FIRST TRUST EXCHANGE-TRADED FUND III - FMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,496,125 | 179,586 | 0.01% | 0.01% | 1 | +155,906 | 4.67% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,423,152 | 124,470 | 0.03% | 0.03% | 2 | +94,492 | 4.06% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,127,424 | 109,279 | 0.02% | 0.02% | 3 | -301,317 | -12.41% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,078,113 | 106,746 | 0.01% | 0.01% | 4 | +31,319 | 1.53% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,891,649 | 97,168 | 0.01% | 0.01% | 5 | -12,446 | -0.65% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,256,709 | 64,553 | 0.02% | 0.02% | 6 | +32,392 | 2.65% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 911,907 | 46,843 | 0.06% | 0.06% | 7 | +125,875 | 16.01% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 837,252 | 43,007 | 1.07% | 1.17% | 8 | -5,655 | -0.67% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 782,447 | 40,192 | 0.34% | 0.37% | 9 | +38,020 | 5.11% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 519,985 | 26,710 | 0.05% | 0.06% | 10 | +51,623 | 11.02% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 497,684 | 25,564 | 0.08% | 0.08% | 11 | +68,875 | 16.06% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 443,110 | 22,761 | 0.0% | 0.0% | 12 | +26,773 | 6.43% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 428,848 | 22,028 | 0.03% | 0.03% | 13 | -1,566 | -0.36% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 396,678 | 20,376 | 0.02% | 0.02% | 14 | -21,422 | -5.12% | Q2 2026 | Aug 12, 2026 |
| RMR Wealth Builders | History | Added to | 351,741 | 18,067 | 1.12% | 1.33% | 15 | +18,691 | 5.61% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 349,602 | 17,958 | 0.02% | 0.02% | 16 | +1,456 | 0.42% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 345,208 | 17,732 | 0.0% | 0.0% | 17 | +21,260 | 6.56% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 331,431 | 17,025 | 0.04% | 0.04% | 18 | +30,959 | 10.3% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 323,763 | 16,630 | 0.03% | 0.03% | 19 | +5,731 | 1.8% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 298,518 | 15,334 | 0.01% | 0.01% | 20 | +848 | 0.28% | Q2 2026 | Aug 12, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 281,978 | 14,484 | 6.11% | 10.76% | 21 | +12,550 | 4.66% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 273,980 | 14,064 | 0.01% | 0.01% | 22 | +50,199 | 22.43% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 251,295 | 12,908 | 0.15% | 0.18% | 23 | -2,651 | -1.04% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | New | 245,248 | 12,597 | 0.07% | — | 24 | +245,248 | New | Q2 2026 | Aug 11, 2026 |
| GM Advisory Group, LLC | History | No change | 240,580 | 12,187 | 0.47% | 0.47% | 25 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 228,347 | 11,729 | 2.01% | 2.33% | 26 | +8,207 | 3.73% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 209,609 | 10,767 | 0.01% | 0.01% | 27 | -13,943 | -6.24% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 186,856 | 9,599 | 0.02% | 0.02% | 28 | +27,751 | 17.44% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 185,023 | 9,504 | 0.81% | 0.87% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 184,281 | 9,466 | 0.0% | 0.0% | 30 | -1,428 | -0.77% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 179,008 | 9,195 | 0.01% | 0.01% | 31 | +890 | 0.5% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | New | 169,893 | 8,726 | 0.1% | — | 32 | +169,893 | New | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,013 | 8,424 | 0.03% | 0.03% | 33 | +12,049 | 7.93% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 158,769 | 8,155 | 0.53% | 0.56% | 34 | +13,623 | 9.39% | Q2 2026 | Jul 08, 2026 |
