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 | 2,800,348 | 262,280 | 0.07% | 0.07% | 1 | -34,558 | -1.22% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,826,935 | 171,110 | 0.01% | 0.01% | 2 | -38,048 | -2.04% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,485,495 | 139,131 | 0.01% | 0.01% | 3 | +104,853 | 7.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,398,594 | 130,992 | 0.04% | 0.04% | 4 | +77,715 | 5.88% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,372,458 | 128,544 | 0.02% | 0.03% | 5 | -191,433 | -12.24% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 1,066,146 | 99,855 | 0.01% | 0.02% | 6 | -27,638 | -2.53% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 766,821 | 71,820 | 0.02% | 0.02% | 7 | -48,569 | -5.96% | Q1 2026 | May 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 687,584 | 64,399 | 4.96% | 7.86% | 8 | -372,065 | -35.11% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 553,555 | 51,843 | 0.01% | 0.01% | 9 | +26,155 | 4.96% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 541,365 | 50,705 | 0.01% | 0.01% | 10 | -68,320 | -11.21% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 489,789 | 45,873 | 0.05% | 0.05% | 11 | -1,456 | -0.3% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 397,640 | 37,242 | 0.13% | 0.11% | 12 | +97,148 | 32.33% | Q1 2026 | Jun 02, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 388,906 | 36,424 | 1.99% | 2.09% | 13 | +12,296 | 3.26% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 383,856 | 35,951 | 0.05% | 0.05% | 14 | +1,955 | 0.51% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 352,985 | 33,064 | 0.05% | 0.06% | 15 | -45,631 | -11.45% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 297,840 | 27,898 | 0.03% | 0.03% | 16 | -14,161 | -4.54% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 269,946 | 25,283 | 0.02% | 0.02% | 17 | +846 | 0.31% | Q1 2026 | May 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 263,542 | 24,683 | 3.06% | 3.2% | 18 | -1,243 | -0.47% | Q1 2026 | May 04, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 260,389 | 24,388 | 0.74% | 0.79% | 19 | -634 | -0.24% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Reduced | 249,735 | 23,416 | 0.12% | 0.21% | 20 | -166,131 | -39.95% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 247,180 | 23,151 | 0.06% | 0.07% | 21 | -16,063 | -6.1% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 189,828 | 17,779 | 0.37% | 0.39% | 22 | +11,106 | 6.21% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 184,218 | 17,253 | 0.04% | 0.03% | 23 | +15,129 | 8.95% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 183,492 | 17,185 | 0.07% | 0.02% | 24 | +123,094 | 203.8% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 181,348 | 16,990 | 0.17% | 0.18% | 25 | +16,583 | 10.06% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 164,839 | 15,439 | 0.04% | 0.04% | 26 | -6,270 | -3.66% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 158,306 | 14,826 | 0.09% | 0.12% | 27 | -46,944 | -22.87% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 143,922 | 13,937 | 0.65% | 0.65% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 143,161 | 13,408 | 1.55% | 1.72% | 29 | +416 | 0.29% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 136,470 | 13,215 | 0.09% | 0.1% | 30 | -17,168 | -11.17% | Q1 2026 | May 15, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 138,106 | 12,935 | 5.62% | 5.7% | 31 | +377 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 113,434 | 10,624 | 0.41% | 0.55% | 32 | +62,765 | 123.87% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 104,426 | 9,780 | 2.05% | 2.83% | 33 | -35,046 | -25.13% | Q1 2026 | Apr 02, 2026 |
| Private Wealth Group, LLC | History | Added to | 98,281 | 9,204 | 4.29% | 4.38% | 34 | +3,999 | 4.24% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 97,496 | 9,131 | 0.01% | 0.01% | 35 | +3,123 | 3.31% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 97,193 | 9,103 | 0.1% | 0.11% | 36 | -2,398 | -2.41% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 88,659 | 8,141 | 0.0% | 0.0% | 37 | +36,664 | 70.51% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 85,895 | 8,044 | 0.07% | 0.06% | 38 | +1,665 | 1.98% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 80,243 | 7,515 | 0.04% | 0.04% | 39 | +4,624 | 6.11% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | New | 72,986 | 6,835 | 0.09% | — | 40 | +72,986 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,644 | 6,710 | 0.1% | 0.1% | 41 | +20,431 | 39.89% | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 67,137 | 6,288 | 3.76% | 3.01% | 42 | +3,115 | 4.87% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 65,912 | 6,173 | 0.7% | 0.5% | 43 | +20,259 | 44.38% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 65,224 | 6,108 | 0.01% | 0.01% | 44 | -496 | -0.75% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 65,134 | 6,101 | 0.01% | 0.01% | 45 | -5,508 | -7.8% | Q1 2026 | May 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 61,714 | 5,780 | 1.14% | 1.07% | 46 | +5,005 | 8.83% | Q1 2026 | Apr 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 61,486 | 5,758 | 0.5% | 0.5% | 47 | +270 | 0.44% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 58,824 | 5,509 | 0.15% | 0.16% | 48 | +379 | 0.65% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 58,117 | 5,443 | 0.14% | 0.13% | 49 | +6,459 | 12.5% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,109 | 5,348 | 0.0% | 0.0% | 50 | +3,208 | 5.95% | Q1 2026 | May 05, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 56,670 | 5,307 | 1.83% | 1.87% | 51 | +1,246 | 2.25% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 55,501 | 5,198 | 0.01% | 0.02% | 52 | -26,040 | -31.93% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Reduced | 53,455 | 5,006 | 0.27% | 0.27% | 53 | -11,484 | -17.68% | Q1 2026 | May 14, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 46,964 | 4,908 | 5.44% | 5.29% | 54 | -10,739 | -18.61% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 52,149 | 4,884 | 0.08% | 0.08% | 55 | +1,523 | 3.01% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,794 | 4,851 | 0.01% | 0.0% | 56 | +33,072 | 176.65% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,000 | 4,683 | 0.0% | 0.0% | 57 | -100 | -0.2% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,526 | 4,544 | 0.0% | 0.0% | 58 | +16,738 | 52.66% | Q1 2026 | May 07, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 48,395 | 4,532 | 2.22% | 2.16% | 59 | -7,437 | -13.32% | Q1 2026 | Jun 01, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 47,913 | 4,487 | 1.97% | 1.97% | 60 | -409 | -0.85% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 46,646 | 4,369 | 0.03% | — | 61 | +46,646 | New | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 47,805 | 4,337 | 0.0% | 0.0% | 62 | +4,987 | 11.65% | Q1 2026 | May 13, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 46,045 | 4,312 | 2.53% | 2.56% | 63 | +105 | 0.23% | Q1 2026 | Apr 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 45,351 | 4,247 | 0.14% | 0.06% | 64 | +20,230 | 80.53% | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 44,994 | 4,214 | 0.81% | 0.85% | 65 | -850 | -1.85% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 44,952 | 4,210 | 0.01% | 0.01% | 66 | -235 | -0.52% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 44,327 | 4,152 | 0.01% | 0.0% | 67 | +22,425 | 102.39% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 44,108 | 4,131 | 0.07% | 0.07% | 68 | +1,272 | 2.97% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 43,605 | 4,084 | 0.04% | — | 69 | +43,605 | New | Q1 2026 | May 12, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 43,307 | 4,056 | 1.47% | 1.53% | 70 | +391 | 0.91% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 41,398 | 3,877 | 0.04% | 0.04% | 71 | +1,082 | 2.68% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 40,409 | 3,784 | 0.01% | 0.01% | 72 | -1,714 | -4.07% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 40,382 | 3,782 | 0.69% | 0.73% | 73 | +546 | 1.37% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 38,488 | 3,727 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 39,072 | 3,659 | 1.28% | 1.33% | 75 | +975 | 2.56% | Q1 2026 | Apr 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 38,879 | 3,641 | 2.57% | 2.76% | 76 | -1,110 | -2.78% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 34,071 | 3,639 | 0.08% | 0.09% | 77 | -2,071 | -5.73% | Q1 2026 | May 04, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 38,795 | 3,633 | 2.58% | 2.63% | 78 | +984 | 2.6% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 37,038 | 3,469 | 0.26% | 0.04% | 79 | +31,623 | 583.99% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,311 | 3,400 | 0.02% | 0.02% | 80 | +555 | 1.55% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 36,086 | 3,379 | 0.14% | — | 81 | +36,086 | New | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 35,424 | 3,317 | 0.01% | 0.01% | 82 | -4,131 | -10.44% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 34,244 | 3,207 | 0.02% | 0.02% | 83 | -1,023 | -2.9% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 34,052 | 3,189 | 2.14% | 1.93% | 84 | +4,733 | 16.14% | Q1 2026 | Apr 29, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 32,286 | 3,023 | 1.12% | 1.24% | 85 | -3,333 | -9.36% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 31,839 | 2,982 | 0.17% | 0.14% | 86 | +9,204 | 40.66% | Q1 2026 | Apr 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 31,674 | 2,967 | 0.61% | 0.72% | 87 | +1,085 | 3.55% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,358 | 2,936 | 0.0% | 0.0% | 88 | +24,273 | 342.6% | Q1 2026 | May 15, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 31,164 | 2,918 | 2.32% | 2.68% | 89 | -4,661 | -13.01% | Q1 2026 | Jun 04, 2026 |
| Mariner, LLC | History | Reduced | 30,674 | 2,872 | 0.0% | 0.0% | 90 | -2,002 | -6.13% | Q1 2026 | May 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 29,144 | 2,817 | 1.59% | 1.67% | 91 | -686 | -2.3% | Q1 2026 | Apr 10, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 29,973 | 2,807 | 0.94% | 0.84% | 92 | -109 | -0.36% | Q1 2026 | Apr 29, 2026 |
| Paller Financial Services Inc | History | Reduced | 29,914 | 2,801 | 2.32% | 2.42% | 93 | -1,288 | -4.13% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 29,246 | 2,739 | 0.2% | 0.26% | 94 | -10,223 | -25.9% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 28,974 | 2,713 | 0.0% | 0.0% | 95 | -2,011 | -6.49% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,670 | 2,707 | 0.01% | 0.01% | 96 | -10,756 | -27.28% | Q1 2026 | Apr 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 27,779 | 2,601 | 0.14% | 0.21% | 98 | +3,870 | 16.19% | Q1 2026 | Apr 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 27,771 | 2,601 | 0.15% | 0.16% | 97 | -67 | -0.24% | Q1 2026 | May 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 26,645 | 2,496 | 0.26% | 0.26% | 99 | -971 | -3.52% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,146 | 2,448 | 0.03% | 0.02% | 100 | +9,046 | 52.9% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 25,825 | 2,418 | 2.54% | 2.67% | 101 | +11,244 | 77.11% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,608 | 2,398 | 0.01% | 0.01% | 102 | +1,817 | 7.64% | Q1 2026 | May 05, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 25,575 | 2,395 | 0.31% | 0.29% | 103 | +1,208 | 4.96% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 25,548 | 2,392 | 0.27% | 0.13% | 104 | +13,926 | 119.82% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 25,200 | 2,360 | 0.01% | 0.02% | 105 | -45,077 | -64.14% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 24,192 | 2,265 | 0.03% | 0.03% | 106 | +1,594 | 7.05% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 23,952 | 2,243 | 0.09% | 0.1% | 107 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 23,241 | 2,176 | 1.02% | 0.98% | 108 | +255 | 1.11% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 22,441 | 2,101 | 0.66% | 0.72% | 109 | -1,041 | -4.43% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,989 | 2,059 | 0.06% | 0.05% | 110 | +2,645 | 13.67% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 21,778 | 2,039 | 0.0% | 0.0% | 111 | +1,342 | 6.57% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | Added to | 21,393 | 2,003 | 0.63% | 0.63% | 112 | +870 | 4.24% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,222 | 1,987 | 0.02% | 0.03% | 113 | +2 | 0.01% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,070 | 1,973 | 0.0% | 0.0% | 114 | +222 | 1.06% | Q1 2026 | May 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 21,004 | 1,967 | 0.94% | 0.93% | 115 | +1,917 | 10.04% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 19,747 | 1,849 | 0.02% | 0.02% | 116 | +14 | 0.07% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,272 | 1,805 | 0.6% | 0.63% | 117 | -365 | -1.86% | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Added to | 18,345 | 1,779 | 0.06% | 0.06% | 118 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,713 | 1,752 | 0.3% | 0.3% | 119 | +278 | 1.51% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 18,323 | 1,716 | 0.04% | 0.04% | 120 | -2,125 | -10.39% | Q1 2026 | May 15, 2026 |
| Randall & Associates Wealth Management | History | Added to | 18,317 | 1,715 | 1.16% | 1.15% | 121 | +1,255 | 7.36% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,494 | 1,694 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 17,760 | 1,663 | 0.03% | 0.01% | 123 | +10,234 | 135.98% | Q1 2026 | Apr 17, 2026 |
| Apeiron RIA LLC | History | No change | 17,145 | 1,605 | 0.37% | 0.35% | 124 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 16,117 | 1,560 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,349 | 1,531 | 0.07% | 0.07% | 126 | +650 | 4.14% | Q1 2026 | Apr 28, 2026 |
| Sequent Planning LLC | History | Added to | 16,283 | 1,525 | 0.37% | 0.38% | 127 | +924 | 6.02% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,241 | 1,520 | 0.03% | 0.03% | 128 | +1,128 | 7.46% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,089 | 1,506 | 0.08% | 0.08% | 129 | +864 | 5.67% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,907 | 1,489 | 0.16% | 0.16% | 130 | +588 | 3.84% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,776 | 1,477 | 0.0% | 0.0% | 131 | +15,606 | 9180.0% | Q1 2026 | May 01, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 15,664 | 1,467 | 0.6% | 0.6% | 132 | +158 | 1.02% | Q1 2026 | May 08, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 15,599 | 1,461 | 0.54% | 0.54% | 133 | +868 | 5.89% | Q1 2026 | May 05, 2026 |
| Holistic Financial Partners | History | Added to | 15,475 | 1,449 | 0.54% | 0.53% | 134 | +515 | 3.44% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,361 | 1,438 | 0.09% | 0.1% | 135 | -79 | -0.51% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 15,098 | 1,414 | 0.0% | 0.0% | 136 | +2,519 | 20.03% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,012 | 1,406 | 0.03% | 0.04% | 137 | +81 | 0.54% | Q1 2026 | May 11, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 14,734 | 1,374 | 0.1% | 0.1% | 138 | -52 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 14,033 | 1,314 | 0.77% | 0.78% | 139 | +11 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 14,014 | 1,312 | 0.14% | 0.15% | 140 | -814 | -5.49% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,862 | 1,298 | 0.03% | 0.03% | 141 | +681 | 5.17% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 13,687 | 1,281 | 0.35% | 0.36% | 142 | -91 | -0.66% | Q1 2026 | Apr 27, 2026 |
| Allen Capital Group, LLC | History | Reduced | 12,894 | 1,207 | 0.11% | 0.12% | 143 | -242 | -1.84% | Q1 2026 | May 27, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 12,378 | 1,159 | 0.96% | 0.97% | 144 | -450 | -3.51% | Q1 2026 | May 11, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 12,332 | 1,155 | 1.27% | 1.33% | 145 | -21 | -0.17% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,152 | 1,138 | 0.01% | 0.02% | 146 | -7,974 | -39.62% | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 12,064 | 1,129 | 0.48% | 0.28% | 147 | +4,886 | 68.07% | Q1 2026 | May 08, 2026 |
| TCFG Investment Advisors, LLC | History | New | 12,050 | 1,128 | 0.42% | — | 149 | +12,050 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 12,050 | 1,128 | 0.42% | 0.46% | 148 | +15 | 0.12% | Q1 2026 | Apr 23, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 11,925 | 1,116 | 0.08% | 0.17% | 150 | -707 | -5.6% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,538 | 1,084 | 0.01% | 0.0% | 151 | +8,482 | 277.55% | Q1 2026 | Apr 07, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 11,044 | 1,034 | 0.08% | 0.09% | 152 | -54 | -0.49% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 10,973 | 1,027 | 0.14% | 0.17% | 153 | -106 | -0.96% | Q1 2026 | May 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 10,633 | 995 | 0.01% | 0.01% | 154 | -839 | -7.31% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,463 | 979 | 0.02% | 0.02% | 155 | +723 | 7.42% | Q1 2026 | May 18, 2026 |
| Clarus Wealth Advisors | History | Added to | 10,235 | 971 | 0.41% | 0.38% | 156 | +1,106 | 12.12% | Q1 2026 | Apr 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 10,328 | 967 | 0.08% | — | 157 | +10,328 | New | Q1 2026 | May 06, 2026 |
| Element Wealth, LLC | History | No change | 10,271 | 961 | 0.4% | 0.41% | 158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 9,836 | 921 | 0.26% | 0.26% | 159 | +5 | 0.05% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,815 | 919 | 0.03% | 0.04% | 160 | -1,840 | -15.79% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,747 | 912 | 0.03% | 0.03% | 161 | -519 | -5.06% | Q1 2026 | Apr 07, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,690 | 907 | 0.23% | 0.24% | 162 | +50 | 0.52% | Q1 2026 | Apr 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,533 | 892 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 9,158 | 857 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,123 | 854 | 0.02% | 0.03% | 165 | -2,857 | -23.85% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 9,070 | 849 | 0.21% | 0.21% | 166 | -195 | -2.1% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,706 | 815 | 0.01% | 0.04% | 167 | -21,007 | -70.7% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,659 | 810 | 0.02% | 0.02% | 168 | +211 | 2.5% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,603 | 805 | 0.03% | 0.03% | 169 | -703 | -7.55% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 8,488 | 794 | 0.0% | 0.0% | 170 | -2,935 | -25.69% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,397 | 786 | 0.01% | 0.01% | 171 | -209 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,352 | 782 | 0.13% | 0.14% | 173 | +32 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | No change | 8,350 | 782 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 8,263 | 773 | 0.14% | 0.14% | 174 | +663 | 8.72% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,012 | 750 | 0.06% | 0.06% | 175 | -61 | -0.76% | Q1 2026 | Apr 14, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 7,723 | 747 | 0.32% | 0.32% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,913 | 741 | 0.0% | 0.0% | 177 | -51 | -0.64% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 7,898 | 739 | 0.0% | 0.0% | 178 | +66 | 0.84% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,777 | 728 | 0.03% | 0.04% | 179 | -105 | -1.33% | Q1 2026 | May 19, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,675 | 718 | 0.0% | 0.0% | 180 | -1,920 | -20.01% | Q1 2026 | Apr 15, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 7,676 | 718 | 0.3% | 0.33% | 181 | -1,520 | -16.53% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 7,345 | 687 | 0.45% | 0.49% | 182 | -42 | -0.57% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,253 | 679 | 0.04% | 0.05% | 183 | -448 | -5.82% | Q1 2026 | Apr 15, 2026 |
| Centerpoint Advisory Group | History | No change | 7,060 | 661 | 0.5% | 0.53% | 184 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 7,004 | 655 | 0.12% | 0.13% | 185 | +3,513 | 100.63% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,878 | 644 | 0.02% | 0.01% | 186 | +2,770 | 67.43% | Q1 2026 | May 14, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 6,809 | 637 | 0.18% | 0.21% | 187 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 6,797 | 636 | 0.67% | 0.71% | 188 | +10 | 0.15% | Q1 2026 | May 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 6,723 | 629 | 0.28% | 0.26% | 189 | +929 | 16.03% | Q1 2026 | May 08, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 6,669 | 624 | 0.15% | 0.15% | 190 | -99 | -1.46% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,525 | 611 | 0.07% | 0.08% | 191 | -462 | -6.61% | Q1 2026 | Apr 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,430 | 602 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,262 | 586 | 0.01% | 0.01% | 193 | +212 | 3.5% | Q1 2026 | May 08, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,245 | 584 | 0.11% | 0.12% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,923 | 573 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 6,117 | 572 | 0.35% | 0.36% | 196 | +10 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 6,075 | 568 | 0.12% | 0.22% | 197 | -4,781 | -44.04% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,998 | 561 | 0.01% | 0.01% | 198 | +602 | 11.16% | Q1 2026 | May 01, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 5,890 | 551 | 0.09% | 0.09% | 199 | -5 | -0.08% | Q1 2026 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 5,868 | 549 | 0.07% | 0.06% | 200 | +662 | 12.72% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,694 | 533 | 0.01% | 0.01% | 201 | -2,645 | -31.72% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,673 | 531 | 0.16% | 0.18% | 202 | -279 | -4.69% | Q1 2026 | Apr 06, 2026 |
| PFG Investments, LLC | History | Reduced | 5,654 | 529 | 0.02% | 0.03% | 203 | -544 | -8.78% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,632 | 527 | 0.01% | 0.0% | 204 | +5,532 | 5532.0% | Q1 2026 | Jun 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 5,510 | 516 | 0.04% | 0.05% | 205 | -873 | -13.68% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | No change | 5,460 | 511 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,452 | 510 | 0.0% | 0.0% | 208 | +2,287 | 72.26% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,452 | 510 | 0.03% | 0.03% | 207 | -123 | -2.21% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,368 | 502 | 0.01% | 0.01% | 209 | +1,737 | 47.84% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 5,356 | 501 | 0.45% | — | 210 | +5,356 | New | Q1 2026 | May 18, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,835 | 499 | 0.02% | 0.02% | 211 | -141 | -2.83% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,306 | 498 | 0.01% | 0.01% | 212 | -1,298 | -19.65% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,260 | 492 | 0.01% | 0.0% | 213 | +1,121 | 27.08% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 5,238 | 490 | 0.14% | 0.15% | 214 | +5 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 5,213 | 488 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 5,206 | 487 | 0.1% | 0.11% | 217 | -501 | -8.78% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | No change | 5,200 | 487 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,172 | 484 | 0.11% | 0.11% | 219 | +4 | 0.08% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | No change | 5,176 | 484 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 5,150 | 482 | 0.02% | 0.03% | 221 | -479 | -8.51% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,148 | 482 | 0.01% | 0.01% | 220 | +225 | 4.57% | Q1 2026 | May 13, 2026 |
| Beacon Bank & Trust | History | Added to | 5,126 | 480 | 0.1% | 0.09% | 222 | +496 | 10.71% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 5,104 | 478 | 0.14% | 0.11% | 223 | +1,499 | 41.58% | Q1 2026 | May 08, 2026 |
| Aries Wealth Management | History | No change | 4,975 | 465 | 0.1% | 0.11% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,922 | 460 | 0.0% | 0.0% | 225 | -23,924 | -82.94% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,906 | 460 | 0.02% | 0.02% | 226 | +66 | 1.36% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,253 | 458 | 0.1% | 0.09% | 227 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,799 | 449 | 0.02% | 0.02% | 228 | -441 | -8.42% | Q1 2026 | May 13, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,660 | 436 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 4,519 | 423 | 0.18% | 0.2% | 230 | -725 | -13.83% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,526 | 423 | 0.01% | 0.01% | 231 | -192 | -4.07% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Added to | 4,497 | 421 | 0.05% | 0.06% | 232 | +35 | 0.78% | Q1 2026 | Apr 21, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 4,436 | 415 | 0.26% | 0.28% | 233 | -506 | -10.24% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 4,340 | 406 | 0.1% | 0.43% | 234 | -516 | -10.63% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | New | 4,096 | 404 | 0.06% | — | 235 | +4,096 | New | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 4,137 | 387 | 0.01% | 0.01% | 236 | +952 | 29.89% | Q1 2026 | Apr 22, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,066 | 380 | 0.03% | 0.03% | 237 | -45 | -1.09% | Q1 2026 | May 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,034 | 377 | 0.13% | 0.13% | 238 | +112 | 2.86% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,007 | 375 | 0.01% | — | 239 | +4,007 | New | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 4,000 | 374 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,976 | 372 | 0.0% | 0.0% | 241 | -344 | -7.96% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 3,950 | 370 | 0.01% | 0.07% | 242 | -21,210 | -84.3% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,946 | 369 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 3,923 | 367 | 0.22% | 0.22% | 244 | +342 | 9.55% | Q1 2026 | May 05, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 3,910 | 366 | 0.3% | 0.31% | 245 | -95 | -2.37% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,837 | 359 | 0.05% | 0.05% | 246 | +500 | 14.98% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,815 | 357 | 0.01% | 0.01% | 247 | +587 | 18.18% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,742 | 350 | 0.02% | 0.01% | 248 | +1,120 | 42.72% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,498 | 338 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Formidable Asset Management, LLC | History | New | 3,468 | 335 | 0.05% | — | 251 | +3,468 | New | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,586 | 335 | 0.0% | 0.0% | 250 | +125 | 3.61% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Reduced | 3,501 | 327 | 0.06% | 0.06% | 252 | -18 | -0.51% | Q1 2026 | Apr 24, 2026 |
| Eagle Strategies LLC | History | Reduced | 3,461 | 324 | 0.04% | 0.35% | 253 | -24,720 | -87.72% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 3,449 | 323 | 0.02% | 0.02% | 254 | -10 | -0.29% | Q1 2026 | May 13, 2026 |
| Sun Financial Inc | History | Reduced | 2,846 | 321 | 0.16% | 0.16% | 255 | -83 | -2.83% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 3,394 | 317 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Added to | 3,377 | 316 | 0.12% | 0.12% | 258 | +6 | 0.18% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,375 | 316 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 3,336 | 312 | 0.11% | 0.14% | 259 | -610 | -15.46% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,286 | 307 | 0.02% | 0.02% | 260 | +431 | 15.1% | Q1 2026 | Apr 29, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 3,247 | 304 | 0.11% | 4.85% | 261 | -134,884 | -97.65% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,225 | 303 | 0.02% | 0.02% | 262 | +252 | 8.48% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,227 | 302 | 0.07% | 0.08% | 263 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Reduced | 3,207 | 300 | 0.01% | 0.01% | 264 | -958 | -23.0% | Q1 2026 | Apr 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,169 | 296 | 0.0% | 0.0% | 266 | -514 | -13.96% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 3,170 | 296 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alpha Zero LLC | History | No change | 3,135 | 293 | 0.15% | 0.17% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,112 | 291 | 0.01% | 0.01% | 268 | +567 | 22.28% | Q1 2026 | May 18, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,101 | 290 | 0.11% | 0.09% | 269 | +727 | 30.62% | Q1 2026 | Apr 21, 2026 |
| TICINO WEALTH | History | No change | 3,050 | 288 | 0.1% | 0.11% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,062 | 286 | 0.0% | 0.0% | 271 | -2,000 | -39.51% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,962 | 286 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Platform Technology Partners | History | Added to | 3,017 | 282 | 0.05% | 0.06% | 273 | +156 | 5.45% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,970 | 278 | 0.0% | 0.0% | 274 | -1,718 | -36.65% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 2,966 | 278 | 0.06% | 0.07% | 275 | +557 | 23.12% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,976 | 277 | 0.09% | 0.09% | 276 | -44 | -1.46% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,959 | 277 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,947 | 276 | 0.2% | — | 278 | +2,947 | New | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,940 | 275 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 2,913 | 272 | 0.35% | 0.34% | 280 | +111 | 3.96% | Q1 2026 | Apr 22, 2026 |
| Breachway Investments LLC | History | Added to | 2,882 | 270 | 0.26% | 0.29% | 281 | +10 | 0.35% | Q1 2026 | Apr 13, 2026 |
| PSI Advisors, LLC | History | Reduced | 2,880 | 269 | 0.06% | 0.07% | 282 | -42 | -1.44% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,859 | 267 | 0.0% | 0.0% | 283 | -92 | -3.12% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Services Inc | History | Added to | 2,823 | 264 | 0.11% | 0.12% | 284 | +47 | 1.69% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,776 | 260 | 0.01% | 0.01% | 285 | +9 | 0.33% | Q1 2026 | Apr 20, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,750 | 257 | 0.1% | 0.09% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seneca House Advisors | History | Reduced | 2,735 | 256 | 0.1% | 0.1% | 287 | -148 | -5.13% | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 2,731 | 255 | 0.04% | 0.04% | 288 | -76 | -2.71% | Q1 2026 | May 14, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 2,710 | 253 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 2,671 | 250 | 0.08% | 0.12% | 290 | -786 | -22.74% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,201 | 245 | 0.02% | 0.02% | 291 | -78 | -3.42% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,596 | 243 | 0.01% | 0.02% | 292 | -3,146 | -54.79% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,589 | 242 | 0.01% | 0.02% | 293 | -326 | -11.18% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,496 | 241 | 0.01% | 0.03% | 294 | -2,137 | -46.13% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,578 | 241 | 0.0% | 0.0% | 295 | +2,082 | 419.76% | Q1 2026 | May 13, 2026 |
| Southeast Asset Advisors, LLC | History | New | 2,555 | 239 | 0.03% | — | 296 | +2,555 | New | Q1 2026 | May 13, 2026 |
| tru Independence LLC | History | Reduced | 2,529 | 236 | 0.12% | 0.06% | 297 | -12 | -0.47% | Q1 2026 | Apr 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,521 | 236 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 2,500 | 234 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,477 | 231 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |