FIRST TRUST EXCHANGE-TRADED FUND III - FMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 55 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 2,945,540 | 150,620 | 0.01% | 0.01% | 1 | -20,235 | -0.68% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,398,698 | 122,657 | 0.02% | 0.02% | 2 | -116,075 | -4.62% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,308,525 | 118,046 | 0.03% | 0.03% | 3 | +181,458 | 8.53% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,836,968 | 93,933 | 0.02% | 0.01% | 4 | +38,553 | 2.14% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,824,839 | 93,313 | 0.01% | 0.01% | 5 | +82,590 | 4.74% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,190,713 | 60,887 | 0.02% | 0.02% | 6 | +43,522 | 3.79% | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | Added to | 1,163,045 | 59,472 | 0.85% | 0.81% | 7 | +92,945 | 8.69% | Q4 2025 | Feb 02, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 854,387 | 43,689 | 1.22% | 1.31% | 8 | -45,562 | -5.06% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 798,348 | 40,825 | 0.06% | 0.06% | 9 | -57,946 | -6.77% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 578,623 | 29,587 | 0.29% | 0.29% | 10 | +20,205 | 3.62% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 460,542 | 23,550 | 0.0% | — | 11 | +460,542 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 420,652 | 21,510 | 0.05% | 0.04% | 12 | +46,980 | 12.57% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 411,226 | 20,985 | 0.03% | 0.03% | 13 | -8,133 | -1.94% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 409,517 | 20,940 | 0.02% | 0.02% | 14 | +10,248 | 2.57% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 405,841 | 20,752 | 0.08% | 0.08% | 15 | +70,160 | 20.9% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 350,316 | 17,913 | 0.02% | 0.02% | 16 | -30,039 | -7.9% | Q4 2025 | Feb 12, 2026 |
| RMR Wealth Builders | History | Reduced | 315,693 | 16,142 | 1.29% | 1.62% | 17 | -66,572 | -17.42% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 299,025 | 15,290 | 0.0% | 0.0% | 18 | -12,925 | -4.14% | Q4 2025 | Feb 10, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 296,387 | 15,155 | 3.4% | 3.4% | 19 | +8,374 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 295,844 | 15,128 | 0.03% | 0.03% | 20 | +41,346 | 16.25% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 289,924 | 14,825 | 0.01% | 0.01% | 21 | -1,056 | -0.36% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Financial Partners | History | New | 248,749 | 12,719 | 10.5% | — | 22 | +248,749 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 247,969 | 12,679 | 10.47% | — | 23 | +247,969 | New | Q4 2025 | Feb 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 244,899 | 12,522 | 0.49% | 0.47% | 24 | +26,407 | 12.09% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 227,740 | 11,645 | 0.03% | 0.03% | 25 | +15,935 | 7.52% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 210,930 | 10,785 | 0.01% | 0.01% | 26 | +5,765 | 2.81% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 200,002 | 10,227 | 0.0% | 0.0% | 27 | +153,443 | 329.57% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 187,567 | 9,591 | 0.0% | 0.0% | 28 | +6,920 | 3.83% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 186,168 | 9,519 | 0.0% | 0.0% | 29 | -12,840 | -6.45% | Q4 2025 | Feb 10, 2026 |
| MOTCO | History | Added to | 185,177 | 9,469 | 0.86% | 0.84% | 30 | +3,385 | 1.86% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 178,958 | 9,151 | 0.01% | 0.0% | 31 | +49,492 | 38.23% | Q4 2025 | Feb 17, 2026 |
| ERn Financial, LLC | History | Added to | 158,806 | 8,120 | 1.53% | 1.5% | 32 | +9,246 | 6.18% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 155,328 | 7,942 | 0.04% | 0.05% | 33 | -7,737 | -4.74% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 147,602 | 7,545 | 0.01% | 0.01% | 34 | +21,540 | 17.09% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,685 | 7,398 | 0.03% | 0.04% | 35 | -14,003 | -8.82% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 141,073 | 7,213 | 0.19% | 0.19% | 36 | +4,918 | 3.61% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 133,812 | 6,842 | 0.25% | 0.34% | 37 | -45,786 | -25.49% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 132,062 | 6,753 | 0.02% | 0.02% | 38 | +5,021 | 3.95% | Q4 2025 | Jan 26, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 130,249 | 6,660 | 0.5% | 0.48% | 39 | +13,878 | 11.93% | Q4 2025 | Jan 09, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 121,753 | 6,225 | 1.59% | 1.64% | 40 | -2,511 | -2.02% | Q4 2025 | Jan 07, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 108,922 | 5,570 | 0.3% | 0.22% | 41 | +27,297 | 33.44% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 106,280 | 5,434 | 0.01% | 0.01% | 42 | +29,827 | 39.01% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 103,742 | 5,304 | 0.03% | 0.03% | 43 | +12,325 | 13.48% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 102,380 | 5,235 | 0.02% | 0.03% | 44 | -5,529 | -5.12% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 100,346 | 5,131 | 0.9% | 1.02% | 45 | -10,648 | -9.59% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Added to | 99,428 | 5,084 | 0.07% | 0.08% | 46 | +1,422 | 1.45% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 90,200 | 4,612 | 0.56% | 0.6% | 47 | -1,700 | -1.85% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Reduced | 89,577 | 4,580 | 0.02% | 0.02% | 48 | -15,498 | -14.75% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 86,365 | 4,416 | 0.09% | 0.1% | 49 | -1,647 | -1.87% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 86,336 | 4,414 | 0.0% | 0.0% | 50 | -8,602 | -9.06% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 84,559 | 4,323 | 0.03% | 0.03% | 51 | +2,755 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 84,306 | 4,310 | 0.33% | 0.33% | 52 | +2,584 | 3.16% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 84,244 | 4,307 | 0.02% | — | 53 | +84,244 | New | Q4 2025 | Feb 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 84,085 | 4,299 | 1.36% | 1.48% | 54 | -4,674 | -5.27% | Q4 2025 | Feb 03, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 83,274 | 4,258 | 1.34% | 1.36% | 55 | +1,932 | 2.38% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 79,267 | 4,053 | 0.07% | 0.1% | 56 | -6,361 | -7.43% | Q4 2025 | Jan 21, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 75,106 | 3,840 | 1.12% | 1.07% | 57 | +7,812 | 11.61% | Q4 2025 | Jan 20, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 74,552 | 3,812 | 1.43% | 1.52% | 58 | -2,389 | -3.1% | Q4 2025 | Feb 04, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 74,006 | 3,784 | 0.72% | 0.85% | 59 | -12,843 | -14.79% | Q4 2025 | Feb 11, 2026 |
| EdgeRock Capital LLC | History | Added to | 72,601 | 3,712 | 0.99% | 1.01% | 60 | +1,359 | 1.91% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Reduced | 68,701 | 3,513 | 0.0% | 0.0% | 61 | -5,790 | -7.77% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 68,259 | 3,490 | 0.56% | 0.56% | 62 | -600 | -0.87% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 66,408 | 3,395 | 0.0% | 0.0% | 63 | -5,700 | -7.9% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 66,383 | 3,394 | 0.1% | — | 64 | +66,383 | New | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 64,926 | 3,319 | 0.48% | 0.85% | 65 | -48,709 | -42.86% | Q4 2025 | Jan 28, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 64,676 | 3,307 | 0.14% | 0.15% | 66 | -4,613 | -6.66% | Q4 2025 | Jan 06, 2026 |
| Seascape Capital Management | History | Added to | 64,250 | 3,285 | 0.93% | 0.69% | 67 | +17,000 | 35.98% | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 63,737 | 3,259 | 0.37% | 0.26% | 68 | +21,541 | 51.05% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 60,897 | 3,113 | 0.07% | 0.04% | 69 | +26,163 | 75.32% | Q4 2025 | Feb 02, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 57,105 | 2,920 | 1.12% | 1.14% | 70 | +443 | 0.78% | Q4 2025 | Feb 05, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 56,437 | 2,888 | 0.84% | 0.89% | 71 | +2,660 | 4.95% | Q4 2025 | Jan 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 56,458 | 2,886 | 0.35% | 0.45% | 72 | -5,765 | -9.27% | Q4 2025 | Jan 09, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 55,950 | 2,861 | 1.6% | — | 73 | +55,950 | New | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 55,250 | 2,825 | 0.24% | 0.24% | 74 | -791 | -1.41% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 54,006 | 2,761 | 0.05% | 0.05% | 75 | -2,806 | -4.94% | Q4 2025 | Feb 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 53,944 | 2,758 | 0.42% | 0.43% | 76 | +472 | 0.88% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 51,343 | 2,625 | 0.28% | 0.29% | 77 | +20 | 0.04% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 50,147 | 2,564 | 0.52% | 0.52% | 78 | +2,569 | 5.4% | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 49,379 | 2,524 | 0.28% | 0.32% | 79 | +1,937 | 4.08% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 48,650 | 2,487 | 0.12% | 0.13% | 80 | -2,866 | -5.56% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 47,052 | 2,406 | 0.02% | 0.03% | 81 | -7,868 | -14.33% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 41,965 | 2,145 | 0.0% | 0.0% | 82 | +24,579 | 141.37% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 41,608 | 2,127 | 0.0% | 0.0% | 83 | -11,064 | -21.01% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 40,046 | 2,047 | 0.09% | 0.11% | 84 | -1,110 | -2.7% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 39,978 | 2,044 | 0.0% | 0.0% | 85 | +7,403 | 22.73% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,752 | 2,032 | 0.01% | 0.01% | 86 | +5,810 | 17.12% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 39,469 | 2,018 | 0.07% | 0.07% | 87 | -838 | -2.08% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group | History | Reduced | 37,984 | 1,942 | 0.14% | 0.15% | 88 | -1,991 | -4.98% | Q4 2025 | Feb 06, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 37,648 | 1,927 | 0.75% | 0.77% | 89 | +606 | 1.64% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,822 | 1,882 | 0.03% | 0.03% | 90 | +5,505 | 17.58% | Q4 2025 | Feb 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 36,710 | 1,877 | 0.14% | 0.15% | 91 | -2,366 | -6.05% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 36,533 | 1,868 | 0.05% | 0.02% | 92 | +17,929 | 96.37% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 35,772 | 1,829 | 0.01% | 0.01% | 93 | +5,402 | 17.79% | Q4 2025 | Feb 06, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 35,330 | 1,806 | 1.0% | 1.25% | 94 | -9,907 | -21.9% | Q4 2025 | Jan 16, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,155 | 1,797 | 0.01% | 0.02% | 95 | -13,297 | -27.44% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 33,331 | 1,704 | 0.05% | 0.05% | 96 | +363 | 1.1% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 33,198 | 1,697 | 0.08% | 0.08% | 97 | +105 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 32,176 | 1,645 | 0.05% | 0.05% | 98 | -2,795 | -7.99% | Q4 2025 | Jan 30, 2026 |
| Friday Financial | History | Added to | 31,429 | 1,607 | 0.57% | 0.32% | 99 | +16,555 | 111.3% | Q4 2025 | Jan 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 31,136 | 1,592 | 0.1% | 0.11% | 100 | +1,262 | 4.22% | Q4 2025 | Feb 11, 2026 |
| Family Capital Management, Inc. | History | Added to | 30,773 | 1,573 | 0.7% | 0.71% | 101 | +1,455 | 4.96% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | New | 30,748 | 1,572 | 0.01% | — | 102 | +30,748 | New | Q4 2025 | Jan 26, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 30,677 | 1,568 | 0.93% | 0.99% | 103 | -1,101 | -3.46% | Q4 2025 | Jan 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 30,550 | 1,562 | 0.08% | 0.12% | 105 | -3,346 | -9.87% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 30,550 | 1,562 | 0.02% | 0.03% | 104 | +2,645 | 9.48% | Q4 2025 | Feb 06, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 29,565 | 1,511 | 1.33% | 1.32% | 106 | +587 | 2.03% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,502 | 1,508 | 0.02% | 0.02% | 107 | -1,996 | -6.34% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 29,034 | 1,484 | 0.04% | — | 108 | +29,034 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 29,007 | 1,483 | 0.03% | 0.01% | 109 | +23,630 | 439.46% | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 28,883 | 1,476 | 0.34% | 0.37% | 110 | -596 | -2.02% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 28,735 | 1,469 | 0.03% | 0.03% | 111 | -831 | -2.81% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,184 | 1,441 | 0.02% | 0.02% | 112 | -423 | -1.48% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 28,115 | 1,437 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,258 | 1,393 | 0.02% | 0.02% | 114 | +3,579 | 15.11% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 27,120 | 1,386 | 0.1% | 0.11% | 115 | +162 | 0.6% | Q4 2025 | Jan 21, 2026 |