| ERn Financial, LLC | History | Added to | 152,769 | 7,847 | 1.3% | 1.45% | 35 | +496 | 0.33% | Q2 2026 | Jul 23, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 152,469 | 7,832 | 0.36% | 0.33% | 36 | +25,032 | 19.64% | Q2 2026 | Aug 07, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 147,834 | 7,593 | 1.61% | 1.76% | 38 | +9,814 | 7.11% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Reduced | 147,830 | 7,593 | 0.0% | 0.0% | 37 | -3,918 | -2.58% | Q2 2026 | Aug 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 146,105 | 7,401 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 134,362 | 6,901 | 0.06% | 0.07% | 40 | -1,097 | -0.81% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 134,195 | 6,893 | 0.03% | 0.04% | 41 | -6,925 | -4.91% | Q2 2026 | Jul 17, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 130,420 | 6,699 | 0.24% | 0.28% | 42 | -3,457 | -2.58% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 127,378 | 6,547 | 0.0% | 0.0% | 43 | +33,022 | 35.0% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 127,174 | 6,532 | 0.2% | 0.22% | 44 | +425 | 0.34% | Q2 2026 | Jul 14, 2026 |
| CWM, LLC | History | No change | 123,047 | 6,233 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 115,918 | 5,954 | 1.95% | 2.12% | 46 | +1,785 | 1.56% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,429 | 5,826 | 0.01% | 0.01% | 47 | +20,670 | 22.28% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 111,229 | 5,713 | 0.04% | 0.11% | 48 | +37,137 | 50.12% | Q2 2026 | Aug 10, 2026 |
| Logan Stone Capital, LLC | History | Added to | 109,061 | 5,602 | 1.18% | 0.61% | 49 | +65,955 | 153.01% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 108,351 | 5,565 | 0.03% | 0.03% | 50 | -359 | -0.33% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 105,378 | 5,412 | 0.02% | 0.03% | 51 | -3,051 | -2.81% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 104,206 | 5,352 | 0.02% | 0.03% | 52 | +973 | 0.94% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 100,177 | 5,145 | 0.08% | 0.1% | 53 | +3,437 | 3.55% | Q2 2026 | Jul 31, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 97,549 | 5,010 | 0.76% | 0.86% | 54 | -2,493 | -2.49% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 96,313 | 4,947 | 0.03% | 0.03% | 55 | +2,676 | 2.86% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | Added to | 95,493 | 4,905 | 0.02% | 0.02% | 56 | +6,699 | 7.54% | Q2 2026 | Aug 11, 2026 |
| Advance Capital Management, Inc. | History | Added to | 91,522 | 4,701 | 0.15% | 0.16% | 57 | +8,951 | 10.84% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 88,133 | 4,527 | 0.08% | 0.08% | 58 | +3,246 | 3.82% | Q2 2026 | Jul 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 87,089 | 4,473 | 1.26% | 1.38% | 59 | -105 | -0.12% | Q2 2026 | Aug 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 85,923 | 4,413 | 0.31% | 0.35% | 60 | +1,901 | 2.26% | Q2 2026 | Jul 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 85,581 | 4,396 | 1.3% | 1.4% | 61 | -1,117 | -1.29% | Q2 2026 | Jul 23, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 83,002 | 4,263 | 0.77% | 0.83% | 62 | -710 | -0.85% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 80,705 | 4,145 | 0.01% | 0.01% | 63 | -6,219 | -7.15% | Q2 2026 | Aug 05, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 77,578 | 3,984 | 0.81% | 0.81% | 64 | +2,911 | 3.9% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 77,540 | 3,982 | 0.92% | 1.07% | 65 | +745 | 0.97% | Q2 2026 | Jul 23, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 71,872 | 3,691 | 0.88% | 0.9% | 66 | +5,397 | 8.12% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 70,950 | 3,644 | 0.48% | 0.57% | 67 | -2,009 | -2.75% | Q2 2026 | Jul 27, 2026 |
| EdgeRock Capital LLC | History | Reduced | 68,971 | 3,542 | 0.8% | 1.05% | 68 | -7,391 | -9.68% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Added to | 68,562 | 3,521 | 0.0% | 0.0% | 69 | +1,081 | 1.6% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 68,048 | 3,495 | 0.21% | 0.19% | 70 | -29,476 | -30.22% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,769 | 3,481 | 0.07% | 0.07% | 71 | +1,375 | 2.07% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | Added to | 64,829 | 3,330 | 0.56% | 0.51% | 72 | +13,517 | 26.34% | Q2 2026 | Jul 22, 2026 |
| Seascape Capital Management | History | No change | 64,250 | 3,300 | 0.79% | 0.94% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 63,752 | 3,274 | 0.02% | 0.02% | 74 | +233 | 0.37% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 63,304 | 3,251 | 0.42% | 0.45% | 75 | -242 | -0.38% | Q2 2026 | Jul 20, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 62,463 | 3,208 | 0.66% | — | 76 | +62,463 | New | Q2 2026 | Jul 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 60,230 | 3,093 | 0.29% | 0.38% | 77 | -7,607 | -11.21% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 59,000 | 3,030 | 0.74% | 0.82% | 78 | +565 | 0.97% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | New | 58,398 | 2,999 | 0.09% | — | 79 | +58,398 | New | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,368 | 2,946 | 0.04% | 0.05% | 80 | +1,334 | 2.38% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,269 | 2,932 | 0.0% | 0.01% | 81 | -9,024 | -13.61% | Q2 2026 | Jul 15, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 56,785 | 2,916 | 0.56% | 0.67% | 82 | -5,859 | -9.35% | Q2 2026 | Aug 04, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 56,560 | 2,905 | 1.52% | 1.57% | 83 | +40 | 0.07% | Q2 2026 | Aug 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 56,500 | 2,902 | 0.33% | 0.54% | 84 | -27,000 | -32.34% | Q2 2026 | Aug 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 55,553 | 2,853 | 0.21% | 0.22% | 85 | +926 | 1.7% | Q2 2026 | Aug 06, 2026 |
| ARWA LLC | History | Added to | 55,650 | 2,841 | 1.18% | 1.1% | 86 | +12,118 | 27.84% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 54,938 | 2,822 | 0.02% | 0.01% | 87 | +17,012 | 44.86% | Q2 2026 | Jul 24, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 51,538 | 2,647 | 0.3% | 0.33% | 88 | -400 | -0.77% | Q2 2026 | Jul 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 51,218 | 2,614 | 0.34% | 0.38% | 89 | +180 | 0.35% | Q2 2026 | Jul 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 48,915 | 2,512 | 0.1% | 0.12% | 90 | -2,746 | -5.32% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,527 | 2,389 | 0.02% | 0.01% | 91 | +25,824 | 124.74% | Q2 2026 | Sep 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 44,983 | 2,310 | 0.0% | 0.0% | 92 | -4,050 | -8.26% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 44,542 | 2,287 | 0.0% | 0.0% | 93 | -16,778 | -27.36% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,033 | 2,261 | 0.03% | 0.03% | 94 | +5,992 | 15.75% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 43,391 | 2,228 | 0.2% | 0.25% | 95 | -1,534 | -3.41% | Q2 2026 | Jul 22, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 42,983 | 2,207 | 0.13% | 0.16% | 96 | +320 | 0.75% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 42,917 | 2,204 | 0.03% | 0.04% | 97 | -3,320 | -7.18% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 42,479 | 2,182 | 0.02% | 0.02% | 98 | +4,627 | 12.22% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 42,479 | 2,182 | 0.04% | 0.04% | 99 | +4,627 | 12.22% | Q2 2026 | Aug 12, 2026 |
| Midwest Financial Group LLC | History | New | 42,306 | 2,173 | 0.76% | — | 100 | +42,306 | New | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | Added to | 41,784 | 2,146 | 0.03% | 0.03% | 101 | +9,987 | 31.41% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 41,658 | 2,139 | 0.01% | 0.01% | 102 | +6,705 | 19.18% | Q2 2026 | Jul 20, 2026 |
| Keystone Financial Group | History | Added to | 40,306 | 2,070 | 0.12% | 0.12% | 103 | +4,448 | 12.4% | Q2 2026 | Jul 29, 2026 |
| GatePass Capital, LLC | History | New | 38,438 | 1,974 | 0.75% | — | 104 | +38,438 | New | Q2 2026 | Jul 30, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 36,910 | 1,897 | 0.64% | 0.7% | 105 | +180 | 0.49% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 36,430 | 1,871 | 0.06% | 0.08% | 106 | -7,541 | -17.15% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | Added to | 35,854 | 1,838 | 0.49% | 0.55% | 107 | +4,425 | 14.08% | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 35,020 | 1,798 | 0.04% | 0.04% | 108 | +59 | 0.17% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,600 | 1,777 | 0.0% | 0.0% | 109 | -57,186 | -62.3% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 33,688 | 1,730 | 0.23% | 0.24% | 110 | +4,253 | 14.45% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 33,045 | 1,697 | 0.02% | 0.02% | 111 | +231 | 0.7% | Q2 2026 | Aug 03, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 32,379 | 1,663 | 1.35% | 1.49% | 112 | +683 | 2.15% | Q2 2026 | Jul 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 32,021 | 1,644 | 0.05% | 0.05% | 113 | -248 | -0.77% | Q2 2026 | Jul 07, 2026 |
| Family Capital Management, Inc. | History | Added to | 32,004 | 1,643 | 0.64% | 0.68% | 114 | +1,952 | 6.5% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Reduced | 31,742 | 1,630 | 0.0% | 0.0% | 115 | -8,408 | -20.94% | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 31,365 | 1,611 | 0.35% | 0.4% | 116 | -2,002 | -6.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 30,230 | 1,552 | 0.06% | 0.07% | 117 | -437 | -1.42% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 30,111 | 1,546 | 0.04% | 0.04% | 118 | -1,570 | -4.96% | Q2 2026 | Aug 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 29,962 | 1,539 | 0.08% | 0.11% | 119 | -740 | -2.41% | Q2 2026 | Aug 06, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 29,538 | 1,517 | 1.22% | 1.25% | 120 | +1,723 | 6.19% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,401 | 1,510 | 0.02% | 0.02% | 121 | +1,225 | 4.35% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,363 | 1,508 | 0.02% | 0.02% | 122 | -122 | -0.41% | Q2 2026 | Aug 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 28,816 | 1,480 | 0.04% | 0.04% | 123 | +1,604 | 5.89% | Q2 2026 | Aug 19, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 27,942 | 1,435 | 0.14% | 0.15% | 124 | +1,813 | 6.94% | Q2 2026 | Jul 10, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 26,885 | 1,381 | 0.09% | 0.09% | 125 | +4,293 | 19.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 26,368 | 1,354 | 0.08% | 0.1% | 126 | -77 | -0.29% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | Added to | 26,093 | 1,340 | 0.01% | 0.01% | 127 | +3,831 | 17.21% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,912 | 1,331 | 0.03% | 0.03% | 128 | +1,543 | 6.33% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 25,901 | 1,330 | 0.23% | 0.2% | 130 | +5,438 | 26.57% | Q2 2026 | Jul 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 25,907 | 1,330 | 0.01% | 0.01% | 129 | +3,965 | 18.07% | Q2 2026 | Jul 24, 2026 |
| Forum Finance Group S.A. | History | No change | 32,049 | 1,330 | 0.48% | 0.71% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | Added to | 25,831 | 1,326 | 0.29% | 0.34% | 132 | +177 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 25,131 | 1,290 | 0.49% | 0.57% | 133 | -1,016 | -3.89% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,767 | 1,272 | 0.02% | 0.02% | 134 | +733 | 3.05% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 24,779 | 1,272 | 0.01% | 0.01% | 135 | -468 | -1.85% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Added to | 24,466 | 1,256 | 0.13% | 0.22% | 136 | +19,640 | 406.96% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 24,002 | 1,232 | 0.04% | 0.04% | 137 | +97 | 0.41% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 23,105 | 1,186 | 0.02% | — | 138 | +23,105 | New | Q2 2026 | Aug 06, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 22,773 | 1,169 | 0.22% | 0.19% | 139 | +4,134 | 22.18% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,742 | 1,168 | 0.02% | 0.03% | 140 | -1,164 | -4.87% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,776 | 1,118 | 0.01% | 0.01% | 141 | -579 | -2.59% | Q2 2026 | Jul 28, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 21,663 | 1,112 | 0.59% | 0.8% | 142 | -3,968 | -15.48% | Q2 2026 | Aug 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 21,529 | 1,105 | 0.09% | 0.11% | 143 | -344 | -1.57% | Q2 2026 | Jul 15, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,425 | 1,100 | 0.16% | 0.17% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 21,567 | 1,093 | 0.17% | 0.16% | 145 | +2,610 | 13.77% | Q2 2026 | Aug 10, 2026 |
