0 0.0% Q2 2026 Aug 10, 2026
Pasadena Private Wealth, LLC History No change 5,250 226 0.03% 0.03% 489 0 0.0% Q2 2026 Aug 10, 2026
Morey & Quinn Wealth Partners, LLC History No change 5,247 226 0.15% 0.15% 490 0 0.0% Q2 2026 Jul 27, 2026
Grove Bank & Trust History No change 5,500 223 0.02% 0.02% 491 0 0.0% Q3 2026 Oct 08, 2026
Balboa Wealth Partners History No change 5,077 219 0.03% 0.03% 492 0 0.0% Q2 2026 Aug 10, 2026
OMNI 360 Wealth, Inc. History No change 5,071 218 0.1% 0.1% 493 0 0.0% Q2 2026 Jul 13, 2026
Symphony Financial Services, Inc. History No change 5,035 217 0.1% 0.1% 494 0 0.0% Q2 2026 Jul 22, 2026
WealthPlan Investment Management, LLC History No change 5,003 215 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 28, 2026
Forge Financial Services LLC History No change 4,828 208 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 07, 2026
Crusonia Wealth Advisors LLC History No change 4,813 207 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 30, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 4,734 204 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Management Group, Inc. History No change 4,691 202 0.09% 0.09% 499 0 0.0% Q2 2026 Jul 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 4,607 199 0.05% 0.05% 500 0 0.0% Q2 2026 Jul 30, 2026
NFSG Corp History No change 4,085 176 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 3,824 164 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,478 150 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 3,137 135 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 17, 2026
WOLFF WIESE MAGANA LLC History No change 3,110 134 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 13, 2026
IMA Advisory Services, Inc. History No change 3,015 130 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History No change 2,829 122 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 27, 2026
Financial Network Wealth Advisors LLC History No change 2,832 122 0.12% 0.12% 508 0 0.0% Q2 2026 Jul 29, 2026
NBH Bank History No change 2,560 110 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 2,524 108 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 2,198 94 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 2,081 89 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 17, 2026
Dunhill Financial, LLC History No change 1,870 80 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 1,683 72 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 1,507 65 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,528 65 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 1,414 61 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 13, 2026
TD Capital Management LLC History No change 1,412 60 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 1,283 55 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 23, 2026
Torren Management, LLC History No change 1,268 54 0.03% 0.03% 520 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 1,226 52 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 30, 2026
Accordant Advisory Group Inc History No change 1,200 51 0.03% 0.03% 522 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 1,128 48 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 1,088 46 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,041 44 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History New 1,018 41 0.02% — 527 +1,018 New Q3 2026 Oct 05, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 957 41 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 938 40 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 924 39 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 24, 2026
Orion Capital Management LLC History No change 893 38 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 17, 2026
Rossby Financial, LCC History No change 809 34 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 775 33 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 740 31 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 788 31 0.01% 0.01% 534 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 734 31 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 635 27 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 07, 2026
Russell Investments Group, Ltd. History No change 642 27 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 06, 2026
LFA - Lugano Financial Advisors SA History No change 640 27 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History No change 685 27 0.0% 0.0% 539 0 0.0% Q3 2026 Oct 07, 2026
Hoese & Co LLP History No change 597 25 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 14, 2026
Financial Perspectives, Inc History No change 600 25 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History New 542 21 0.0% — 546 +542 New Q3 2026 Oct 08, 2026
Global Trust Asset Management, LLC History No change 494 21 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 494 21 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 21, 2026
Whipplewood Advisors, LLC History No change 500 21 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 27, 2026
Timbuktu Capital Management, LLC History No change 500 21 0.03% 0.03% 545 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 474 19 0.0% 0.0% 547 0 0.0% Q3 2026 Oct 05, 2026
GoalVest Advisory LLC History No change 477 19 0.0% 0.0% 548 0 0.0% Q3 2026 Oct 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 444 19 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 431 18 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 02, 2026
TIAA Wealth Investment Management LLC History No change 423 18 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History No change 378 16 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 327 14 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 20, 2026
Steigerwald, Gordon & Koch Inc. History No change 329 14 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 22, 2026
CBIZ Investment Advisory Services, LLC History No change 380 14 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 300 13 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 292 12 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 21, 2026
FIRST HORIZON CORP History No change 260 11 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 274 11 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 234 10 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 13, 2026
MTM Investment Management, LLC History No change 226 9 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ADVISERS INC History No change 202 8 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History No change 207 8 0.0% 0.0% 563 0 0.0% Q3 2026 Oct 07, 2026
AMERICAN NATIONAL BANK & TRUST History No change 220 8 0.0% 0.0% 564 0 0.0% Q3 2026 Oct 07, 2026
Main Street Group, LTD History No change 203 8 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 13, 2026
Park Place Capital Corp History No change 190 8 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 208 8 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 152 6 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 160 6 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 140 6 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 27, 2026
Mascoma Wealth Management LLC History No change 123 5 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO History No change 100 4 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 101 4 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 07, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 79 3 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 21, 2026
Bernard Wealth Management Corp. History No change 74 3 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 21, 2026
GK Wealth Management LLC History New 50 2 0.0% — 577 +50 New Q3 2026 Oct 09, 2026
Costello Asset Management, INC History No change 56 2 0.0% 0.0% 576 0 0.0% Q2 2026 Jul 28, 2026
Financial Gravity Companies, Inc. History No change 31 1 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 05, 2026
Signature Equity Partners, LLC History No change 30 1 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 30, 2026
Parkside Financial Bank & Trust History No change 1,191 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Coppell Advisory Solutions LLC History No change 28,138 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Morton Brown Family Wealth, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Coston, McIsaac & Partners History No change 13 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Imprint Wealth LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026