| Pursuit Wealth Management LLC | History | New | 27,033 | 1,382 | 1.19% | — | 116 | +27,033 | New | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Reduced | 25,931 | 1,325 | 0.02% | 0.02% | 117 | -3,470 | -11.8% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Added to | 25,623 | 1,310 | 0.02% | 0.02% | 118 | +5,616 | 28.07% | Q4 2025 | Feb 03, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 25,575 | 1,307 | 0.04% | 0.04% | 119 | +2,937 | 12.97% | Q4 2025 | Jan 21, 2026 |
| GSG Advisors LLC | History | Reduced | 25,482 | 1,303 | 0.34% | 0.38% | 120 | -2,609 | -9.29% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 24,880 | 1,272 | 0.01% | 0.0% | 121 | +10,758 | 76.18% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 24,784 | 1,267 | 0.15% | 0.14% | 122 | +575 | 2.38% | Q4 2025 | Jan 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 24,451 | 1,250 | 0.17% | — | 123 | +24,451 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 24,241 | 1,239 | 0.54% | 0.5% | 124 | +2,539 | 11.7% | Q4 2025 | Feb 11, 2026 |
| Cypress Capital Group | History | Reduced | 23,850 | 1,219 | 0.14% | 0.22% | 125 | -13,050 | -35.37% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,811 | 1,217 | 0.04% | 0.05% | 126 | +88 | 0.37% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,123 | 1,182 | 0.03% | 0.03% | 127 | -1,269 | -5.2% | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 22,687 | 1,160 | 0.11% | 0.11% | 128 | -232 | -1.01% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,584 | 1,154 | 0.02% | 0.0% | 129 | +15,086 | 201.2% | Q4 2025 | Feb 02, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,454 | 1,148 | 0.09% | 0.12% | 130 | -4,864 | -17.81% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 22,212 | 1,135 | 0.01% | 0.01% | 131 | -602 | -2.64% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,168 | 1,133 | 0.01% | 0.01% | 132 | -356 | -1.58% | Q4 2025 | Jan 29, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 22,113 | 1,130 | 0.24% | 0.37% | 133 | -12,605 | -36.31% | Q4 2025 | Jan 23, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 22,005 | 1,125 | 0.13% | 0.13% | 134 | +124 | 0.57% | Q4 2025 | Jan 20, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,425 | 1,095 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 21,386 | 1,093 | 0.21% | 0.23% | 136 | -1,573 | -6.85% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,721 | 1,059 | 0.02% | 0.03% | 137 | -922 | -4.26% | Q4 2025 | Feb 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 19,896 | 1,017 | 0.91% | 0.22% | 138 | +15,096 | 314.5% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 19,508 | 997 | 0.08% | — | 139 | +19,508 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,162 | 981 | 0.0% | 0.0% | 140 | -2,297 | -10.7% | Q4 2025 | Jan 08, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 19,087 | 976 | 0.67% | 0.66% | 141 | -108 | -0.56% | Q4 2025 | Jan 26, 2026 |
| Crumly & Associates Inc. | History | No change | 18,385 | 940 | 0.2% | 0.2% | 142 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 18,325 | 939 | 0.17% | 0.17% | 143 | +470 | 2.63% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | Reduced | 17,988 | 919 | 0.1% | 0.11% | 144 | -1,699 | -8.63% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Reduced | 17,944 | 917 | 0.04% | 0.04% | 145 | -267 | -1.47% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 17,802 | 910 | 0.02% | 0.04% | 146 | -19,818 | -52.68% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,713 | 905 | 0.02% | 0.02% | 147 | +115 | 0.65% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,451 | 892 | 0.02% | 0.02% | 148 | -6 | -0.03% | Q4 2025 | Feb 06, 2026 |
| EPG Wealth Management LLC | History | Reduced | 17,408 | 890 | 0.24% | 0.27% | 149 | -1,716 | -8.97% | Q4 2025 | Jan 28, 2026 |
| Hobart Private Capital, LLC | History | No change | 17,139 | 876 | 0.17% | 0.18% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elequin Capital, LP | History | New | 17,027 | 870 | 0.06% | — | 151 | +17,027 | New | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,468 | 842 | 0.17% | 0.21% | 152 | -3,678 | -18.26% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,200 | 828 | 0.02% | 0.02% | 153 | +778 | 5.04% | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | New | 16,036 | 820 | 0.1% | — | 154 | +16,036 | New | Q4 2025 | Jan 07, 2026 |
| KINTRA WEALTH, LLC | History | New | 16,025 | 819 | 0.11% | — | 155 | +16,025 | New | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 15,766 | 806 | 0.02% | 0.03% | 156 | +4,741 | 43.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,460 | 790 | 0.01% | 0.01% | 157 | -3,366 | -17.88% | Q4 2025 | Feb 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 15,332 | 784 | 0.22% | 0.23% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 15,176 | 776 | 0.07% | 0.06% | 159 | +1,116 | 7.94% | Q4 2025 | Jan 26, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 14,878 | 760 | 0.37% | — | 160 | +14,878 | New | Q4 2025 | Jan 16, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 14,803 | 756 | 0.26% | 0.29% | 161 | -158 | -1.06% | Q4 2025 | Feb 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 14,543 | 743 | 0.09% | 0.08% | 162 | +1,300 | 9.82% | Q4 2025 | Jan 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 14,498 | 741 | 0.0% | — | 163 | +14,498 | New | Q4 2025 | Feb 13, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 14,235 | 727 | 0.64% | — | 164 | +14,235 | New | Q4 2025 | Jan 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,027 | 717 | 0.0% | — | 165 | +14,027 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,940 | 712 | 0.0% | 0.0% | 166 | +841 | 6.42% | Q4 2025 | Feb 13, 2026 |
| TL Private Wealth | History | Added to | 13,843 | 711 | 0.27% | 0.28% | 167 | +105 | 0.76% | Q4 2025 | Jan 12, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 13,887 | 710 | 0.36% | 1.35% | 168 | -37,987 | -73.23% | Q4 2025 | Jan 21, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 13,457 | 688 | 0.48% | 0.67% | 169 | -5,542 | -29.17% | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 13,436 | 687 | 0.04% | 0.05% | 170 | -975 | -6.77% | Q4 2025 | Feb 03, 2026 |
| Security Financial Services, INC. | History | Reduced | 13,393 | 684 | 0.11% | 0.11% | 171 | -228 | -1.67% | Q4 2025 | Jan 27, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 13,283 | 679 | 0.15% | 0.15% | 172 | -611 | -4.4% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,233 | 676 | 0.02% | 0.02% | 173 | +492 | 3.86% | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 13,203 | 675 | 0.39% | — | 174 | +13,203 | New | Q4 2025 | Feb 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 13,128 | 671 | 0.48% | 0.49% | 175 | -10 | -0.08% | Q4 2025 | Jan 14, 2026 |
| ARWA LLC | History | New | 13,045 | 667 | 0.39% | — | 177 | +13,045 | New | Q4 2025 | Feb 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 13,054 | 667 | 0.02% | 0.03% | 176 | -1,442 | -9.95% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,030 | 666 | 0.44% | 0.44% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,012 | 665 | 0.02% | 0.02% | 179 | +175 | 1.36% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,687 | 648 | 0.02% | 0.06% | 180 | -6,121 | -32.54% | Q4 2025 | Feb 04, 2026 |
| Cooksen Wealth, LLC | History | New | 12,406 | 634 | 0.46% | — | 181 | +12,406 | New | Q4 2025 | Jan 20, 2026 |
| Forum Private Client Group LLC | History | Added to | 12,387 | 633 | 0.22% | 0.22% | 182 | +272 | 2.25% | Q4 2025 | Feb 06, 2026 |
| Signature Wealth Management Group | History | Reduced | 12,225 | 625 | 0.25% | 0.25% | 183 | -350 | -2.78% | Q4 2025 | Jan 15, 2026 |
| NewSquare Capital LLC | History | Reduced | 12,045 | 615 | 0.05% | 0.05% | 184 | -1,623 | -11.87% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 11,867 | 606 | 0.0% | 0.0% | 185 | +1,940 | 19.54% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 11,654 | 595 | 0.0% | 0.0% | 186 | +4,169 | 55.7% | Q4 2025 | Jan 30, 2026 |
| Patten Group, Inc. | History | Reduced | 11,518 | 588 | 0.11% | 0.12% | 187 | -200 | -1.71% | Q4 2025 | Jan 23, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 11,397 | 582 | 0.18% | 0.2% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 10,587 | 541 | 0.0% | 0.0% | 189 | -1,475 | -12.23% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 10,074 | 515 | 0.04% | 0.07% | 190 | -6,173 | -37.99% | Q4 2025 | Jan 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 10,056 | 514 | 0.12% | 0.14% | 191 | -1,584 | -13.61% | Q4 2025 | Jan 23, 2026 |
| Legacy Private Trust Co. | History | No change | 10,048 | 513 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 10,000 | 511 | 0.16% | 0.15% | 193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,928 | 508 | 0.29% | 0.33% | 194 | -960 | -8.82% | Q4 2025 | Jan 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,929 | 507 | 0.02% | 0.01% | 195 | +722 | 7.84% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,902 | 506 | 0.01% | 0.01% | 196 | -729 | -6.86% | Q4 2025 | Jan 23, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 9,646 | 493 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 9,212 | 471 | 0.03% | — | 198 | +9,212 | New | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | New | 9,000 | 460 | 0.02% | — | 199 | +9,000 | New | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,997 | 460 | 0.02% | 0.02% | 200 | +491 | 5.77% | Q4 2025 | Jan 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 8,915 | 455 | 0.0% | — | 201 | +8,915 | New | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 8,900 | 455 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 8,875 | 453 | 0.06% | 0.07% | 203 | -387 | -4.18% | Q4 2025 | Feb 10, 2026 |
| Financial Enhancement Group LLC | History | No change | 8,798 | 450 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,642 | 441 | 0.02% | 0.02% | 205 | +13 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 8,560 | 440 | 0.04% | 0.04% | 206 | -207 | -2.36% | Q4 2025 | Jan 20, 2026 |
| Csenge Advisory Group | History | Reduced | 8,511 | 435 | 0.02% | 0.03% | 207 | -2,386 | -21.9% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | No change | 8,344 | 426 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,243 | 421 | 0.0% | 0.0% | 209 | -543 | -6.18% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 8,221 | 420 | 0.11% | 0.09% | 212 | +1,864 | 29.32% | Q4 2025 | Jan 07, 2026 |
| Advisory Resource Group | History | Reduced | 8,231 | 420 | 0.07% | 0.09% | 211 | -1,218 | -12.89% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,219 | 420 | 0.08% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Bison Wealth, LLC | History | New | 8,201 | 416 | 0.05% | — | 213 | +8,201 | New | Q4 2025 | Mar 24, 2026 |
| Brookstone Capital Management | History | New | 8,127 | 415 | 0.0% | — | 214 | +8,127 | New | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | Reduced | 8,108 | 414 | 0.01% | 0.01% | 215 | -287 | -3.42% | Q4 2025 | Mar 12, 2026 |
| Maia Wealth LLC | History | Added to | 7,934 | 411 | 0.07% | 0.07% | 216 | +144 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,875 | 402 | 0.06% | 0.06% | 217 | +497 | 6.74% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,782 | 397 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 7,663 | 391 | 0.11% | 0.44% | 219 | -22,523 | -74.61% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | Added to | 7,664 | 391 | 0.08% | 0.07% | 220 | +2,750 | 55.96% | Q4 2025 | Feb 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 7,582 | 387 | 0.14% | 0.14% | 221 | +342 | 4.72% | Q4 2025 | Feb 10, 2026 |
| Ruggiero Investments, Inc. | History | New | 7,534 | 385 | 0.35% | — | 222 | +7,534 | New | Q4 2025 | Feb 12, 2026 |
| Auour Investments LLC | History | Added to | 7,257 | 371 | 0.12% | 0.1% | 223 | +1,005 | 16.07% | Q4 2025 | Jan 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,917 | 353 | 0.02% | 0.02% | 224 | +609 | 9.65% | Q4 2025 | Mar 04, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 6,851 | 350 | 0.19% | 0.22% | 225 | -768 | -10.08% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,554 | 335 | 0.0% | 0.0% | 226 | -276 | -4.04% | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,451 | 329 | 0.03% | — | 227 | +6,451 | New | Q4 2025 | Apr 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 6,230 | 318 | 0.03% | 0.04% | 228 | -278 | -4.27% | Q4 2025 | Jan 23, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 6,204 | 317 | 0.07% | 0.07% | 229 | +177 | 2.94% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,193 | 316 | 0.01% | 0.03% | 230 | +43 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,101 | 311 | 0.1% | 0.13% | 231 | -978 | -13.82% | Q4 2025 | Feb 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 6,064 | 310 | 0.02% | 0.04% | 232 | -3,900 | -39.14% | Q4 2025 | Feb 13, 2026 |
| Bowman & Co S.C. | History | Reduced | 6,068 | 310 | 0.13% | 0.14% | 233 | -294 | -4.62% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,934 | 303 | 0.01% | 0.02% | 236 | -6,807 | -53.43% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,911 | 303 | 0.03% | 0.04% | 235 | -992 | -14.37% | Q4 2025 | Jan 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5,926 | 303 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 5,618 | 287 | 0.01% | 0.01% | 237 | +400 | 7.67% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,571 | 284 | 0.02% | 0.02% | 238 | -918 | -14.15% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,433 | 277 | 0.0% | 0.0% | 239 | -340 | -5.89% | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 5,391 | 275 | 0.06% | — | 240 | +5,391 | New | Q4 2025 | Feb 18, 2026 |
| Smithfield Trust Co | History | New | 5,350 | 274 | 0.01% | — | 241 | +5,350 | New | Q4 2025 | Feb 09, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 5,183 | 265 | 0.1% | 0.14% | 242 | -1,040 | -16.71% | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,172 | 264 | 0.02% | 0.02% | 243 | +44 | 0.86% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 4,884 | 249 | 0.04% | 0.03% | 245 | +529 | 12.15% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,877 | 249 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Owen LaRue, LLC | History | Added to | 4,855 | 248 | 0.09% | 0.1% | 246 | +41 | 0.85% | Q4 2025 | Feb 05, 2026 |
| Avestar Capital, LLC | History | New | 4,849 | 247 | 0.02% | — | 247 | +4,849 | New | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,720 | 241 | 0.01% | 0.08% | 248 | -28,560 | -85.82% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 4,730 | 241 | 0.15% | 0.15% | 249 | +23 | 0.49% | Q4 2025 | Jan 16, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,635 | 239 | 0.11% | 0.11% | 250 | +41 | 0.89% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,656 | 238 | 0.08% | 0.15% | 251 | -4,849 | -51.02% | Q4 2025 | Jan 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 4,586 | 234 | 0.15% | 0.21% | 252 | -1,447 | -23.98% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,551 | 232 | 0.01% | 0.0% | 253 | +3,185 | 233.16% | Q4 2025 | Jan 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 4,463 | 228 | 0.07% | 0.09% | 254 | -931 | -17.26% | Q4 2025 | Jan 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,441 | 227 | 0.1% | — | 255 | +4,441 | New | Q4 2025 | Mar 10, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,363 | 223 | 0.09% | 0.1% | 256 | +25 | 0.58% | Q4 2025 | Jan 16, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,285 | 219 | 0.0% | 0.0% | 258 | -772 | -15.27% | Q4 2025 | Jan 26, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 4,285 | 219 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 4,243 | 218 | 0.06% | 0.2% | 259 | -7,378 | -63.49% | Q4 2025 | Jan 27, 2026 |
| Millington Financial Advisors, LLC | History | New | 4,172 | 215 | 0.1% | — | 260 | +4,172 | New | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,162 | 212 | 0.0% | — | 261 | +4,162 | New | Q4 2025 | Mar 25, 2026 |
| Clarity Capital Advisors, LLC | History | New | 3,997 | 204 | 0.1% | — | 262 | +3,997 | New | Q4 2025 | Feb 11, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 3,952 | 202 | 0.06% | 0.06% | 263 | -246 | -5.86% | Q4 2025 | Feb 05, 2026 |
| Ellis Investment Partners, LLC | History | New | 3,948 | 201 | 0.04% | — | 264 | +3,948 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,352 | 171 | 0.05% | 0.04% | 265 | +600 | 21.8% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,341 | 170 | 0.0% | 0.0% | 266 | +289 | 9.47% | Q4 2025 | Jan 23, 2026 |
| Pandora Wealth, Inc. | History | No change | 3,300 | 168 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,883 | 147 | 0.05% | 0.01% | 268 | +2,053 | 247.35% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,473 | 126 | 0.01% | — | 270 | +2,473 | New | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,474 | 126 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 2,320 | 118 | 0.1% | 0.03% | 271 | -3,175 | -57.78% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,233 | 114 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Basepoint Wealth LLC | History | New | 2,060 | 105 | 0.06% | — | 273 | +2,060 | New | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 1,831 | 93 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,631 | 83 | 0.07% | 0.08% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,381 | 70 | 0.0% | 0.0% | 277 | -386 | -21.84% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,380 | 70 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,290 | 65 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,250 | 64 | 0.02% | 0.02% | 279 | +350 | 38.89% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,176 | 60 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,062 | 54 | 0.02% | — | 282 | +1,062 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,056 | 54 | 0.01% | 0.01% | 281 | +9 | 0.86% | Q4 2025 | Feb 02, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 539 | 27 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 474 | 24 | 0.01% | — | 284 | +474 | New | Q4 2025 | Feb 04, 2026 |
| CENTRAL TRUST Co | History | No change | 414 | 21 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | No change | 412 | 21 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 393 | 20 | 0.01% | 0.01% | 287 | -393 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 314 | 16 | 0.01% | — | 289 | +314 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 313 | 16 | 0.01% | — | 288 | +313 | New | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 300 | 15 | 0.0% | — | 290 | +300 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 202 | 10 | 0.0% | — | 291 | +202 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 210 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 185 | 9 | 0.0% | 0.0% | 293 | +2 | 1.09% | Q4 2025 | Feb 06, 2026 |
| PFS Partners, LLC | History | Added to | 183 | 9 | 0.0% | 0.0% | 295 | +1 | 0.55% | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | No change | 183 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 180 | 9 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 99 | 5 | 0.0% | — | 297 | +99 | New | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| REAP Financial Group, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -129,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -53,911 | -100.0% | Q3 2025 | Nov 07, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,773 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.21% | — | -18,499 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -18,143 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Intellus Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,597 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -12,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -9,462 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,272 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,378 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,292 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,536 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,356 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McNamara Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,051 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,003 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Elevated Capital Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 27, 2026 |
| Benson Wealth Management INC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |