ETF Series Solutions - SIXG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 288,358 | 27,404 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 145,261 | 13,805 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 107,220 | 10,189 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | Added to | 102,143 | 8,686 | 0.63% | 0.69% | 4 | +1,260 | 1.25% | Q3 2026 | Oct 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 89,835 | 8,537 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,043 | 7,997 | 0.02% | 0.03% | 6 | +3,180 | 3.5% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,577 | 5,576 | 0.01% | 0.01% | 7 | -4,494 | -6.41% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 56,613 | 5,381 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 51,243 | 4,869 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 48,745 | 4,632 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Freedom, LLC | History | No change | 37,201 | 3,535 | 1.62% | 1.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 37,893 | 3,222 | 0.0% | 0.0% | 12 | +1,312 | 3.59% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,073 | 3,143 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 38,825 | 3,140 | 0.57% | 0.59% | 14 | -150 | -0.38% | Q3 2026 | Oct 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 32,920 | 3,128 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,543 | 3,093 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advantage Trust Co | History | Reduced | 35,726 | 3,038 | 1.07% | 1.25% | 17 | -1,530 | -4.11% | Q3 2026 | Oct 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,390 | 2,983 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,576 | 2,525 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 26,271 | 2,496 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 27,022 | 2,298 | 0.06% | 0.07% | 21 | +1,924 | 7.67% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 23,335 | 2,218 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 22,925 | 2,178 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,061 | 1,906 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belvedere Trading LLC | History | Reduced | 20,023 | 1,702 | 0.0% | 0.0% | 25 | -8,364 | -29.46% | Q3 2026 | Nov 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 17,809 | 1,693 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,747 | 1,686 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,459 | 1,659 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,145 | 1,629 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 17,112 | 1,626 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,866 | 1,519 | 0.04% | 0.04% | 31 | -350 | -1.92% | Q3 2026 | Oct 22, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 15,688 | 1,490 | 0.71% | 0.71% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 15,308 | 1,454 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 17,066 | 1,451 | 0.0% | 0.0% | 34 | +1,178 | 7.41% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,456 | 1,278 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,243 | 1,211 | 0.0% | 0.0% | 36 | -949 | -6.25% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,539 | 1,191 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,631 | 1,159 | 0.01% | 0.01% | 38 | +1,131 | 9.05% | Q3 2026 | Oct 26, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 13,540 | 1,151 | 2.28% | 3.96% | 39 | -4,675 | -25.67% | Q3 2026 | Nov 03, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 11,283 | 959 | 0.25% | 0.28% | 40 | -236 | -2.05% | Q3 2026 | Oct 19, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 11,250 | 956 | 0.22% | 0.26% | 41 | -329 | -2.84% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 9,438 | 896 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HT Partners LLC | History | No change | 10,345 | 879 | 0.24% | 0.27% | 43 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 8,997 | 855 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 8,967 | 852 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,170 | 779 | 0.07% | 0.08% | 46 | -200 | -2.13% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 8,146 | 774 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,149 | 774 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 8,058 | 765 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,665 | 736 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Frisch Financial Group, Inc. | History | No change | 7,357 | 699 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,098 | 674 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 7,629 | 648 | 0.07% | 0.08% | 53 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 7,161 | 628 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,547 | 622 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 6,920 | 588 | 0.02% | 0.03% | 56 | -500 | -6.74% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,947 | 505 | 0.0% | 0.0% | 57 | -6 | -0.1% | Q3 2026 | Oct 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,866 | 498 | 0.0% | 0.0% | 58 | +2,073 | 54.65% | Q3 2026 | Oct 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,432 | 497 | 0.01% | 0.01% | 59 | +70 | 1.1% | Q3 2026 | Nov 04, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,227 | 496 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,062 | 481 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Symphony Financial Services, Inc. | History | No change | 4,988 | 474 | 0.21% | 0.21% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,948 | 470 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schear Investment Advisers, LLC | History | New | 5,499 | 467 | 0.06% | — | 65 | +5,499 | New | Q3 2026 | Oct 14, 2026 |
| Tempo Wealth, LLC | History | Added to | 5,499 | 467 | 0.06% | 0.08% | 64 | +4 | 0.07% | Q3 2026 | Oct 14, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 5,431 | 462 | 0.29% | 0.32% | 66 | +90 | 1.69% | Q3 2026 | Oct 20, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,754 | 451 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,171 | 439 | 0.03% | 0.03% | 68 | +1 | 0.02% | Q3 2026 | Oct 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,138 | 434 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 4,511 | 428 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,480 | 425 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,476 | 425 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,443 | 422 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,289 | 407 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,141 | 393 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 4,514 | 383 | 0.34% | 0.42% | 77 | -1,144 | -20.22% | Q3 2026 | Oct 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,560 | 383 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 4,024 | 382 | 0.21% | 0.21% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,000 | 380 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Palumbo Wealth Management LLC | History | No change | 4,000 | 380 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 3,990 | 379 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,444 | 377 | 0.04% | 0.05% | 82 | -195 | -4.2% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,105 | 376 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 4,433 | 376 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 4,421 | 375 | 0.36% | 0.4% | 85 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ProCore Advisors, LLC | History | New | 4,259 | 362 | 0.44% | — | 86 | +4,259 | New | Q3 2026 | Oct 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 3,800 | 361 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Insight Inv LLC | History | Reduced | 4,160 | 353 | 0.17% | 0.19% | 88 | -7 | -0.17% | Q3 2026 | Oct 26, 2026 |
| Csenge Advisory Group | History | No change | 4,094 | 348 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 4,089 | 347 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 3,638 | 345 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kirkwood Financial Services | History | No change | 3,498 | 332 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,890 | 330 | 0.02% | 0.02% | 93 | +1 | 0.03% | Q3 2026 | Oct 09, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,870 | 329 | 0.01% | 0.01% | 95 | -11 | -0.28% | Q3 2026 | Nov 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,875 | 329 | 0.19% | 0.21% | 94 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,824 | 325 | 0.0% | 0.0% | 96 | -6,175 | -61.76% | Q3 2026 | Nov 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,381 | 321 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,768 | 320 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,362 | 319 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | No change | 3,330 | 316 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,694 | 314 | 0.0% | 0.0% | 101 | +98 | 2.73% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,582 | 304 | 0.0% | 0.0% | 102 | +6 | 0.17% | Q3 2026 | Oct 30, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 3,476 | 295 | 0.03% | 0.04% | 103 | -40 | -1.14% | Q3 2026 | Oct 19, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,473 | 295 | 0.09% | 0.1% | 104 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,042 | 289 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,123 | 287 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,374 | 286 | 0.03% | 0.04% | 107 | +2 | 0.06% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,276 | 283 | 0.0% | 0.0% | 108 | +193 | 6.26% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,987 | 283 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,327 | 282 | 0.0% | 0.01% | 110 | -3,185 | -48.91% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,878 | 273 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 2,880 | 273 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 3,115 | 264 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 2,730 | 259 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 2,700 | 256 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 2,664 | 253 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,618 | 248 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 2,616 | 248 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,568 | 244 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 3,261 | 243 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,500 | 237 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 2,480 | 235 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BXM Wealth LLC | History | No change | 2,730 | 232 | 0.12% | 0.14% | 123 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,428 | 230 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | Added to | 2,704 | 229 | 0.01% | 0.01% | 125 | +2 | 0.07% | Q3 2026 | Oct 22, 2026 |
| Cascade Financial Partners, LLC | History | No change | 2,420 | 229 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 2,544 | 224 | 0.04% | 0.05% | 127 | +2 | 0.08% | Q3 2026 | Oct 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,621 | 222 | 0.06% | 0.07% | 128 | +13 | 0.5% | Q3 2026 | Oct 19, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 2,585 | 219 | 0.08% | 0.09% | 129 | +2 | 0.08% | Q3 2026 | Oct 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,285 | 217 | 0.09% | 0.09% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,153 | 204 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | No change | 2,400 | 204 | 0.04% | 0.05% | 132 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PSI Advisors, LLC | History | No change | 2,154 | 204 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 626 Financial, LLC | History | No change | 2,400 | 204 | 0.08% | 0.09% | 134 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,125 | 202 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,355 | 202 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,120 | 201 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 1,830 | 174 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Reduced | 1,970 | 167 | 0.01% | 0.01% | 139 | -1,172 | -37.3% | Q3 2026 | Oct 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,904 | 161 | 0.0% | 0.0% | 140 | -100 | -4.99% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,504 | 142 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 1,258 | 119 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,252 | 118 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 118 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,100 | 105 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pathway Financial Advisers, LLC | History | New | 1,231 | 104 | 0.03% | — | 146 | +1,231 | New | Q3 2026 | Oct 26, 2026 |
| Balance Wealth Partners LLC | History | New | 1,200 | 102 | 0.02% | — | 147 | +1,200 | New | Q3 2026 | Oct 27, 2026 |
| Osbon Capital Management LLC | History | No change | 1,015 | 96 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | Added to | 1,071 | 91 | 0.09% | 0.1% | 149 | +1 | 0.09% | Q3 2026 | Oct 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 879 | 83 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 851 | 80 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 784 | 74 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 754 | 64 | 0.0% | 0.0% | 153 | -144 | -16.04% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 636 | 60 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 626 | 59 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 600 | 57 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 602 | 57 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 575 | 54 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 516 | 49 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 47 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 538 | 45 | 0.01% | — | 162 | +538 | New | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Added to | 533 | 45 | 0.0% | 0.0% | 161 | +91 | 20.59% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 524 | 44 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 511 | 43 | 0.0% | 0.0% | 164 | +1 | 0.2% | Q3 2026 | Oct 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 400 | 38 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 406 | 38 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 400 | 38 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 371 | 35 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 34 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 365 | 31 | 0.0% | 0.0% | 170 | -1 | -0.27% | Q3 2026 | Oct 08, 2026 |
| Laurel Wealth Advisors LLC | History | New | 308 | 26 | 0.0% | — | 171 | +308 | New | Q3 2026 | Oct 27, 2026 |
| Concord Wealth Partners | History | Reduced | 266 | 22 | 0.0% | 0.0% | 172 | -163 | -38.0% | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 250 | 21 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 197 | 16 | 0.0% | 0.0% | 174 | +1 | 0.51% | Q3 2026 | Oct 27, 2026 |
| DeDora Capital, Inc. | History | New | 178 | 15 | 0.0% | — | 176 | +178 | New | Q3 2026 | Oct 26, 2026 |
| Advocate Investing Services LLC | History | No change | 181 | 15 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 163 | 13 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 120 | 11 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 112 | 10 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 115 | 10 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 103 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 100 | 9 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 83 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 77 | 7 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 188 | -387 | -90.21% | Q3 2026 | Nov 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | History | New | 24 | 2 | 0.0% | — | 191 | +24 | New | Q3 2026 | Oct 15, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 30 | 2 | 0.0% | 0.0% | 190 | +2 | 7.14% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Go Invest LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,537 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,316 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,300 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,280 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -2,264 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,223 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,125 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,225 | -100.0% | Q3 2026 | Oct 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2026 | Oct 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Bear Mountain Capital, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 03, 2026 |