FIRST TRUST EXCHANGE-TRADED FUND VI - TDIV
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 | Reduced | 2,751,129 | 316,049 | 0.07% | 0.07% | 1 | -49,219 | -1.76% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,890,317 | 217,159 | 0.01% | 0.01% | 2 | +63,382 | 3.47% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,490,872 | 171,271 | 0.01% | 0.01% | 3 | +5,377 | 0.36% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,454,869 | 167,135 | 0.05% | 0.04% | 4 | +56,275 | 4.02% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,362,599 | 156,535 | 0.03% | 0.02% | 5 | -9,859 | -0.72% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,051,698 | 120,819 | 0.02% | 0.01% | 6 | -14,448 | -1.36% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 838,304 | 96,304 | 0.02% | 0.02% | 7 | +71,483 | 9.32% | Q2 2026 | Aug 03, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 695,257 | 79,871 | 5.91% | 4.96% | 8 | +7,673 | 1.12% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 584,384 | 67,135 | 0.01% | 0.01% | 9 | +43,019 | 7.95% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 583,104 | 66,985 | 0.01% | 0.01% | 10 | +29,549 | 5.34% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 483,646 | 55,561 | 0.05% | 0.05% | 11 | -6,143 | -1.25% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 424,544 | 48,771 | 0.15% | 0.13% | 12 | +26,904 | 6.77% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 379,768 | 43,627 | 2.16% | 1.99% | 13 | -9,138 | -2.35% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 374,553 | 43,038 | 0.05% | 0.05% | 14 | +21,568 | 6.11% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 288,653 | 33,164 | 0.03% | 0.03% | 15 | -9,187 | -3.08% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 286,653 | 32,930 | 0.04% | 0.05% | 16 | -97,203 | -25.32% | Q2 2026 | Jul 29, 2026 |
| Kirkwood Financial Services | History | Reduced | 277,423 | 31,878 | 9.11% | 9.18% | 17 | -8,993 | -3.14% | Q2 2026 | Aug 25, 2026 |
| Creative Planning | History | Reduced | 265,998 | 30,557 | 0.02% | 0.02% | 18 | -3,948 | -1.46% | Q2 2026 | Aug 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 252,595 | 29,018 | 0.81% | 0.74% | 19 | -7,794 | -2.99% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 252,387 | 28,994 | 0.07% | 0.06% | 20 | +5,207 | 2.11% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 252,027 | 28,952 | 0.34% | 0.01% | 21 | +246,721 | 4649.85% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Reduced | 238,721 | 27,475 | 0.11% | 0.12% | 22 | -11,014 | -4.41% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 194,679 | 22,364 | 0.4% | 0.37% | 23 | +4,851 | 2.56% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 187,304 | 21,517 | 0.03% | 0.01% | 24 | +89,808 | 92.11% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Reduced | 169,915 | 19,519 | 0.03% | 0.04% | 25 | -14,303 | -7.76% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 160,960 | 18,491 | 0.04% | 0.04% | 26 | -3,879 | -2.35% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 156,631 | 17,993 | 0.1% | 0.09% | 27 | -1,675 | -1.06% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 156,576 | 17,987 | 0.01% | — | 28 | +156,576 | New | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 153,651 | 17,657 | 0.16% | 0.17% | 29 | -27,697 | -15.27% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 148,481 | 17,057 | 0.06% | 0.07% | 30 | -35,011 | -19.08% | Q2 2026 | Jul 28, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 137,187 | 15,760 | 6.2% | 5.62% | 31 | -919 | -0.67% | Q2 2026 | Jul 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 143,275 | 15,359 | 1.48% | 1.55% | 32 | +114 | 0.08% | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 132,979 | 15,276 | 0.6% | 0.56% | 33 | +2,000 | 1.53% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 126,000 | 14,474 | 0.09% | 0.09% | 34 | -10,470 | -7.67% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 112,597 | 12,623 | 0.01% | 0.0% | 35 | +23,938 | 27.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | Reduced | 99,902 | 11,476 | 2.2% | 2.05% | 36 | -4,524 | -4.33% | Q2 2026 | Jul 08, 2026 |
| Private Wealth Group, LLC | History | Reduced | 96,271 | 11,059 | 4.27% | 4.29% | 37 | -2,010 | -2.05% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 95,945 | 11,022 | 0.15% | 0.1% | 38 | +24,301 | 33.92% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | New | 93,939 | 10,791 | 0.09% | — | 39 | +93,939 | New | Q2 2026 | Aug 06, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 90,845 | 10,436 | 2.15% | — | 40 | +90,845 | New | Q2 2026 | Jul 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 90,812 | 10,432 | 1.05% | 0.7% | 41 | +24,900 | 37.78% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 90,500 | 10,396 | 0.1% | 0.1% | 42 | -6,693 | -6.89% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 79,500 | 9,132 | 0.05% | 0.04% | 43 | -743 | -0.93% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 76,997 | 8,845 | 0.1% | 0.09% | 44 | +4,011 | 5.5% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,684 | 8,809 | 0.07% | 0.07% | 45 | -9,211 | -10.72% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,412 | 8,433 | 0.02% | 0.01% | 46 | +17,911 | 32.27% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Added to | 68,710 | 7,893 | 0.2% | 0.15% | 47 | +9,886 | 16.81% | Q2 2026 | Aug 07, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 64,104 | 7,364 | 4.12% | 3.76% | 48 | -3,033 | -4.52% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 63,406 | 7,284 | 0.44% | 0.41% | 49 | -50,028 | -44.1% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 62,975 | 7,237 | 0.01% | 0.01% | 50 | -2,159 | -3.31% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 62,860 | 7,221 | 0.01% | 0.01% | 51 | -2,364 | -3.62% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 62,657 | 7,197 | 0.05% | 0.01% | 52 | +50,505 | 415.61% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 60,895 | 6,995 | 0.17% | 0.14% | 53 | +2,778 | 4.78% | Q2 2026 | Aug 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 60,256 | 6,922 | 0.54% | 0.5% | 54 | -1,230 | -2.0% | Q2 2026 | Jul 16, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 59,030 | 6,781 | 1.16% | 1.14% | 55 | -2,684 | -4.35% | Q2 2026 | Jul 06, 2026 |
| StoneX Group Inc. | History | Added to | 57,244 | 6,602 | 0.27% | 0.27% | 56 | +3,789 | 7.09% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 56,417 | 6,481 | 0.11% | 0.14% | 57 | +11,066 | 24.4% | Q2 2026 | Jul 21, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 56,227 | 6,459 | 1.78% | 1.83% | 58 | -443 | -0.78% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,867 | 6,418 | 0.01% | 0.01% | 59 | +11,540 | 26.03% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,473 | 6,372 | 0.01% | 0.0% | 60 | +26,499 | 91.46% | Q2 2026 | Aug 12, 2026 |
| Catalyst Investment Management LLC | History | Added to | 53,785 | 6,178 | 5.61% | 5.44% | 61 | +6,821 | 14.52% | Q2 2026 | Aug 10, 2026 |
| Concorde Asset Management, LLC | History | Added to | 52,841 | 6,070 | 3.51% | 2.22% | 62 | +4,446 | 9.19% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,504 | 6,031 | 0.0% | 0.0% | 63 | +3,978 | 8.2% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,748 | 5,944 | 0.0% | 0.0% | 64 | +20,390 | 65.02% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,192 | 5,880 | 0.0% | 0.0% | 65 | -5,917 | -10.36% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 47,696 | 5,479 | 0.08% | 0.08% | 66 | -4,453 | -8.54% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,630 | 5,194 | 0.0% | 0.0% | 67 | -2,175 | -4.55% | Q2 2026 | Aug 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 45,083 | 5,179 | 2.67% | 2.53% | 68 | -962 | -2.09% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 44,389 | 5,099 | 0.03% | 0.03% | 69 | -2,257 | -4.84% | Q2 2026 | Jul 20, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 43,584 | 5,006 | 1.59% | 1.47% | 70 | +277 | 0.64% | Q2 2026 | Aug 03, 2026 |
| Harvest Investment Services, LLC | History | Added to | 43,551 | 5,003 | 0.77% | 0.69% | 71 | +3,169 | 7.85% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,424 | 4,988 | 0.02% | 0.02% | 72 | +7,113 | 19.59% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 40,003 | 4,595 | 0.29% | 0.28% | 73 | -501 | -1.24% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 38,763 | 4,453 | 0.01% | 0.01% | 74 | -1,646 | -4.07% | Q2 2026 | Aug 07, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 38,715 | 4,447 | 2.86% | 2.58% | 75 | -80 | -0.21% | Q2 2026 | Jul 27, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 38,669 | 4,442 | 2.68% | 2.57% | 76 | -210 | -0.54% | Q2 2026 | Jul 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 38,234 | 4,392 | 1.66% | 1.97% | 77 | -9,679 | -20.2% | Q2 2026 | Jul 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 37,891 | 4,353 | 1.31% | 1.28% | 78 | -1,181 | -3.02% | Q2 2026 | Jul 16, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 37,572 | 4,316 | 0.29% | 0.26% | 79 | +534 | 1.44% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 37,393 | 4,295 | 0.04% | 0.04% | 80 | -4,005 | -9.67% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 37,161 | 4,269 | 0.15% | 0.14% | 81 | +1,075 | 2.98% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 44,952 | 4,210 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 43,408 | 4,137 | 0.07% | 0.07% | 83 | -700 | -1.59% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,877 | 4,121 | 0.01% | 0.01% | 84 | -15,917 | -30.73% | Q2 2026 | Aug 19, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 35,389 | 4,065 | 0.01% | 0.01% | 85 | -35 | -0.1% | Q2 2026 | Aug 07, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 33,890 | 3,893 | 2.44% | 2.14% | 86 | -162 | -0.48% | Q2 2026 | Aug 03, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 32,520 | 3,735 | 1.16% | 1.12% | 87 | +234 | 0.72% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 34,046 | 3,656 | 0.07% | 0.08% | 88 | -25 | -0.07% | Q2 2026 | Jul 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 31,674 | 3,639 | 0.45% | 0.61% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,629 | 3,633 | 0.04% | 0.03% | 90 | +7,437 | 30.74% | Q2 2026 | Aug 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,553 | 3,624 | 0.03% | 0.03% | 91 | +5,407 | 20.68% | Q2 2026 | Jul 27, 2026 |
| NOVEM GROUP | History | Added to | 31,192 | 3,583 | 0.36% | 0.27% | 92 | +5,644 | 22.09% | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 31,130 | 3,576 | 0.18% | 0.17% | 93 | -709 | -2.23% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 30,785 | 3,536 | 0.02% | 0.02% | 94 | -3,459 | -10.1% | Q2 2026 | Aug 03, 2026 |
| Virtu Financial LLC | History | New | 30,617 | 3,517 | 0.11% | — | 95 | +30,617 | New | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 30,497 | 3,503 | 0.21% | 0.2% | 96 | +1,251 | 4.28% | Q2 2026 | Aug 07, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 29,923 | 3,437 | 1.05% | 0.94% | 97 | -50 | -0.17% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,664 | 3,283 | 0.01% | 0.01% | 98 | -6 | -0.02% | Q2 2026 | Jul 15, 2026 |
| Ballew Advisors, Inc | History | Reduced | 28,860 | 3,209 | 1.66% | 1.59% | 99 | -284 | -0.97% | Q2 2026 | Jul 07, 2026 |
| Paller Financial Services Inc | History | Reduced | 27,923 | 3,207 | 2.4% | 2.32% | 100 | -1,991 | -6.66% | Q2 2026 | Jul 07, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 27,848 | 3,199 | 0.55% | 0.81% | 101 | -17,146 | -38.11% | Q2 2026 | Jul 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 27,765 | 3,189 | 0.17% | 0.15% | 102 | -6 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | New | 26,726 | 3,070 | 0.03% | — | 103 | +26,726 | New | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 26,383 | 3,030 | 0.02% | 0.01% | 104 | +22,433 | 567.92% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 26,240 | 3,014 | 0.14% | 0.14% | 105 | -1,539 | -5.54% | Q2 2026 | Aug 11, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 25,867 | 2,971 | 2.03% | 2.32% | 106 | -5,297 | -17.0% | Q2 2026 | Jul 07, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 25,205 | 2,895 | 0.35% | 0.31% | 107 | -370 | -1.45% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,858 | 2,855 | 0.0% | — | 108 | +24,858 | New | Q2 2026 | Sep 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,494 | 2,813 | 0.01% | 0.01% | 109 | -1,114 | -4.35% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 23,777 | 2,731 | 0.1% | 0.09% | 110 | -175 | -0.73% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,769 | 2,730 | 0.01% | 0.01% | 111 | -1,431 | -5.68% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 23,482 | 2,697 | 0.0% | — | 112 | +23,482 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 22,891 | 2,629 | 1.1% | 1.02% | 113 | -350 | -1.51% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 22,198 | 2,550 | 1.06% | 0.94% | 114 | +1,194 | 5.68% | Q2 2026 | Aug 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 22,589 | 2,522 | 3.61% | 3.06% | 115 | -240,953 | -91.43% | Q2 2026 | Jul 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,759 | 2,499 | 0.7% | 0.66% | 116 | -682 | -3.04% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 21,754 | 2,499 | 0.0% | 0.0% | 117 | -24 | -0.11% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,614 | 2,483 | 0.03% | 0.02% | 118 | +392 | 1.85% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,599 | 2,481 | 0.0% | 0.0% | 119 | +529 | 2.51% | Q2 2026 | Aug 05, 2026 |
| MTM Investment Management, LLC | History | Reduced | 21,276 | 2,444 | 0.7% | 0.63% | 120 | -117 | -0.55% | Q2 2026 | Aug 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 20,903 | 2,401 | 0.06% | 0.06% | 121 | -1,086 | -4.94% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | New | 20,317 | 2,334 | 0.0% | — | 122 | +20,317 | New | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,084 | 2,192 | 0.63% | 0.6% | 123 | -188 | -0.98% | Q2 2026 | Jul 24, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,842 | 2,164 | 0.3% | 0.3% | 124 | +129 | 0.69% | Q2 2026 | Aug 04, 2026 |
| Randall & Associates Wealth Management | History | Added to | 18,729 | 2,151 | 1.33% | 1.16% | 125 | +412 | 2.25% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 18,721 | 2,150 | 0.02% | 0.02% | 126 | -1,026 | -5.2% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 18,345 | 2,101 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 17,942 | 2,061 | 0.04% | 0.04% | 128 | -381 | -2.08% | Q2 2026 | Jul 15, 2026 |
| LeClair Wealth Partners LLC | History | New | 17,809 | 2,045 | 1.06% | — | 129 | +17,809 | New | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,866 | 1,937 | 0.03% | 0.03% | 130 | +625 | 3.85% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,721 | 1,920 | 0.08% | 0.08% | 131 | +632 | 3.93% | Q2 2026 | Jul 22, 2026 |
| Apeiron RIA LLC | History | Reduced | 16,607 | 1,907 | 0.49% | 0.37% | 132 | -538 | -3.14% | Q2 2026 | Jul 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,284 | 1,870 | 0.08% | 0.07% | 133 | -65 | -0.4% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 16,184 | 1,859 | 0.17% | 0.16% | 134 | +277 | 1.74% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | Added to | 16,162 | 1,856 | 0.0% | 0.0% | 135 | +1,064 | 7.05% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,078 | 1,847 | 0.0% | 0.0% | 136 | +302 | 1.91% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 15,617 | 1,794 | 0.02% | — | 137 | +15,617 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 15,617 | 1,794 | 0.03% | — | 138 | +15,617 | New | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,546 | 1,785 | 0.03% | 0.02% | 139 | +5,083 | 48.58% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,332 | 1,761 | 0.09% | 0.09% | 140 | -29 | -0.19% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 15,315 | 1,759 | 0.03% | — | 141 | +15,315 | New | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 14,959 | 1,718 | 0.62% | 0.6% | 142 | -705 | -4.5% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,897 | 1,711 | 0.04% | 0.03% | 143 | -115 | -0.77% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | Reduced | 14,449 | 1,659 | 0.35% | 0.37% | 144 | -1,834 | -11.26% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,223 | 1,633 | 0.03% | 0.03% | 145 | -3,537 | -19.92% | Q2 2026 | Jul 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 14,018 | 1,610 | 0.86% | 0.77% | 146 | -15 | -0.11% | Q2 2026 | Jul 23, 2026 |
| TICINO WEALTH | History | Added to | 13,946 | 1,602 | 0.51% | 0.1% | 147 | +10,896 | 357.25% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,932 | 1,600 | 0.15% | 0.14% | 148 | -82 | -0.59% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,876 | 1,594 | 0.03% | 0.03% | 149 | +14 | 0.1% | Q2 2026 | Jul 31, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 13,643 | 1,567 | 0.51% | 0.54% | 150 | -1,956 | -12.54% | Q2 2026 | Jul 20, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 13,400 | 1,539 | 0.37% | 0.35% | 151 | -287 | -2.1% | Q2 2026 | Jul 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 13,263 | 1,523 | 0.49% | 0.3% | 152 | +5,587 | 72.79% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 12,961 | 1,488 | 0.18% | — | 153 | +12,961 | New | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 12,940 | 1,486 | 0.05% | — | 154 | +12,940 | New | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 12,739 | 1,463 | 0.12% | 0.11% | 155 | -155 | -1.2% | Q2 2026 | Jul 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,506 | 1,436 | 0.18% | 0.14% | 156 | +1,533 | 13.97% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,425 | 1,427 | 0.03% | 0.02% | 157 | +3,302 | 36.19% | Q2 2026 | Aug 13, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 12,303 | 1,413 | 0.96% | 0.96% | 158 | -75 | -0.61% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 12,062 | 1,385 | 0.47% | 0.42% | 159 | +12 | 0.1% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,630 | 1,336 | 0.01% | 0.01% | 160 | +92 | 0.8% | Q2 2026 | Jul 17, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 11,129 | 1,278 | 0.08% | 0.1% | 161 | -3,605 | -24.47% | Q2 2026 | Jul 30, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 11,124 | 1,277 | 0.2% | 0.14% | 162 | +2,861 | 34.62% | Q2 2026 | Aug 17, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 11,044 | 1,268 | 0.09% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 10,328 | 1,186 | 0.1% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 10,299 | 1,183 | 1.11% | 1.27% | 165 | -2,033 | -16.49% | Q2 2026 | Jul 13, 2026 |
| Element Wealth, LLC | History | Reduced | 10,231 | 1,175 | 0.44% | 0.4% | 166 | -40 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Clarus Wealth Advisors | History | Added to | 10,383 | 1,172 | 0.45% | 0.41% | 167 | +148 | 1.45% | Q2 2026 | Jul 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 9,955 | 1,143 | 0.01% | 0.01% | 168 | -678 | -6.38% | Q2 2026 | Aug 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 12,050 | 1,128 | 0.42% | 0.42% | 169 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Perspectives, Inc | History | Reduced | 9,801 | 1,125 | 0.27% | 0.26% | 170 | -35 | -0.36% | Q2 2026 | Jul 24, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 9,640 | 1,107 | 0.25% | 0.23% | 171 | -50 | -0.52% | Q2 2026 | Jul 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,533 | 1,095 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 9,504 | 1,091 | 0.0% | 0.0% | 173 | -21,170 | -69.02% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,490 | 1,090 | 0.02% | 0.02% | 174 | +831 | 9.6% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,496 | 1,090 | 0.03% | 0.03% | 175 | -251 | -2.58% | Q2 2026 | Jul 06, 2026 |
| Holistic Financial Partners | History | Reduced | 9,235 | 1,060 | 0.65% | 0.54% | 176 | -6,240 | -40.32% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 9,158 | 1,052 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 8,935 | 1,026 | 0.37% | 0.32% | 178 | +1,212 | 15.69% | Q2 2026 | Jul 16, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 8,800 | 1,010 | 0.28% | 0.21% | 179 | -270 | -2.98% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,724 | 1,002 | 0.01% | 0.01% | 180 | +18 | 0.21% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,503 | 976 | 0.0% | 0.0% | 181 | +15 | 0.18% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,350 | 959 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,221 | 944 | 0.01% | 0.01% | 183 | +2,527 | 44.38% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,225 | 944 | 0.02% | 0.03% | 184 | -1,590 | -16.2% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,117 | 932 | 0.0% | 0.0% | 185 | +204 | 2.58% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 7,972 | 915 | 0.06% | 0.06% | 186 | -40 | -0.5% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,953 | 913 | 0.03% | 0.03% | 187 | -650 | -7.56% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,889 | 906 | 0.02% | 0.0% | 188 | +7,181 | 1014.27% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,818 | 898 | 0.01% | 0.01% | 189 | -579 | -6.9% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Reduced | 7,815 | 897 | 0.0% | 0.0% | 190 | -83 | -1.05% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,767 | 892 | 0.0% | 0.0% | 191 | +92 | 1.2% | Q2 2026 | Jul 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 7,592 | 872 | 0.34% | 0.28% | 192 | +869 | 12.93% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,522 | 864 | 0.03% | 0.03% | 193 | -255 | -3.28% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,334 | 842 | 0.05% | 0.04% | 194 | +81 | 1.12% | Q2 2026 | Jul 15, 2026 |
| Centerpoint Advisory Group | History | No change | 7,060 | 811 | 0.51% | 0.5% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 7,029 | 807 | 0.13% | 0.12% | 196 | +25 | 0.36% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Added to | 7,010 | 805 | 0.03% | 0.02% | 197 | +1,356 | 23.98% | Q2 2026 | Jul 23, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 6,809 | 782 | 0.2% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,789 | 779 | 0.01% | 0.01% | 199 | +1,157 | 20.54% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,785 | 779 | 0.01% | 0.01% | 200 | +523 | 8.35% | Q2 2026 | Aug 06, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 6,441 | 760 | 0.04% | 0.08% | 201 | -5,484 | -45.99% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,428 | 738 | 0.07% | 0.07% | 202 | -97 | -1.49% | Q2 2026 | Jul 09, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,430 | 738 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,310 | 724 | 0.01% | 0.01% | 204 | +312 | 5.2% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,257 | 718 | 0.02% | 0.02% | 205 | -621 | -9.03% | Q2 2026 | Aug 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,245 | 715 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 6,170 | 708 | 0.1% | 0.09% | 207 | +280 | 4.75% | Q2 2026 | Aug 11, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 6,127 | 703 | 0.39% | 0.35% | 208 | +10 | 0.16% | Q2 2026 | Jul 09, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 6,108 | 701 | 0.64% | 0.67% | 209 | -689 | -10.14% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 6,005 | 689 | 0.38% | 0.45% | 210 | -1,340 | -18.24% | Q2 2026 | Jul 13, 2026 |
| Ignite Planners, LLC | History | Added to | 5,945 | 682 | 0.09% | 0.06% | 211 | +1,849 | 45.14% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,761 | 661 | 0.0% | — | 212 | +5,761 | New | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 5,654 | 649 | 0.03% | 0.03% | 213 | -9 | -0.16% | Q2 2026 | Jul 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,534 | 635 | 0.17% | 0.16% | 214 | -139 | -2.45% | Q2 2026 | Jul 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,510 | 632 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Advisors | History | Added to | 5,499 | 631 | 0.03% | 0.02% | 216 | +349 | 6.78% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | No change | 5,460 | 627 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,456 | 626 | 0.02% | — | 219 | +5,456 | New | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,454 | 626 | 0.0% | 0.0% | 218 | +2 | 0.04% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,262 | 604 | 0.01% | 0.01% | 220 | +2 | 0.04% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,233 | 601 | 0.01% | 0.01% | 221 | -135 | -2.51% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,228 | 600 | 0.03% | 0.03% | 222 | -224 | -4.11% | Q2 2026 | Jul 23, 2026 |
| ABLE Financial Group, LLC | History | Added to | 5,226 | 600 | 0.1% | 0.1% | 223 | +20 | 0.38% | Q2 2026 | Jul 22, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 5,228 | 600 | 0.15% | 0.14% | 224 | -10 | -0.19% | Q2 2026 | Jul 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 5,213 | 598 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTRAL TRUST Co | History | No change | 5,200 | 597 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,177 | 594 | 0.12% | 0.11% | 228 | +5 | 0.1% | Q2 2026 | Jul 24, 2026 |
| M&T BANK CORP | History | No change | 5,176 | 594 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aries Wealth Management | History | No change | 4,975 | 571 | 0.11% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,928 | 560 | 0.03% | 0.02% | 230 | +22 | 0.45% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 4,835 | 555 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 4,789 | 550 | 0.03% | 0.01% | 232 | +2,422 | 102.32% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | Added to | 4,764 | 547 | 0.02% | 0.01% | 233 | +627 | 15.16% | Q2 2026 | Jul 15, 2026 |
| Midwest Trust Co | History | New | 4,712 | 541 | 0.01% | — | 234 | +4,712 | New | Q2 2026 | Aug 04, 2026 |
| Claro Advisors Inc. | History | Added to | 4,707 | 540 | 0.06% | 0.05% | 235 | +210 | 4.67% | Q2 2026 | Jul 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,644 | 533 | 0.01% | 0.01% | 236 | -504 | -9.79% | Q2 2026 | Aug 04, 2026 |
| Beacon Bank & Trust | History | Reduced | 4,549 | 522 | 0.1% | 0.1% | 237 | -577 | -11.26% | Q2 2026 | Aug 03, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,529 | 520 | 0.16% | 0.18% | 238 | +10 | 0.22% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 4,324 | 496 | 0.13% | 0.14% | 239 | -780 | -15.28% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,269 | 490 | 0.0% | 0.0% | 240 | +1,982 | 86.66% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,208 | 483 | 0.02% | 0.02% | 241 | -591 | -12.32% | Q2 2026 | Jul 30, 2026 |
| Trek Financial, LLC | History | Added to | 4,196 | 482 | 0.02% | 0.02% | 243 | +747 | 21.66% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,202 | 482 | 0.02% | 0.02% | 242 | +460 | 12.29% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,253 | 480 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | New | 4,154 | 477 | 0.0% | — | 245 | +4,154 | New | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,147 | 476 | 0.01% | 0.01% | 246 | +332 | 8.7% | Q2 2026 | Jul 31, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,044 | 464 | 0.13% | 0.13% | 247 | +10 | 0.25% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,016 | 461 | 0.01% | — | 248 | +4,016 | New | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 4,000 | 459 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,985 | 457 | 0.03% | 0.03% | 250 | -81 | -1.99% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 3,975 | 456 | 0.0% | 0.0% | 251 | +1,789 | 81.84% | Q2 2026 | Aug 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,946 | 453 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 3,915 | 449 | 0.33% | 0.3% | 253 | +5 | 0.13% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,837 | 440 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 3,766 | 433 | 0.25% | 0.26% | 255 | -22,879 | -85.87% | Q2 2026 | Aug 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 3,764 | 432 | 0.22% | 0.22% | 256 | -159 | -4.05% | Q2 2026 | Aug 05, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 3,756 | 431 | 0.14% | 0.13% | 257 | -4,596 | -55.03% | Q2 2026 | Jul 27, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 3,718 | 427 | 0.11% | 0.13% | 258 | -942 | -20.21% | Q2 2026 | Jul 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,515 | 422 | 0.02% | 0.02% | 259 | +1,017 | 29.07% | Q2 2026 | Jul 09, 2026 |
| Pasadena Private Wealth, LLC | History | New | 3,613 | 415 | 0.05% | — | 260 | +3,613 | New | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,523 | 404 | 0.0% | 0.0% | 261 | +354 | 11.17% | Q2 2026 | Aug 13, 2026 |
| Alpha Zero LLC | History | Added to | 3,679 | 401 | 0.15% | 0.15% | 262 | +544 | 17.35% | Q2 2026 | Jul 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,485 | 400 | 0.06% | 0.15% | 263 | -3,184 | -47.74% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | No change | 3,461 | 397 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,448 | 396 | 0.0% | 0.0% | 265 | +478 | 16.09% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,444 | 395 | 0.02% | 0.02% | 266 | +158 | 4.81% | Q2 2026 | Jul 23, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 3,420 | 392 | 0.23% | 0.2% | 267 | +473 | 16.05% | Q2 2026 | Aug 12, 2026 |
| Owen LaRue, LLC | History | Added to | 3,383 | 388 | 0.13% | 0.12% | 268 | +6 | 0.18% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,375 | 387 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 3,335 | 383 | 0.13% | 0.11% | 270 | -1 | -0.03% | Q2 2026 | Jul 16, 2026 |
| Aristotle Capital Management, LLC | History | New | 3,316 | 380 | 0.0% | — | 272 | +3,316 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,315 | 380 | 0.0% | 0.0% | 271 | +253 | 8.26% | Q2 2026 | Aug 11, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 3,227 | 370 | 0.2% | 0.26% | 273 | -1,209 | -27.25% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,227 | 370 | 0.08% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 3,170 | 364 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 3,147 | 361 | 0.09% | 0.08% | 277 | +148 | 4.93% | Q2 2026 | Aug 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,143 | 361 | 0.01% | 0.01% | 276 | +31 | 1.0% | Q2 2026 | Aug 17, 2026 |
| Advisors Preferred, LLC | History | New | 3,212 | 357 | 0.06% | — | 278 | +3,212 | New | Q2 2026 | Aug 11, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 3,057 | 351 | 0.12% | 0.11% | 279 | -44 | -1.42% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | Reduced | 3,051 | 350 | 0.06% | 0.06% | 280 | -450 | -12.85% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | Reduced | 3,044 | 349 | 0.01% | 0.01% | 281 | -350 | -10.31% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | New | 3,031 | 348 | 0.02% | — | 282 | +3,031 | New | Q2 2026 | Jul 08, 2026 |
| Platform Technology Partners | History | No change | 3,017 | 346 | 0.06% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Formidable Asset Management, LLC | History | Added to | 3,662 | 342 | 0.05% | 0.05% | 285 | +194 | 5.59% | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,976 | 342 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 2,965 | 340 | 0.1% | 0.11% | 286 | -282 | -8.68% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,923 | 335 | 0.0% | 0.0% | 287 | -663 | -18.49% | Q2 2026 | Jul 17, 2026 |
| Global Assets Advisory, LLC | History | New | 2,931 | 333 | 0.07% | — | 288 | +2,931 | New | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,898 | 332 | 0.06% | 0.06% | 289 | -68 | -2.29% | Q2 2026 | Aug 04, 2026 |
| Sun Financial Inc | History | Reduced | 2,834 | 330 | 0.16% | 0.16% | 290 | -12 | -0.42% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,865 | 329 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,959 | 326 | 0.05% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Financial Services Inc | History | Added to | 2,830 | 325 | 0.12% | 0.11% | 293 | +7 | 0.25% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Reduced | 2,806 | 322 | 0.01% | 0.01% | 294 | -401 | -12.5% | Q2 2026 | Jul 01, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 2,800 | 321 | 0.1% | — | 295 | +2,800 | New | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,790 | 320 | 0.01% | 0.01% | 297 | -150 | -5.1% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,786 | 320 | 0.01% | 0.01% | 296 | +10 | 0.36% | Q2 2026 | Jul 17, 2026 |
| PSI Advisors, LLC | History | Reduced | 2,768 | 317 | 0.07% | 0.06% | 298 | -112 | -3.89% | Q2 2026 | Aug 03, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,750 | 315 | 0.11% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Seneca House Advisors | History | Added to | 2,737 | 314 | 0.11% | 0.1% | 300 | +2 | 0.07% | Q2 2026 | Jul 31, 2026 |