| Occidental Asset Management, LLC | History | Added to | 21,210 | 1,089 | 0.11% | 0.09% | 146 | +6,647 | 45.64% | Q2 2026 | Aug 07, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 20,467 | 1,051 | 0.94% | — | 147 | +20,467 | New | Q2 2026 | Jul 21, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 20,350 | 1,045 | 0.18% | 0.21% | 148 | -977 | -4.58% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,253 | 1,040 | 0.01% | 0.02% | 149 | -5,133 | -20.22% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Added to | 19,508 | 1,002 | 0.01% | 0.01% | 150 | +2,708 | 16.12% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,487 | 1,001 | 0.01% | 0.01% | 151 | +1,489 | 8.27% | Q2 2026 | Aug 14, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 19,156 | 983 | 0.78% | 0.85% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,992 | 975 | 0.02% | 0.02% | 153 | +1,907 | 11.16% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 18,958 | 961 | 0.05% | 0.07% | 154 | +216 | 1.15% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | No change | 18,385 | 944 | 0.18% | 0.2% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 18,361 | 943 | 0.11% | 0.12% | 157 | -2,395 | -11.54% | Q2 2026 | Jul 27, 2026 |
| EPG Wealth Management LLC | History | Added to | 18,365 | 943 | 0.23% | 0.25% | 156 | +461 | 2.57% | Q2 2026 | Jul 28, 2026 |
| TL Private Wealth | History | Added to | 17,973 | 921 | 0.34% | 0.28% | 158 | +4,017 | 28.78% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 17,768 | 912 | 0.02% | — | 159 | +17,768 | New | Q2 2026 | Jul 17, 2026 |
| Forum Private Client Group LLC | History | Added to | 17,250 | 886 | 0.26% | 0.29% | 160 | +38 | 0.22% | Q2 2026 | Aug 12, 2026 |
| LVZ, Inc. | History | Reduced | 17,194 | 883 | 0.09% | 0.1% | 161 | -869 | -4.81% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,862 | 866 | 0.02% | 0.02% | 162 | +4,167 | 32.82% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,319 | 838 | 0.13% | 0.19% | 163 | +39 | 0.24% | Q2 2026 | Aug 04, 2026 |
| Southland Equity Partners LLC | History | No change | 16,238 | 834 | 0.15% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gilbert & Cook, Inc. | History | No change | 16,036 | 823 | 0.09% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,971 | 820 | 0.01% | 0.01% | 166 | -21,154 | -56.98% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,468 | 794 | 0.0% | — | 167 | +15,468 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 15,304 | 786 | 0.03% | — | 168 | +15,304 | New | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 15,215 | 781 | 0.17% | 0.17% | 169 | +1,158 | 8.24% | Q2 2026 | Jul 29, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 14,892 | 764 | 0.17% | 0.2% | 170 | -293 | -1.93% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,867 | 763 | 0.02% | 0.02% | 171 | +1,021 | 7.37% | Q2 2026 | Aug 06, 2026 |
| SAXON INTERESTS, INC. | History | No change | 14,803 | 760 | 0.21% | 0.26% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,524 | 746 | 0.02% | 0.02% | 173 | -203 | -1.38% | Q2 2026 | Aug 14, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 14,050 | 721 | 0.33% | 0.35% | 174 | +82 | 0.59% | Q2 2026 | Jul 30, 2026 |
| White Wing Wealth Management | History | New | 13,909 | 714 | 0.37% | — | 175 | +13,909 | New | Q2 2026 | Jul 08, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,828 | 710 | 0.0% | — | 176 | +13,828 | New | Q2 2026 | Aug 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 13,663 | 701 | 0.38% | 0.48% | 177 | +125 | 0.92% | Q2 2026 | Jul 27, 2026 |
| Cadia Private Client LLC | History | Added to | 13,241 | 680 | 0.49% | 0.33% | 178 | +5,200 | 64.67% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,181 | 677 | 0.0% | 0.0% | 179 | +105 | 0.8% | Q2 2026 | Aug 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 13,087 | 672 | 0.41% | 0.47% | 180 | -74 | -0.56% | Q2 2026 | Jul 23, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,030 | 669 | 0.34% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 12,996 | 667 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 12,852 | 660 | 0.17% | 0.18% | 183 | +500 | 4.05% | Q2 2026 | Jul 28, 2026 |
| NewSquare Capital LLC | History | Added to | 12,769 | 655 | 0.05% | 0.06% | 184 | +231 | 1.84% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,694 | 652 | 0.05% | 0.05% | 185 | +616 | 5.1% | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | No change | 12,522 | 643 | 0.1% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 12,200 | 626 | 0.25% | 0.29% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 12,107 | 621 | 0.12% | 0.08% | 188 | +5,240 | 76.31% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,084 | 620 | 0.03% | 0.04% | 189 | -615 | -4.84% | Q2 2026 | Jul 27, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 11,435 | 587 | 0.84% | 1.07% | 190 | -925 | -7.48% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | Reduced | 11,344 | 582 | 0.11% | 0.12% | 191 | -250 | -2.16% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,193 | 574 | 0.03% | 0.02% | 192 | +5,000 | 80.74% | Q2 2026 | Jul 28, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 9,845 | 560 | 0.13% | 0.08% | 193 | +4,084 | 70.89% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 10,829 | 556 | 0.28% | 0.37% | 194 | -1,993 | -15.54% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | Reduced | 10,797 | 554 | 0.01% | 0.06% | 196 | -86,087 | -88.86% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,798 | 554 | 0.01% | 0.02% | 195 | +280 | 2.66% | Q2 2026 | Aug 13, 2026 |
| Signature Wealth Management Group | History | No change | 10,741 | 544 | 0.21% | 0.21% | 197 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,569 | 542 | 0.01% | 0.01% | 198 | -1,980 | -15.78% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 10,362 | 532 | 0.0% | 0.0% | 199 | -175 | -1.66% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Group | History | Reduced | 10,300 | 529 | 0.05% | 0.08% | 200 | -4,550 | -30.64% | Q2 2026 | Aug 05, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 10,163 | 522 | 0.52% | 1.14% | 201 | -30,909 | -75.26% | Q2 2026 | Aug 12, 2026 |
| Legacy Private Trust Co. | History | Added to | 10,098 | 518 | 0.03% | 0.03% | 202 | +50 | 0.5% | Q2 2026 | Jul 21, 2026 |
| Old Mission Investment Co LLC | History | No change | 10,079 | 517 | 0.11% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 10,000 | 513 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,009 | 505 | 0.04% | 0.04% | 205 | +669 | 7.16% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 9,563 | 491 | 0.0% | 0.0% | 206 | +124 | 1.31% | Q2 2026 | Aug 03, 2026 |
| Nilsine Partners, LLC | History | Reduced | 9,386 | 482 | 0.03% | 0.04% | 207 | -613 | -6.13% | Q2 2026 | Jul 24, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 9,342 | 479 | 0.2% | — | 208 | +9,342 | New | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | Reduced | 9,143 | 469 | 0.0% | 0.0% | 209 | -351 | -3.7% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,940 | 459 | 0.01% | 0.02% | 210 | -2,020 | -18.43% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 8,915 | 457 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 8,900 | 457 | 0.02% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,057 | 455 | 0.2% | 0.24% | 213 | -8 | -0.09% | Q2 2026 | Aug 06, 2026 |
| Financial Enhancement Group LLC | History | No change | 8,798 | 451 | 0.05% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,757 | 449 | 0.0% | — | 215 | +8,757 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,677 | 445 | 0.01% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 8,415 | 432 | 0.04% | 0.05% | 218 | -290 | -3.33% | Q2 2026 | Jul 29, 2026 |
| Advisory Resource Group | History | Added to | 8,411 | 432 | 0.06% | 0.07% | 217 | +104 | 1.25% | Q2 2026 | Jul 14, 2026 |
| HCR Wealth Advisors | History | No change | 8,344 | 428 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,312 | 426 | 0.02% | 0.02% | 220 | -599 | -6.72% | Q2 2026 | Aug 20, 2026 |
| World Investment Advisors | History | No change | 8,410 | 426 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,219 | 422 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 8,186 | 420 | 0.04% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,155 | 418 | 0.0% | 0.01% | 224 | -2,969 | -26.69% | Q2 2026 | Aug 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 8,109 | 416 | 0.13% | 0.13% | 225 | +730 | 9.89% | Q2 2026 | Jul 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 7,943 | 408 | 0.06% | — | 226 | +7,943 | New | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 7,904 | 406 | 0.1% | 0.11% | 227 | +14 | 0.18% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 7,900 | 405 | 0.02% | — | 229 | +7,900 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,886 | 405 | 0.01% | 0.01% | 228 | +2,605 | 49.33% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,877 | 404 | 0.0% | 0.0% | 230 | +6,641 | 537.3% | Q2 2026 | Jul 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,782 | 399 | 0.04% | 0.04% | 231 | -7,782 | -50.0% | Q2 2026 | Jul 16, 2026 |
| Cooksen Wealth, LLC | History | Added to | 7,569 | 388 | 0.24% | 0.27% | 233 | +237 | 3.23% | Q2 2026 | Jul 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,675 | 388 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LexAurum Advisors, LLC | History | New | 7,234 | 371 | 0.04% | — | 234 | +7,234 | New | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,996 | 359 | 0.0% | — | 235 | +6,996 | New | Q2 2026 | Aug 18, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 6,938 | 356 | 0.17% | 0.19% | 236 | +41 | 0.59% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 6,930 | 354 | 0.18% | 0.22% | 237 | -585 | -7.78% | Q2 2026 | Jul 29, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,451 | 331 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Coyle Financial Counsel LLC | History | No change | 6,204 | 318 | 0.06% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,156 | 316 | 0.01% | — | 240 | +6,156 | New | Q2 2026 | Jul 21, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 6,149 | 315 | 0.07% | 0.08% | 241 | +42 | 0.69% | Q2 2026 | Jul 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,064 | 311 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 6,018 | 309 | 0.08% | 0.1% | 243 | +7 | 0.12% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5,926 | 304 | 0.01% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 5,843 | 300 | 0.05% | 0.06% | 245 | +52 | 0.9% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | Added to | 5,786 | 297 | 0.01% | 0.01% | 246 | +53 | 0.92% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | New | 5,688 | 292 | 0.03% | — | 247 | +5,688 | New | Q2 2026 | Aug 06, 2026 |
| Auour Investments LLC | History | Reduced | 5,529 | 283 | 0.08% | 0.11% | 248 | -1,243 | -18.35% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,488 | 281 | 0.01% | 0.02% | 249 | +9 | 0.16% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Reduced | 5,447 | 279 | 0.04% | 0.08% | 250 | -3,457 | -38.83% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 5,438 | 279 | 0.05% | 0.06% | 251 | +24 | 0.44% | Q2 2026 | Jul 30, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 5,428 | 278 | 0.09% | 0.11% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,267 | 270 | 0.02% | 0.02% | 253 | +48 | 0.92% | Q2 2026 | Aug 05, 2026 |
| Owen LaRue, LLC | History | Added to | 4,944 | 253 | 0.09% | 0.1% | 254 | +45 | 0.92% | Q2 2026 | Jul 22, 2026 |
| CFO4Life Group, LLC | History | Added to | 4,907 | 252 | 0.03% | 0.04% | 255 | +11 | 0.22% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,849 | 249 | 0.0% | — | 256 | +4,849 | New | Q2 2026 | Aug 18, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,676 | 240 | 0.08% | 0.1% | 258 | +19 | 0.41% | Q2 2026 | Jul 27, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,755 | 240 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 4,468 | 229 | 0.12% | 0.14% | 259 | -185 | -3.98% | Q2 2026 | Aug 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 4,441 | 228 | 0.08% | 0.09% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,415 | 226 | 0.07% | 0.09% | 261 | +26 | 0.59% | Q2 2026 | Aug 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 4,285 | 220 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 4,247 | 218 | 0.07% | 0.08% | 263 | +10 | 0.24% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,240 | 217 | 0.0% | 0.0% | 264 | +4,053 | 2167.38% | Q2 2026 | Jul 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,243 | 217 | 0.05% | 0.06% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,224 | 216 | 0.01% | 0.01% | 266 | +2 | 0.05% | Q2 2026 | Aug 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 4,179 | 214 | 0.06% | 0.07% | 267 | -125 | -2.9% | Q2 2026 | Jul 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,145 | 212 | 0.0% | 0.0% | 268 | -298 | -6.71% | Q2 2026 | Aug 06, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,172 | 212 | 0.08% | 0.09% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,117 | 211 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,063 | 208 | 0.06% | 0.07% | 271 | -1 | -0.02% | Q2 2026 | Jul 24, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 4,046 | 207 | 0.12% | 0.08% | 273 | +1,515 | 59.86% | Q2 2026 | Aug 07, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 4,045 | 207 | 0.06% | 0.08% | 272 | -877 | -17.82% | Q2 2026 | Jul 23, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,020 | 206 | 0.03% | 0.03% | 274 | +36 | 0.9% | Q2 2026 | Aug 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 3,984 | 204 | 0.03% | — | 275 | +3,984 | New | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 3,965 | 203 | 0.0% | — | 276 | +3,965 | New | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,942 | 202 | 0.0% | — | 277 | +3,942 | New | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | New | 3,897 | 200 | 0.04% | — | 278 | +3,897 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,473 | 178 | 0.01% | 0.01% | 279 | +1,000 | 40.44% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | Reduced | 3,380 | 174 | 0.01% | 0.01% | 280 | -1,970 | -36.82% | Q2 2026 | Aug 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,233 | 115 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Basepoint Wealth LLC | History | Added to | 2,099 | 107 | 0.06% | 0.06% | 282 | +20 | 0.96% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | New | 2,036 | 104 | 0.02% | — | 283 | +2,036 | New | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 1,875 | 96 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,831 | 94 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,380 | 70 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 1,247 | 64 | 0.01% | 0.01% | 288 | +5 | 0.4% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,250 | 64 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,176 | 60 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 1,106 | 56 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,024 | 52 | 0.03% | 0.03% | 291 | +115 | 12.65% | Q2 2026 | Jul 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 936 | 48 | 0.02% | 0.02% | 292 | +9 | 0.97% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | Reduced | 689 | 35 | 0.01% | 0.01% | 293 | -118 | -14.62% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 659 | 33 | 0.0% | 0.01% | 294 | -411 | -38.41% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | New | 609 | 31 | 0.0% | — | 296 | +609 | New | Q2 2026 | Jul 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 609 | 31 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 566 | 29 | 0.0% | — | 297 | +566 | New | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 539 | 27 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 414 | 21 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 393 | 20 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |