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 | No change | 2,751,129 | 316,049 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,890,317 | 217,159 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,490,872 | 171,271 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,454,869 | 167,135 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,362,599 | 156,535 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,051,698 | 120,819 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 838,304 | 96,304 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 695,257 | 79,871 | 5.91% | 5.91% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 584,384 | 67,135 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 583,104 | 66,985 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 483,646 | 55,561 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 424,544 | 48,771 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 382,355 | 43,137 | 0.72% | 0.03% | 13 | +366,738 | 2348.33% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 374,553 | 43,038 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 320,337 | 36,140 | 0.05% | 0.04% | 15 | +33,684 | 11.75% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 288,653 | 33,164 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kirkwood Financial Services | History | No change | 277,423 | 31,878 | 9.11% | 9.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 267,276 | 30,154 | 0.07% | 0.07% | 18 | +14,889 | 5.9% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Reduced | 265,203 | 29,920 | 0.02% | 0.02% | 19 | -795 | -0.3% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 252,027 | 28,952 | 0.34% | 0.34% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 249,379 | 28,134 | 1.28% | 2.16% | 21 | -130,389 | -34.33% | Q3 2026 | Oct 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 246,245 | 27,781 | 0.75% | 0.81% | 22 | -6,350 | -2.51% | Q3 2026 | Oct 05, 2026 |
| &PARTNERS | History | No change | 238,721 | 27,475 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 187,713 | 21,177 | 0.36% | 0.4% | 24 | -6,966 | -3.58% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 181,499 | 20,476 | 0.06% | 0.06% | 25 | +33,018 | 22.24% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 181,268 | 20,450 | 0.02% | 0.03% | 26 | -6,036 | -3.22% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 177,091 | 19,979 | 0.03% | 0.03% | 27 | +7,176 | 4.22% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 160,960 | 18,491 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 156,576 | 17,987 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 159,082 | 17,947 | 0.1% | 0.1% | 30 | +2,451 | 1.56% | Q3 2026 | Oct 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 153,651 | 17,657 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 143,617 | 16,202 | 1.55% | 1.48% | 32 | +342 | 0.24% | Q3 2026 | Oct 19, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 137,023 | 15,458 | 5.93% | 6.2% | 33 | -164 | -0.12% | Q3 2026 | Oct 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 132,979 | 15,276 | 0.6% | 0.6% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 126,000 | 14,474 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 112,597 | 12,623 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | Added to | 110,685 | 12,487 | 2.22% | 2.2% | 37 | +10,783 | 10.79% | Q3 2026 | Oct 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 99,844 | 11,264 | 1.14% | 1.05% | 38 | +9,032 | 9.95% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Group, LLC | History | Added to | 98,644 | 11,128 | 4.24% | 4.27% | 39 | +2,373 | 2.46% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95,945 | 11,022 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 93,939 | 10,791 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 90,500 | 10,396 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 89,784 | 10,129 | 2.12% | 2.15% | 43 | -1,061 | -1.17% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 79,500 | 9,132 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 76,997 | 8,845 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 76,684 | 8,809 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,180 | 8,799 | 0.11% | 0.08% | 47 | +29,484 | 61.82% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 73,412 | 8,433 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 70,391 | 7,941 | 0.78% | — | 49 | +70,391 | New | Q3 2026 | Oct 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 67,185 | 7,579 | 0.13% | 0.11% | 50 | +10,768 | 19.09% | Q3 2026 | Nov 05, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 64,104 | 7,364 | 4.12% | 4.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 63,406 | 7,284 | 0.44% | 0.44% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 62,860 | 7,221 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 62,657 | 7,197 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | Added to | 63,539 | 7,168 | 0.01% | 0.01% | 55 | +564 | 0.9% | Q3 2026 | Nov 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 60,895 | 6,995 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 61,171 | 6,901 | 1.17% | 1.16% | 57 | +2,141 | 3.63% | Q3 2026 | Oct 19, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 60,007 | 6,769 | 0.52% | 0.54% | 58 | -249 | -0.41% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Reduced | 57,564 | 6,492 | 0.17% | 0.2% | 59 | -11,146 | -16.22% | Q3 2026 | Oct 23, 2026 |
| Wealth Management Associates, Inc. | History | No change | 56,227 | 6,459 | 1.78% | 1.78% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 55,473 | 6,372 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Investment Management LLC | History | Added to | 55,071 | 6,213 | 5.51% | 5.61% | 62 | +1,286 | 2.39% | Q3 2026 | Oct 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 54,040 | 6,096 | 0.0% | 0.0% | 63 | +2,848 | 5.56% | Q3 2026 | Nov 05, 2026 |
| Concorde Asset Management, LLC | History | No change | 52,841 | 6,070 | 3.51% | 3.51% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52,504 | 6,031 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,748 | 5,944 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 52,038 | 5,870 | 0.21% | 0.27% | 67 | -5,206 | -9.09% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 51,745 | 5,838 | 0.01% | 0.01% | 68 | -4,122 | -7.38% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 45,630 | 5,194 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 45,138 | 5,092 | 2.61% | 2.67% | 70 | +55 | 0.12% | Q3 2026 | Oct 19, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 43,584 | 5,006 | 1.59% | 1.59% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harvest Investment Services, LLC | History | No change | 43,551 | 5,003 | 0.77% | 0.77% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 43,424 | 4,988 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 42,256 | 4,767 | 0.03% | 0.03% | 74 | -2,133 | -4.81% | Q3 2026 | Oct 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 41,515 | 4,683 | 0.03% | 0.03% | 75 | +9,962 | 31.57% | Q3 2026 | Oct 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 40,003 | 4,595 | 0.29% | 0.29% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 38,838 | 4,381 | 2.86% | 2.86% | 77 | +123 | 0.32% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 38,493 | 4,342 | 0.01% | 0.01% | 78 | -270 | -0.7% | Q3 2026 | Nov 04, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 38,432 | 4,335 | 2.61% | 2.68% | 79 | -237 | -0.61% | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 37,572 | 4,316 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 37,161 | 4,269 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 37,404 | 4,219 | 1.41% | 1.66% | 82 | -830 | -2.17% | Q3 2026 | Nov 03, 2026 |
| World Investment Advisors | History | No change | 43,408 | 4,137 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,877 | 4,121 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atria Investments, Inc | History | Reduced | 36,284 | 4,093 | 0.04% | 0.04% | 85 | -1,109 | -2.97% | Q3 2026 | Oct 15, 2026 |
| Wealthfront Advisers LLC | History | No change | 35,389 | 4,065 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 34,336 | 3,874 | 0.32% | 0.45% | 87 | +2,662 | 8.4% | Q3 2026 | Oct 08, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 33,263 | 3,752 | 2.31% | 2.44% | 88 | -627 | -1.85% | Q3 2026 | Oct 28, 2026 |
| NOVEM GROUP | History | Added to | 32,814 | 3,702 | 0.37% | 0.36% | 89 | +1,622 | 5.2% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 31,629 | 3,633 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AE Wealth Management LLC | History | No change | 30,785 | 3,536 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Virtu Financial LLC | History | No change | 30,617 | 3,517 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 30,497 | 3,503 | 0.21% | 0.21% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 30,961 | 3,493 | 1.03% | 1.16% | 94 | -1,559 | -4.79% | Q3 2026 | Oct 29, 2026 |
| Ballew Advisors, Inc | History | Added to | 29,378 | 3,392 | 1.69% | 1.66% | 95 | +518 | 1.79% | Q3 2026 | Oct 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 29,711 | 3,352 | 0.98% | 1.31% | 96 | -8,180 | -21.59% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,896 | 3,315 | 0.0% | 0.01% | 97 | +232 | 0.81% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 28,672 | 3,246 | 0.06% | 0.07% | 98 | -5,374 | -15.78% | Q3 2026 | Oct 26, 2026 |
| Regal Investment Advisors LLC | History | No change | 27,765 | 3,189 | 0.17% | 0.17% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Randall & Associates Wealth Management | History | Added to | 27,898 | 3,147 | 1.91% | 1.33% | 100 | +9,169 | 48.96% | Q3 2026 | Oct 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 27,685 | 3,123 | 0.15% | 0.18% | 101 | -3,445 | -11.07% | Q3 2026 | Oct 15, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 27,579 | 3,111 | 0.52% | 0.55% | 102 | -269 | -0.97% | Q3 2026 | Oct 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 27,421 | 3,093 | 1.06% | 1.05% | 103 | -2,502 | -8.36% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 26,383 | 3,030 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paller Financial Services Inc | History | Reduced | 26,801 | 3,023 | 2.32% | 2.4% | 105 | -1,122 | -4.02% | Q3 2026 | Oct 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 26,240 | 3,014 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 25,205 | 2,895 | 0.35% | 0.35% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,858 | 2,855 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,494 | 2,813 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 23,769 | 2,730 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 23,482 | 2,697 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 23,603 | 2,662 | 0.1% | 0.1% | 112 | -174 | -0.73% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 22,891 | 2,629 | 1.1% | 1.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,976 | 2,592 | 0.03% | 0.03% | 114 | +1,362 | 6.3% | Q3 2026 | Oct 26, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 22,198 | 2,550 | 1.06% | 1.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 21,759 | 2,499 | 0.7% | 0.7% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 21,754 | 2,499 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 21,599 | 2,481 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,118 | 2,382 | 0.06% | 0.06% | 119 | +215 | 1.03% | Q3 2026 | Oct 22, 2026 |
| MTM Investment Management, LLC | History | Reduced | 21,042 | 2,373 | 0.69% | 0.7% | 120 | -234 | -1.1% | Q3 2026 | Oct 30, 2026 |
| MARSHALL WACE, LLP | History | No change | 20,317 | 2,334 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 20,665 | 2,328 | 2.58% | — | 122 | +20,665 | New | Q3 2026 | Oct 27, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 19,801 | 2,233 | 0.09% | — | 123 | +19,801 | New | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,667 | 2,218 | 0.0% | 0.0% | 124 | +3,589 | 22.32% | Q3 2026 | Nov 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 18,721 | 2,150 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,010 | 2,144 | 0.61% | 0.63% | 126 | -74 | -0.39% | Q3 2026 | Oct 23, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,992 | 2,142 | 0.3% | 0.3% | 127 | +150 | 0.8% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,951 | 2,138 | 0.09% | 0.08% | 128 | +2,230 | 13.34% | Q3 2026 | Nov 04, 2026 |
| Wedmont Private Capital | History | Added to | 18,346 | 2,104 | 0.05% | 0.06% | 129 | +1 | 0.01% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,171 | 2,050 | 0.04% | 0.04% | 130 | +229 | 1.28% | Q3 2026 | Oct 13, 2026 |
| LeClair Wealth Partners LLC | History | No change | 17,809 | 2,045 | 1.06% | 1.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,866 | 1,937 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apeiron RIA LLC | History | No change | 16,607 | 1,888 | 0.43% | 0.49% | 133 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | Reduced | 16,698 | 1,883 | 0.02% | 0.03% | 134 | -10,028 | -37.52% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 16,162 | 1,856 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,389 | 1,849 | 0.07% | 0.08% | 136 | +105 | 0.64% | Q3 2026 | Oct 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,617 | 1,794 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,546 | 1,785 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,315 | 1,759 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 14,933 | 1,684 | 0.09% | 0.09% | 140 | -399 | -2.6% | Q3 2026 | Oct 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,905 | 1,681 | 0.03% | 0.04% | 141 | +8 | 0.05% | Q3 2026 | Nov 02, 2026 |
| Sequent Planning LLC | History | No change | 14,449 | 1,659 | 0.35% | 0.35% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,510 | 1,637 | 0.03% | 0.03% | 143 | +634 | 4.57% | Q3 2026 | Oct 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 14,023 | 1,582 | 0.14% | 0.15% | 144 | +91 | 0.65% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 13,961 | 1,575 | 0.6% | 0.62% | 145 | -998 | -6.67% | Q3 2026 | Oct 15, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 13,643 | 1,567 | 0.51% | 0.51% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 13,400 | 1,539 | 0.37% | 0.37% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 13,618 | 1,536 | 0.83% | 0.86% | 148 | -400 | -2.85% | Q3 2026 | Oct 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 13,263 | 1,523 | 0.49% | 0.49% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TICINO WEALTH | History | Reduced | 13,452 | 1,517 | 0.47% | 0.51% | 150 | -494 | -3.54% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 12,940 | 1,486 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,506 | 1,436 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 12,693 | 1,432 | 0.15% | 0.18% | 153 | -268 | -2.07% | Q3 2026 | Oct 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,425 | 1,427 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,605 | 1,422 | 0.01% | 0.01% | 155 | +975 | 8.38% | Q3 2026 | Oct 08, 2026 |
| Reliant Investment Partners, LLC | History | No change | 12,303 | 1,413 | 0.96% | 0.96% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,117 | 1,366 | 0.01% | 0.0% | 157 | +4,350 | 56.01% | Q3 2026 | Oct 14, 2026 |
| Allen Capital Group, LLC | History | Reduced | 12,110 | 1,366 | 0.11% | 0.12% | 158 | -629 | -4.94% | Q3 2026 | Oct 27, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 12,102 | 1,365 | 0.47% | 0.47% | 159 | +40 | 0.33% | Q3 2026 | Oct 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 11,278 | 1,272 | 0.19% | 0.2% | 160 | +154 | 1.38% | Q3 2026 | Oct 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 11,044 | 1,268 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARWA LLC | History | New | 10,869 | 1,252 | 0.46% | — | 162 | +10,869 | New | Q3 2026 | Oct 21, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 11,068 | 1,248 | 0.85% | 2.03% | 163 | -14,799 | -57.21% | Q3 2026 | Oct 09, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 10,984 | 1,239 | 0.43% | 0.37% | 164 | +2,049 | 22.93% | Q3 2026 | Oct 21, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 10,966 | 1,237 | 0.07% | 0.08% | 165 | -163 | -1.46% | Q3 2026 | Oct 16, 2026 |
| Signature Equity Partners, LLC | History | Added to | 10,845 | 1,223 | 0.43% | 0.03% | 166 | +10,362 | 2145.34% | Q3 2026 | Oct 29, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 10,746 | 1,212 | 1.08% | 1.11% | 167 | +447 | 4.34% | Q3 2026 | Oct 19, 2026 |
| Clarus Wealth Advisors | History | Added to | 10,439 | 1,194 | 0.43% | 0.45% | 168 | +56 | 0.54% | Q3 2026 | Oct 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 10,328 | 1,186 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Element Wealth, LLC | History | No change | 10,231 | 1,175 | 0.44% | 0.44% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,290 | 1,160 | 0.02% | 0.03% | 171 | -3,933 | -27.65% | Q3 2026 | Nov 03, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 9,955 | 1,143 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,867 | 1,113 | 0.25% | 0.25% | 173 | +227 | 2.35% | Q3 2026 | Oct 08, 2026 |
| Elevation Capital Advisory, LLC | History | New | 9,773 | 1,102 | 0.43% | — | 174 | +9,773 | New | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 9,504 | 1,091 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,490 | 1,090 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Perspectives, Inc | History | Reduced | 9,593 | 1,082 | 0.25% | 0.27% | 177 | -208 | -2.12% | Q3 2026 | Nov 03, 2026 |
| Ignite Planners, LLC | History | Added to | 9,365 | 1,081 | 0.14% | 0.09% | 178 | +3,420 | 57.53% | Q3 2026 | Oct 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,533 | 1,075 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Holistic Financial Partners | History | No change | 9,235 | 1,060 | 0.65% | 0.65% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,287 | 1,047 | 0.36% | 0.34% | 181 | +1,695 | 22.33% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 9,158 | 1,033 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,952 | 1,009 | 0.03% | 0.03% | 183 | -544 | -5.73% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,911 | 1,005 | 0.01% | 0.01% | 184 | +187 | 2.14% | Q3 2026 | Oct 30, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 8,497 | 981 | 5.48% | 3.61% | 185 | -14,092 | -62.38% | Q3 2026 | Nov 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 8,503 | 976 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,350 | 959 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 8,221 | 944 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,117 | 932 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,216 | 926 | 0.02% | 0.02% | 190 | -9 | -0.11% | Q3 2026 | Nov 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,953 | 913 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,889 | 906 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 7,815 | 897 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,920 | 893 | 0.3% | 0.28% | 194 | -880 | -10.0% | Q3 2026 | Nov 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,787 | 885 | 0.0% | 0.0% | 196 | +7,511 | 2721.38% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,846 | 885 | 0.01% | 0.01% | 195 | +28 | 0.36% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 7,702 | 868 | 0.06% | 0.06% | 197 | -270 | -3.39% | Q3 2026 | Oct 26, 2026 |
| Western Wealth Management, LLC | History | No change | 7,522 | 864 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 7,029 | 807 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 7,010 | 805 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Centerpoint Advisory Group | History | No change | 7,060 | 796 | 0.49% | 0.51% | 201 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,963 | 785 | 0.01% | 0.01% | 202 | +174 | 2.56% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,785 | 779 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 6,809 | 768 | 0.18% | 0.2% | 204 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,441 | 760 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,669 | 752 | 0.04% | 0.05% | 206 | -665 | -9.07% | Q3 2026 | Oct 21, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,430 | 725 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Mutual Advisors, LLC | History | No change | 6,310 | 724 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,257 | 718 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 6,170 | 708 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,245 | 707 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 6,136 | 692 | 0.38% | 0.39% | 212 | +9 | 0.15% | Q3 2026 | Oct 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 6,005 | 689 | 0.38% | 0.38% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | Added to | 5,922 | 668 | 0.02% | 0.02% | 214 | +1,158 | 24.31% | Q3 2026 | Oct 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 5,920 | 667 | 0.02% | 0.02% | 215 | +1,405 | 31.12% | Q3 2026 | Oct 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,761 | 661 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,654 | 649 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 5,619 | 633 | 0.56% | 0.64% | 218 | -489 | -8.01% | Q3 2026 | Oct 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,454 | 626 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,510 | 621 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,420 | 611 | 0.03% | 0.03% | 221 | +192 | 3.67% | Q3 2026 | Nov 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,395 | 608 | 0.02% | 0.02% | 222 | -65 | -1.19% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 5,279 | 606 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,262 | 604 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | Reduced | 5,343 | 602 | 0.03% | 0.03% | 225 | -156 | -2.84% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,233 | 601 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 5,176 | 594 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 5,217 | 588 | 0.15% | 0.15% | 229 | -11 | -0.21% | Q3 2026 | Oct 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 5,213 | 588 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CENTRAL TRUST Co | History | No change | 5,200 | 586 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,181 | 584 | 0.11% | 0.12% | 231 | +4 | 0.08% | Q3 2026 | Oct 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,060 | 570 | 0.03% | 0.03% | 232 | +271 | 5.66% | Q3 2026 | Oct 14, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 5,045 | 569 | 0.09% | 0.1% | 233 | -181 | -3.46% | Q3 2026 | Oct 14, 2026 |
| Aries Wealth Management | History | No change | 4,975 | 561 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,928 | 560 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 4,835 | 550 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 4,874 | 549 | 0.06% | — | 237 | +4,874 | New | Q3 2026 | Oct 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,790 | 540 | 0.02% | 0.02% | 238 | -666 | -12.21% | Q3 2026 | Oct 26, 2026 |
| Claro Advisors Inc. | History | Added to | 4,734 | 534 | 0.05% | 0.06% | 239 | +27 | 0.57% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,644 | 533 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 4,627 | 522 | 0.29% | 0.23% | 241 | +1,207 | 35.29% | Q3 2026 | Oct 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 4,611 | 520 | 0.14% | 0.17% | 242 | -923 | -16.68% | Q3 2026 | Oct 02, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,534 | 511 | 0.16% | 0.16% | 243 | +5 | 0.11% | Q3 2026 | Oct 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,407 | 497 | 0.04% | 0.02% | 244 | +2,585 | 141.88% | Q3 2026 | Oct 20, 2026 |
| Midwest Trust Co | History | Reduced | 4,412 | 497 | 0.01% | 0.01% | 245 | -300 | -6.37% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 4,269 | 490 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 4,208 | 483 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,202 | 482 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,238 | 478 | 0.02% | 0.02% | 249 | +794 | 23.05% | Q3 2026 | Oct 22, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,253 | 478 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HRT FINANCIAL LP | History | No change | 4,154 | 477 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | Added to | 4,197 | 473 | 0.02% | 0.02% | 252 | +1 | 0.02% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,016 | 461 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 4,000 | 459 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,985 | 457 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 3,975 | 456 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,946 | 453 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 3,996 | 450 | 0.13% | 0.13% | 258 | -48 | -1.19% | Q3 2026 | Oct 19, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 3,919 | 442 | 0.33% | 0.33% | 259 | +4 | 0.1% | Q3 2026 | Nov 02, 2026 |
| Jackson Wealth Management, LLC | History | No change | 3,766 | 433 | 0.25% | 0.25% | 260 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,837 | 432 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 3,764 | 432 | 0.22% | 0.22% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,827 | 431 | 0.0% | 0.0% | 263 | +1,472 | 62.51% | Q3 2026 | Oct 28, 2026 |
| Beacon Bank & Trust | History | Reduced | 3,765 | 424 | 0.08% | 0.1% | 264 | -784 | -17.23% | Q3 2026 | Oct 27, 2026 |
| Quantum Private Wealth, LLC | History | No change | 3,718 | 419 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 3,613 | 415 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 3,523 | 404 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 3,570 | 402 | 0.13% | 0.14% | 268 | -186 | -4.95% | Q3 2026 | Oct 29, 2026 |
| Alpha Zero LLC | History | No change | 3,679 | 401 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,485 | 400 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,528 | 398 | 0.01% | 0.01% | 271 | -619 | -14.93% | Q3 2026 | Oct 29, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 3,453 | 396 | 0.06% | 0.05% | 273 | -209 | -5.71% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,448 | 396 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owen LaRue, LLC | History | No change | 3,383 | 388 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,375 | 387 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 3,335 | 383 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 3,392 | 382 | 0.09% | 0.09% | 277 | +245 | 7.79% | Q3 2026 | Oct 29, 2026 |
| Aristotle Capital Management, LLC | History | No change | 3,316 | 380 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,315 | 380 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,227 | 370 | 0.2% | 0.2% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 3,170 | 364 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,227 | 364 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,202 | 361 | 0.04% | 0.17% | 284 | -12,982 | -80.22% | Q3 2026 | Oct 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,143 | 361 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Savant Capital, LLC | History | Added to | 3,169 | 357 | 0.0% | 0.0% | 285 | +838 | 35.95% | Q3 2026 | Nov 05, 2026 |
| Advisors Preferred, LLC | History | No change | 3,212 | 357 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 3,033 | 350 | 0.1% | 0.1% | 287 | +68 | 2.29% | Q3 2026 | Oct 09, 2026 |
| Argent Trust Co | History | No change | 3,044 | 349 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,066 | 345 | 0.02% | 0.02% | 289 | +35 | 1.15% | Q3 2026 | Oct 08, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,062 | 345 | 0.12% | 0.12% | 290 | +5 | 0.16% | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,016 | 342 | 0.02% | 0.02% | 291 | +263 | 9.55% | Q3 2026 | Nov 02, 2026 |
| Platform Technology Partners | History | Added to | 3,018 | 340 | 0.05% | 0.06% | 292 | +1 | 0.03% | Q3 2026 | Nov 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,976 | 335 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,923 | 335 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,959 | 333 | 0.03% | 0.05% | 295 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 2,878 | 332 | 0.07% | 0.07% | 296 | -53 | -1.81% | Q3 2026 | Oct 28, 2026 |
| Key FInancial Inc | History | Reduced | 2,941 | 331 | 0.05% | 0.06% | 297 | -110 | -3.61% | Q3 2026 | Nov 02, 2026 |
| Sun Financial Inc | History | No change | 2,834 | 330 | 0.16% | 0.16% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Added to | 2,901 | 327 | 0.05% | 0.06% | 299 | +3 | 0.1% | Q3 2026 | Nov 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,865 | 323 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 2,800 | 321 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,790 | 320 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Services Inc | History | Added to | 2,835 | 319 | 0.11% | 0.12% | 303 | +5 | 0.18% | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,824 | 318 | 0.01% | 0.0% | 304 | +2,426 | 609.55% | Q3 2026 | Nov 04, 2026 |
| PSI Advisors, LLC | History | No change | 2,768 | 317 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,807 | 316 | 0.01% | 0.01% | 306 | +132 | 4.93% | Q3 2026 | Nov 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,796 | 315 | 0.03% | 0.07% | 307 | -3,632 | -56.5% | Q3 2026 | Oct 14, 2026 |
| Seneca House Advisors | History | No change | 2,737 | 314 | 0.11% | 0.11% | 308 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Advisors Network, Inc. | History | No change | 2,731 | 313 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 2,658 | 299 | 0.1% | 0.11% | 310 | -92 | -3.35% | Q3 2026 | Oct 27, 2026 |
| BlackRock, Inc. | History | No change | 2,578 | 296 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,571 | 295 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 2,555 | 293 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 2,570 | 289 | 0.04% | 0.06% | 314 | -44 | -1.68% | Q3 2026 | Oct 23, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 2,546 | 287 | 0.01% | — | 316 | +2,546 | New | Q3 2026 | Nov 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 2,500 | 287 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,521 | 284 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| tru Independence LLC | History | Reduced | 2,508 | 283 | 0.12% | 0.13% | 318 | -1 | -0.04% | Q3 2026 | Oct 19, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 2,500 | 282 | 0.07% | 0.08% | 319 | -210 | -7.75% | Q3 2026 | Nov 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,466 | 278 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,423 | 278 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,419 | 277 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,423 | 273 | 0.01% | 0.01% | 323 | -8 | -0.33% | Q3 2026 | Oct 23, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 2,411 | 272 | 0.07% | 0.07% | 324 | -84 | -3.37% | Q3 2026 | Oct 19, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,362 | 271 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,400 | 270 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,321 | 266 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,315 | 265 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,247 | 258 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 2,242 | 257 | 0.18% | 0.18% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,212 | 253 | 0.01% | 0.01% | 331 | -100 | -4.33% | Q3 2026 | Oct 09, 2026 |
| Bison Wealth, LLC | History | Added to | 2,158 | 245 | 0.02% | 0.02% | 332 | +3 | 0.14% | Q3 2026 | Oct 13, 2026 |
| IFS Group,LLC | History | No change | 2,108 | 242 | 0.33% | 0.33% | 333 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,091 | 240 | 0.08% | 0.08% | 334 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,119 | 239 | 0.02% | 0.02% | 336 | +3 | 0.14% | Q3 2026 | Oct 29, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 2,120 | 239 | 0.08% | 0.08% | 335 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 2,065 | 237 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Reduced | 2,095 | 236 | 0.01% | 0.01% | 338 | -711 | -25.34% | Q3 2026 | Oct 02, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,089 | 235 | 0.02% | 0.02% | 339 | +18 | 0.87% | Q3 2026 | Oct 19, 2026 |
| WT Wealth Management | History | Reduced | 2,052 | 231 | 0.06% | 0.07% | 341 | -40 | -1.91% | Q3 2026 | Oct 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,053 | 231 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,018 | 227 | 0.04% | 0.04% | 343 | -79 | -3.77% | Q3 2026 | Oct 28, 2026 |
| BROWN ADVISORY INC | History | No change | 1,977 | 227 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,972 | 226 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 2,000 | 225 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 2,000 | 225 | 0.09% | 0.11% | 346 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,000 | 225 | 0.12% | 0.13% | 347 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,932 | 222 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,941 | 218 | 0.01% | 0.01% | 349 | -199 | -9.3% | Q3 2026 | Nov 05, 2026 |
| Scheeler Financial LLC | History | New | 1,847 | 208 | 0.16% | — | 350 | +1,847 | New | Q3 2026 | Oct 13, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 1,842 | 207 | 0.24% | — | 351 | +1,842 | New | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,822 | 205 | 0.01% | 0.01% | 352 | -124 | -6.37% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,776 | 204 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProCore Advisors, LLC | History | No change | 1,775 | 200 | 0.24% | 0.25% | 354 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HOWE & RUSLING INC | History | No change | 1,648 | 189 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,604 | 180 | 0.0% | 0.0% | 356 | -41 | -2.49% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,541 | 177 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,500 | 170 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WestEnd Advisors, LLC | History | New | 1,401 | 158 | 0.0% | — | 359 | +1,401 | New | Q3 2026 | Oct 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,347 | 154 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,310 | 150 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 147,371 | 147 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 1,209 | 136 | 0.13% | — | 363 | +1,209 | New | Q3 2026 | Oct 19, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,119 | 126 | 0.0% | 0.0% | 364 | -227 | -16.86% | Q3 2026 | Nov 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,000 | 114 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 112 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 914 | 104 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | No change | 926 | 104 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 887 | 100 | 0.03% | 0.03% | 370 | -887 | -50.0% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 895 | 100 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GoalVest Advisory LLC | History | Added to | 852 | 96 | 0.02% | 0.02% | 371 | +23 | 2.77% | Q3 2026 | Oct 02, 2026 |
| Next Level Wealth Planning, LLC | History | New | 847 | 95 | 0.04% | — | 372 | +847 | New | Q3 2026 | Oct 29, 2026 |
| Asset Dedication, LLC | History | No change | 837 | 94 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| North Star Investment Management Corp. | History | No change | 812 | 91 | 0.0% | 0.01% | 374 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Reduced | 790 | 89 | 0.0% | 0.0% | 375 | -17 | -2.11% | Q3 2026 | Nov 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 792 | 89 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 750 | 84 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 722 | 82 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 683 | 78 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Colonial Trust Advisors | History | No change | 666 | 76 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 656 | 73 | 0.0% | 0.0% | 381 | +587 | 850.72% | Q3 2026 | Oct 23, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 640 | 72 | 0.01% | 0.01% | 383 | -1 | -0.16% | Q3 2026 | Oct 28, 2026 |
| REAP Financial Group, LLC | History | Added to | 642 | 72 | 0.01% | 0.01% | 384 | +1 | 0.16% | Q3 2026 | Nov 02, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 628 | 72 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 71 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 614 | 70 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 614 | 69 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 600 | 68 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 600 | 67 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Avion Wealth | History | No change | 595 | 67 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO | History | No change | 587 | 66 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 64,427 | 64 | 0.0% | — | 392 | +64,427 | New | Q3 2026 | Oct 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 559 | 63 | 0.02% | 0.02% | 393 | +2 | 0.36% | Q3 2026 | Oct 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 548 | 61 | 0.03% | 0.04% | 394 | -200 | -26.74% | Q3 2026 | Nov 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 540 | 60 | 0.0% | 0.01% | 395 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 518 | 58 | 0.0% | 0.0% | 396 | -267 | -34.01% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 56 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 500 | 56 | 0.01% | 0.02% | 398 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 489 | 55 | 0.02% | 0.02% | 399 | +1 | 0.2% | Q3 2026 | Oct 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 486 | 54 | 0.03% | 0.04% | 401 | -40 | -7.6% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 481 | 54 | 0.0% | 0.0% | 400 | +3 | 0.63% | Q3 2026 | Oct 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 457 | 52 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 442 | 50 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYM FINANCIAL Corp | History | New | 434 | 48 | 0.0% | — | 405 | +434 | New | Q3 2026 | Oct 26, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 431 | 48 | 0.02% | 0.01% | 404 | +201 | 87.39% | Q3 2026 | Nov 05, 2026 |
| Regatta Research & Money Management | History | No change | 410 | 47 | 0.04% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 401 | 46 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 385 | 44 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 390 | 44 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 370 | 42 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ESL Trust Services, LLC | History | No change | 363 | 41 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 362 | 41 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Root Financial Partners, LLC | History | New | 350 | 39 | 0.0% | — | 413 | +350 | New | Q3 2026 | Oct 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 305 | 34 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 250 | 28 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 238 | 27 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 245 | 27 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mosley Wealth Management | History | No change | 224 | 25 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 217 | 24 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 202 | 23 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 201 | 22 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Continuum Advisory, LLC | History | No change | 200 | 22 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 174 | 19 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| RMG Wealth Management LLC | History | New | 137 | 15 | 0.0% | — | 424 | +137 | New | Q3 2026 | Oct 26, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 107 | 12 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 105 | 12 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 101 | 11 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 11 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 101 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 73 | 8 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 65 | 7 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 19,799 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 52 | 5 | 0.0% | — | 439 | +52 | New | Q3 2026 | Nov 03, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 51 | 5 | 0.0% | — | 438 | +51 | New | Q3 2026 | Oct 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 46 | 5 | 0.0% | 0.0% | 437 | +23 | 100.0% | Q3 2026 | Nov 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Imprint Wealth LLC | History | No change | 46 | 5 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | New | 44 | 4 | 0.0% | — | 443 | +44 | New | Q3 2026 | Oct 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 41 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 36 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Key Capital Management, INC | History | No change | 40 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| VIMA LLC | History | Reduced | 18 | 2 | 0.0% | 0.02% | 446 | -160 | -89.89% | Q3 2026 | Oct 23, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 22 | 2 | 0.0% | — | 448 | +22 | New | Q3 2026 | Oct 14, 2026 |
| Triumph Capital Management | History | No change | 20 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caldwell Trust Co | History | No change | 18 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Clayton Financial Group LLC | History | New | 15 | 1 | 0.0% | — | 454 | +15 | New | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 12 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Tidemark, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,324 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Eagle Strategies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,461 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,786 | -100.0% | Q3 2026 | Oct 23, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,961 | -100.0% | Q3 2026 | Oct 19, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,885 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Whelan Financial | History | Closed out | 0 | 0 | — | 0.06% | — | -1,772 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,762 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,229 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -400 | -100.0% | Q3 2026 | Oct 29, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |