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 | 3,340,219 | 169,215 | 0.01% | 0.01% | 1 | +394,679 | 13.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,428,741 | 123,040 | 0.02% | 0.02% | 2 | +30,043 | 1.25% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,328,660 | 117,969 | 0.03% | 0.03% | 3 | +20,135 | 0.87% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,046,794 | 103,690 | 0.01% | 0.01% | 4 | +221,955 | 12.16% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,904,095 | 96,461 | 0.01% | 0.02% | 5 | +67,127 | 3.65% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,224,317 | 62,023 | 0.02% | 0.02% | 6 | +33,604 | 2.82% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 842,907 | 42,701 | 1.17% | 1.22% | 7 | -11,480 | -1.34% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 786,032 | 39,820 | 0.06% | 0.06% | 8 | -12,316 | -1.54% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 744,427 | 37,712 | 0.37% | 0.29% | 9 | +165,804 | 28.65% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 468,362 | 23,727 | 0.06% | 0.05% | 10 | +47,710 | 11.34% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 430,414 | 22,377 | 0.03% | 0.03% | 11 | +19,188 | 4.67% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 428,809 | 21,723 | 0.08% | 0.08% | 12 | +22,968 | 5.66% | Q1 2026 | Jun 02, 2026 |
| Cetera Investment Advisers | History | Added to | 418,100 | 21,180 | 0.02% | 0.02% | 13 | +8,583 | 2.1% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 416,337 | 21,091 | 0.0% | 0.0% | 14 | -44,205 | -9.6% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 348,146 | 17,637 | 0.02% | 0.02% | 15 | -2,170 | -0.62% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Added to | 333,050 | 16,872 | 1.33% | 1.29% | 16 | +17,357 | 5.5% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 323,948 | 16,411 | 0.0% | 0.0% | 17 | +24,923 | 8.33% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 318,032 | 16,111 | 0.03% | 0.03% | 18 | +22,188 | 7.5% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 300,472 | 15,222 | 0.04% | 0.03% | 19 | +72,732 | 31.94% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 297,670 | 15,079 | 0.01% | 0.01% | 20 | +7,746 | 2.67% | Q1 2026 | May 12, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 269,428 | 13,649 | 10.76% | 10.47% | 21 | +21,459 | 8.65% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Reduced | 253,946 | 12,864 | 0.18% | 0.85% | 22 | -909,099 | -78.17% | Q1 2026 | Apr 08, 2026 |
| GM Advisory Group, LLC | History | Reduced | 240,580 | 12,187 | 0.47% | 0.49% | 23 | -4,319 | -1.76% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 234,268 | 11,868 | 0.13% | — | 24 | +234,268 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 223,552 | 11,325 | 0.01% | 0.01% | 25 | +12,622 | 5.98% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 223,781 | 11,296 | 0.01% | 0.01% | 26 | +44,823 | 25.05% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 220,140 | 11,152 | 2.33% | 3.4% | 27 | -76,247 | -25.73% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 185,709 | 9,407 | 0.0% | 0.0% | 28 | -459 | -0.25% | Q1 2026 | May 05, 2026 |
| MOTCO | History | Reduced | 185,023 | 9,373 | 0.87% | 0.86% | 29 | -154 | -0.08% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 178,118 | 9,023 | 0.01% | 0.0% | 30 | +111,710 | 168.22% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 159,105 | 8,060 | 0.02% | 0.01% | 31 | +11,503 | 7.79% | Q1 2026 | May 01, 2026 |
| ERn Financial, LLC | History | Reduced | 152,273 | 7,714 | 1.45% | 1.53% | 32 | -6,533 | -4.11% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 151,964 | 7,698 | 0.03% | 0.03% | 33 | +7,279 | 5.03% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 151,748 | 7,687 | 0.0% | 0.0% | 34 | -35,819 | -19.1% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 146,105 | 7,401 | 0.18% | 0.19% | 35 | +5,032 | 3.57% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 145,146 | 7,353 | 0.56% | 0.5% | 36 | +14,897 | 11.44% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 141,120 | 7,149 | 0.04% | 0.04% | 37 | -14,208 | -9.15% | Q1 2026 | Apr 30, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 138,020 | 6,992 | 1.76% | 1.59% | 38 | +16,267 | 13.36% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 135,459 | 6,862 | 0.07% | — | 39 | +135,459 | New | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 133,877 | 6,782 | 0.28% | — | 40 | +133,877 | New | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 127,437 | 6,456 | 0.33% | 0.3% | 41 | +18,515 | 17.0% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 126,749 | 6,421 | 0.22% | 0.25% | 42 | -7,063 | -5.28% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 123,047 | 6,233 | 0.02% | 0.02% | 43 | -9,015 | -6.83% | Q1 2026 | May 14, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 114,133 | 5,781 | 2.12% | 1.43% | 44 | +39,581 | 53.09% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 108,710 | 5,507 | 0.03% | 0.01% | 45 | +68,958 | 173.47% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 108,429 | 5,492 | 0.03% | 0.02% | 46 | +6,049 | 5.91% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 103,233 | 5,229 | 0.03% | 0.03% | 47 | -509 | -0.49% | Q1 2026 | May 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 100,042 | 5,068 | 0.86% | 0.9% | 48 | -304 | -0.3% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 97,524 | 4,940 | 0.19% | 0.28% | 49 | +48,145 | 97.5% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 96,884 | 4,908 | 0.06% | 0.07% | 50 | -2,544 | -2.56% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 96,740 | 4,900 | 0.1% | 0.09% | 51 | +10,375 | 12.01% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 93,637 | 4,787 | 0.03% | 0.03% | 52 | +9,078 | 10.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 94,356 | 4,772 | 0.0% | 0.0% | 53 | +8,020 | 9.29% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 92,759 | 4,699 | 0.01% | 0.01% | 54 | -13,521 | -12.72% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 91,786 | 4,649 | 0.0% | 0.0% | 55 | -108,216 | -54.11% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 89,577 | 4,580 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | Added to | 88,794 | 4,498 | 0.02% | 0.02% | 57 | +4,550 | 5.4% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 87,194 | 4,417 | 1.38% | 1.36% | 58 | +3,109 | 3.7% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 86,924 | 4,403 | 0.01% | 0.0% | 59 | +84,450 | 3413.5% | Q1 2026 | May 01, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 86,698 | 4,392 | 1.4% | 1.34% | 60 | +3,424 | 4.11% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | Added to | 84,887 | 4,300 | 0.08% | 0.07% | 61 | +5,620 | 7.09% | Q1 2026 | Apr 10, 2026 |
| Magnus Financial Group LLC | History | Reduced | 84,022 | 4,256 | 0.35% | 0.33% | 62 | -284 | -0.34% | Q1 2026 | Apr 10, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 83,712 | 4,240 | 0.83% | 0.72% | 63 | +9,706 | 13.12% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 83,500 | 4,230 | 0.54% | 0.56% | 64 | -6,700 | -7.43% | Q1 2026 | Apr 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 82,571 | 4,183 | 0.16% | 0.14% | 65 | +17,895 | 27.67% | Q1 2026 | Apr 29, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 76,795 | 3,890 | 1.07% | 1.12% | 66 | +1,689 | 2.25% | Q1 2026 | Apr 23, 2026 |
| EdgeRock Capital LLC | History | Added to | 76,362 | 3,868 | 1.05% | 0.99% | 67 | +3,761 | 5.18% | Q1 2026 | Apr 16, 2026 |
| Uniting Wealth Partners, LLC | History | New | 74,667 | 3,782 | 0.81% | — | 68 | +74,667 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 74,092 | 3,753 | 0.11% | 0.1% | 69 | +7,709 | 11.61% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 72,959 | 3,698 | 0.57% | 0.56% | 70 | +4,700 | 6.89% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 67,837 | 3,436 | 0.38% | 0.37% | 71 | +4,100 | 6.43% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 67,481 | 3,418 | 0.0% | 0.0% | 72 | -1,220 | -1.78% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,293 | 3,372 | 0.01% | 0.0% | 73 | +47,131 | 245.96% | Q1 2026 | Apr 08, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 66,475 | 3,367 | 0.9% | 1.12% | 74 | +9,370 | 16.41% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 66,394 | 3,363 | 0.07% | 0.07% | 75 | +5,497 | 9.03% | Q1 2026 | May 01, 2026 |
| Seascape Capital Management | History | No change | 64,250 | 3,255 | 0.94% | 0.93% | 76 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 63,546 | 3,245 | 0.45% | 0.48% | 77 | -1,380 | -2.13% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 63,519 | 3,217 | 0.02% | 0.02% | 78 | +16,467 | 35.0% | Q1 2026 | May 15, 2026 |
| Hedeker Wealth, LLC | History | Added to | 62,644 | 3,173 | 0.67% | 0.24% | 79 | +40,531 | 183.29% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 61,320 | 3,106 | 0.0% | 0.0% | 80 | +19,355 | 46.12% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 58,435 | 2,964 | 0.82% | 0.84% | 81 | +1,998 | 3.54% | Q1 2026 | Apr 08, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 56,520 | 2,863 | 1.57% | 1.6% | 82 | +570 | 1.02% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,034 | 2,838 | 0.05% | 0.05% | 83 | +2,028 | 3.76% | Q1 2026 | Apr 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 54,627 | 2,767 | 0.22% | 0.24% | 84 | -623 | -1.13% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 51,938 | 2,631 | 0.33% | 0.35% | 85 | -4,520 | -8.01% | Q1 2026 | Apr 08, 2026 |
| ABLE Financial Group, LLC | History | Added to | 51,312 | 2,599 | 0.51% | 0.52% | 86 | +1,165 | 2.32% | Q1 2026 | Apr 20, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 51,038 | 2,585 | 0.38% | 0.42% | 87 | -2,906 | -5.39% | Q1 2026 | Apr 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 48,650 | 2,487 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 49,033 | 2,484 | 0.0% | 0.0% | 89 | +9,055 | 22.65% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,237 | 2,342 | 0.04% | 0.03% | 90 | +17,502 | 60.91% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 44,925 | 2,275 | 0.25% | 0.28% | 91 | -6,418 | -12.5% | Q1 2026 | Apr 28, 2026 |
| ARWA LLC | History | Added to | 43,532 | 2,227 | 1.1% | 0.39% | 93 | +30,487 | 233.71% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 43,971 | 2,227 | 0.08% | 0.09% | 92 | +3,925 | 9.8% | Q1 2026 | May 19, 2026 |
| Logan Stone Capital, LLC | History | New | 43,106 | 2,183 | 0.61% | — | 94 | +43,106 | New | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 42,663 | 2,161 | 0.16% | 0.14% | 95 | +5,953 | 16.22% | Q1 2026 | Apr 16, 2026 |
| HFG Wealth Management, LLC | History | Added to | 41,072 | 2,080 | 1.14% | 1.0% | 96 | +5,742 | 16.25% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 40,150 | 2,034 | 0.0% | 0.0% | 97 | -1,458 | -3.5% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 38,041 | 1,927 | 0.03% | 0.03% | 98 | +1,219 | 3.31% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,926 | 1,921 | 0.01% | 0.01% | 99 | +2,771 | 7.88% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,852 | 1,917 | 0.02% | 0.02% | 100 | +7,302 | 23.9% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,852 | 1,917 | 0.04% | 0.08% | 101 | +7,302 | 23.9% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,125 | 1,880 | 0.01% | 0.01% | 102 | +6,377 | 20.74% | Q1 2026 | Apr 15, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 36,730 | 1,864 | 0.7% | 0.75% | 103 | -918 | -2.44% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Reduced | 35,858 | 1,816 | 0.12% | 0.14% | 104 | -2,126 | -5.6% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,961 | 1,771 | 0.04% | 0.05% | 105 | -1,572 | -4.3% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 34,953 | 1,770 | 0.01% | 0.01% | 106 | -819 | -2.29% | Q1 2026 | Apr 29, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 33,367 | 1,690 | 0.4% | 0.34% | 107 | +4,484 | 15.52% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 32,814 | 1,662 | 0.02% | 0.02% | 108 | +10,230 | 45.3% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 32,269 | 1,634 | 0.05% | 0.05% | 109 | -1,062 | -3.19% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 31,797 | 1,610 | 0.03% | 0.02% | 110 | +6,174 | 24.1% | Q1 2026 | Apr 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 31,696 | 1,605 | 1.49% | 1.33% | 111 | +2,131 | 7.21% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Reduced | 31,681 | 1,604 | 0.04% | 0.05% | 112 | -495 | -1.54% | Q1 2026 | May 04, 2026 |
| Friday Financial | History | No change | 31,429 | 1,592 | 0.55% | 0.57% | 113 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 30,702 | 1,555 | 0.11% | 0.1% | 114 | -434 | -1.39% | Q1 2026 | May 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 30,667 | 1,553 | 0.07% | 0.08% | 115 | -2,531 | -7.62% | Q1 2026 | May 12, 2026 |
| Family Capital Management, Inc. | History | Reduced | 30,052 | 1,522 | 0.68% | 0.7% | 116 | -721 | -2.34% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,485 | 1,493 | 0.02% | 0.02% | 117 | -17 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 29,435 | 1,491 | 0.24% | 0.17% | 118 | +4,984 | 20.38% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,176 | 1,427 | 0.02% | 0.02% | 119 | -8 | -0.03% | Q1 2026 | May 15, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 27,815 | 1,409 | 1.25% | 0.91% | 120 | +7,919 | 39.8% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 27,033 | 1,382 | 1.19% | 1.19% | 121 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 27,212 | 1,378 | 0.04% | 0.04% | 122 | +1,637 | 6.4% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 26,445 | 1,339 | 0.1% | 0.1% | 123 | -675 | -2.49% | Q1 2026 | May 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 26,147 | 1,324 | 0.57% | 0.54% | 124 | +1,906 | 7.86% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 26,129 | 1,323 | 0.15% | 0.15% | 125 | +1,345 | 5.43% | Q1 2026 | Apr 10, 2026 |
| Forum Finance Group S.A. | History | New | 32,049 | 1,302 | 0.71% | — | 126 | +32,049 | New | Q1 2026 | May 07, 2026 |
| GSG Advisors LLC | History | Added to | 25,654 | 1,299 | 0.34% | 0.34% | 127 | +172 | 0.67% | Q1 2026 | May 13, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 25,631 | 1,298 | 0.8% | 0.93% | 128 | -5,046 | -16.45% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 25,386 | 1,286 | 0.02% | 0.02% | 129 | -2,729 | -9.71% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,247 | 1,279 | 0.01% | 0.02% | 130 | -2,011 | -7.38% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 24,369 | 1,234 | 0.03% | 0.03% | 131 | +1,246 | 5.39% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,034 | 1,217 | 0.02% | 0.02% | 132 | +3,313 | 15.99% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Added to | 23,906 | 1,211 | 0.03% | 0.02% | 134 | +6,455 | 36.99% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,905 | 1,211 | 0.04% | 0.04% | 133 | +94 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,592 | 1,144 | 0.09% | 0.09% | 135 | +138 | 0.61% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,355 | 1,132 | 0.01% | 0.01% | 136 | +187 | 0.84% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 22,262 | 1,127 | 0.01% | 0.01% | 137 | -2,618 | -10.52% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 21,942 | 1,111 | 0.01% | 0.01% | 138 | -270 | -1.22% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 21,873 | 1,108 | 0.11% | 0.11% | 139 | -814 | -3.59% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 21,869 | 1,107 | 0.01% | 0.02% | 140 | -4,062 | -15.66% | Q1 2026 | May 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,425 | 1,085 | 0.17% | 0.2% | 141 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 21,327 | 1,080 | 0.21% | 0.21% | 142 | -59 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 20,756 | 1,051 | 0.12% | 0.13% | 143 | -1,249 | -5.68% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 20,703 | 1,048 | 0.01% | 0.01% | 144 | +5,243 | 33.91% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 20,463 | 1,036 | 0.2% | 0.17% | 145 | +3,324 | 19.39% | Q1 2026 | Apr 07, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 18,957 | 970 | 0.16% | 0.17% | 147 | +632 | 3.45% | Q1 2026 | May 08, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 19,156 | 970 | 0.85% | 0.67% | 146 | +69 | 0.36% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 18,742 | 949 | 0.07% | 0.11% | 148 | +2,717 | 16.95% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | New | 18,639 | 944 | 0.19% | — | 149 | +18,639 | New | Q1 2026 | Apr 23, 2026 |
| Crumly & Associates Inc. | History | No change | 18,385 | 931 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| LVZ, Inc. | History | Added to | 18,063 | 915 | 0.1% | 0.1% | 151 | +75 | 0.42% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,998 | 911 | 0.01% | 0.0% | 152 | +6,131 | 51.66% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 17,904 | 907 | 0.25% | 0.24% | 153 | +496 | 2.85% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,713 | 905 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Forum Private Client Group LLC | History | Added to | 17,212 | 871 | 0.29% | 0.22% | 155 | +4,825 | 38.95% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,085 | 865 | 0.02% | 0.02% | 156 | +885 | 5.46% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 16,800 | 851 | 0.01% | 0.0% | 157 | +8,673 | 106.72% | Q1 2026 | Apr 16, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,280 | 824 | 0.19% | 0.15% | 158 | +2,997 | 22.56% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,238 | 822 | 0.16% | 0.17% | 159 | -230 | -1.4% | Q1 2026 | Apr 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 16,036 | 812 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,564 | 788 | 0.04% | 0.05% | 161 | +7,782 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 15,185 | 769 | 0.2% | 0.22% | 162 | -147 | -0.96% | Q1 2026 | Apr 16, 2026 |
| Cypress Capital Group | History | Reduced | 14,850 | 752 | 0.08% | 0.14% | 163 | -9,000 | -37.74% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | No change | 14,803 | 749 | 0.26% | 0.26% | 164 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,727 | 746 | 0.02% | 0.02% | 165 | -1,039 | -6.59% | Q1 2026 | May 12, 2026 |
| Occidental Asset Management, LLC | History | Added to | 14,563 | 737 | 0.09% | 0.09% | 166 | +20 | 0.14% | Q1 2026 | Apr 15, 2026 |
| TL Private Wealth | History | Added to | 13,956 | 713 | 0.28% | 0.27% | 167 | +113 | 0.82% | Q1 2026 | Apr 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 14,057 | 712 | 0.17% | 0.12% | 168 | +4,001 | 39.79% | Q1 2026 | Apr 17, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 13,968 | 707 | 0.35% | 0.36% | 169 | +81 | 0.58% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,846 | 701 | 0.02% | 0.02% | 170 | +834 | 6.41% | Q1 2026 | May 04, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 13,538 | 685 | 0.48% | 0.48% | 171 | +81 | 0.6% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | Added to | 13,515 | 684 | 0.11% | 0.11% | 172 | +122 | 0.91% | Q1 2026 | May 27, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 13,161 | 666 | 0.47% | 0.48% | 173 | +33 | 0.25% | Q1 2026 | Apr 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 13,076 | 662 | 0.0% | 0.0% | 174 | -864 | -6.2% | Q1 2026 | May 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,030 | 660 | 0.38% | 0.44% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | Added to | 12,996 | 658 | 0.04% | 0.02% | 176 | +8,147 | 168.01% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 12,822 | 649 | 0.37% | 0.39% | 177 | -381 | -2.89% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,699 | 643 | 0.04% | 0.04% | 178 | -737 | -5.49% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,695 | 643 | 0.02% | 0.02% | 179 | +8 | 0.06% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,549 | 635 | 0.01% | 0.02% | 181 | -684 | -5.17% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 12,538 | 635 | 0.06% | 0.05% | 180 | +493 | 4.09% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Added to | 12,522 | 634 | 0.11% | 0.11% | 182 | +1,004 | 8.72% | Q1 2026 | Apr 24, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 12,360 | 626 | 1.07% | 0.64% | 183 | -1,875 | -13.17% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 12,352 | 625 | 0.18% | 0.05% | 184 | +9,000 | 268.5% | Q1 2026 | Apr 22, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 12,200 | 618 | 0.29% | — | 185 | +12,200 | New | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 12,078 | 611 | 0.05% | 0.07% | 186 | -3,098 | -20.41% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Added to | 11,594 | 587 | 0.12% | 0.08% | 187 | +3,930 | 51.28% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 11,124 | 565 | 0.01% | 0.02% | 188 | -6,678 | -37.51% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,960 | 555 | 0.02% | 0.02% | 189 | -2,094 | -16.04% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Group | History | Reduced | 10,741 | 544 | 0.21% | 0.25% | 190 | -1,484 | -12.14% | Q1 2026 | Apr 01, 2026 |
| MAI Capital Management | History | Reduced | 10,537 | 533 | 0.0% | 0.0% | 191 | -50 | -0.47% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,518 | 532 | 0.02% | 0.02% | 192 | +589 | 5.93% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 9,999 | 512 | 0.04% | 0.04% | 193 | -75 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Legacy Private Trust Co. | History | No change | 10,048 | 509 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 10,000 | 506 | 0.12% | 0.16% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 9,646 | 493 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 9,494 | 480 | 0.0% | — | 197 | +9,494 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 9,439 | 478 | 0.0% | 0.0% | 198 | +1,196 | 14.51% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,340 | 477 | 0.04% | 0.04% | 199 | +780 | 9.11% | Q1 2026 | May 01, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,065 | 461 | 0.24% | 0.29% | 200 | -863 | -8.69% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 9,042 | 458 | 0.01% | 0.03% | 201 | -19,965 | -68.83% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 8,900 | 453 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Maia Wealth LLC | History | Added to | 8,904 | 451 | 0.08% | 0.07% | 205 | +970 | 12.23% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 8,915 | 451 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Enhancement Group LLC | History | No change | 8,798 | 451 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,911 | 450 | 0.02% | 0.02% | 206 | +1,994 | 28.83% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 8,705 | 440 | 0.05% | 0.06% | 207 | -170 | -1.92% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,677 | 439 | 0.02% | 0.02% | 208 | -320 | -3.56% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 8,410 | 426 | 0.01% | 0.01% | 209 | +302 | 3.72% | Q1 2026 | Apr 27, 2026 |
| HCR Wealth Advisors | History | No change | 8,344 | 422 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Resource Group | History | Added to | 8,307 | 420 | 0.07% | 0.07% | 211 | +76 | 0.92% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,219 | 416 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,186 | 414 | 0.05% | 0.06% | 213 | +311 | 3.95% | Q1 2026 | May 11, 2026 |
| Cadia Private Client LLC | History | Added to | 8,041 | 407 | 0.33% | 0.32% | 214 | +32 | 0.4% | Q1 2026 | May 20, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 7,890 | 399 | 0.11% | 0.11% | 215 | +227 | 2.96% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,675 | 388 | 0.01% | 0.01% | 216 | -2,227 | -22.49% | Q1 2026 | Apr 07, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 7,602 | 385 | 0.37% | 0.35% | 217 | +68 | 0.9% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 7,515 | 384 | 0.22% | — | 218 | +7,515 | New | Q1 2026 | May 19, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,379 | 373 | 0.13% | 0.14% | 219 | -203 | -2.68% | Q1 2026 | May 13, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 7,332 | 371 | 0.27% | 0.46% | 220 | -5,074 | -40.9% | Q1 2026 | Apr 30, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 6,897 | 349 | 0.19% | 0.19% | 221 | +46 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 6,867 | 347 | 0.08% | — | 222 | +6,867 | New | Q1 2026 | Apr 17, 2026 |
| Auour Investments LLC | History | Reduced | 6,772 | 343 | 0.11% | 0.12% | 223 | -485 | -6.68% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,451 | 326 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,324 | 323 | 0.01% | 0.01% | 225 | +390 | 6.57% | Q1 2026 | May 14, 2026 |
| Coyle Financial Counsel LLC | History | No change | 6,204 | 314 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,193 | 314 | 0.02% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bowman & Co S.C. | History | No change | 6,068 | 310 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,107 | 309 | 0.08% | 0.11% | 229 | -2,114 | -25.71% | Q1 2026 | Apr 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,064 | 307 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,011 | 304 | 0.1% | 0.1% | 231 | -90 | -1.48% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5,926 | 300 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Proactive Wealth Strategies LLC | History | New | 5,791 | 293 | 0.06% | — | 233 | +5,791 | New | Q1 2026 | Apr 29, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 5,761 | 291 | 0.08% | 0.18% | 234 | -5,636 | -49.45% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Reduced | 5,733 | 290 | 0.01% | 0.02% | 235 | -2,778 | -32.64% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,711 | 289 | 0.03% | 0.03% | 236 | -200 | -3.38% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,479 | 277 | 0.02% | 0.02% | 237 | -92 | -1.65% | Q1 2026 | May 14, 2026 |
| Wealth Advisors Northwest LLC | History | New | 5,428 | 274 | 0.11% | — | 239 | +5,428 | New | Q1 2026 | Apr 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 5,414 | 274 | 0.06% | 0.06% | 238 | +23 | 0.43% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 5,350 | 271 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,281 | 267 | 0.01% | 0.01% | 241 | +730 | 16.04% | Q1 2026 | Apr 07, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,219 | 266 | 0.02% | 0.02% | 242 | +47 | 0.91% | Q1 2026 | May 12, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 4,922 | 249 | 0.08% | 0.1% | 243 | -261 | -5.04% | Q1 2026 | Apr 23, 2026 |
| Owen LaRue, LLC | History | Added to | 4,899 | 248 | 0.1% | 0.09% | 245 | +44 | 0.91% | Q1 2026 | Apr 30, 2026 |
| CFO4Life Group, LLC | History | Added to | 4,896 | 248 | 0.04% | 0.04% | 244 | +12 | 0.25% | Q1 2026 | May 11, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,826 | 244 | 0.22% | — | 246 | +4,826 | New | Q1 2026 | May 07, 2026 |
| Catalina Capital Group, LLC | History | Added to | 4,755 | 240 | 0.14% | 0.15% | 247 | +25 | 0.53% | Q1 2026 | Apr 23, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,657 | 238 | 0.1% | 0.11% | 248 | +22 | 0.47% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | New | 4,683 | 237 | 0.0% | — | 249 | +4,683 | New | Q1 2026 | May 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 4,653 | 235 | 0.14% | 0.15% | 250 | +67 | 1.46% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,537 | 229 | 0.02% | 0.03% | 251 | -1,693 | -27.17% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,443 | 225 | 0.0% | 0.0% | 252 | +158 | 3.69% | Q1 2026 | May 01, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 4,441 | 224 | 0.09% | 0.1% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,389 | 222 | 0.09% | 0.09% | 254 | +26 | 0.6% | Q1 2026 | Apr 22, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 4,304 | 218 | 0.07% | 0.07% | 255 | -159 | -3.56% | Q1 2026 | Apr 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 4,285 | 217 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,237 | 214 | 0.08% | 0.08% | 257 | -419 | -9.0% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,243 | 214 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,222 | 213 | 0.01% | 0.01% | 259 | -498 | -10.55% | Q1 2026 | May 13, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,172 | 213 | 0.09% | 0.1% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,117 | 208 | 0.01% | 0.02% | 261 | -4,525 | -52.36% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 4,064 | 205 | 0.07% | 0.05% | 262 | +1,181 | 40.96% | Q1 2026 | Apr 09, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 3,997 | 202 | 0.09% | 0.1% | 263 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 3,984 | 201 | 0.03% | 0.04% | 264 | +36 | 0.91% | Q1 2026 | May 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 3,300 | 168 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,531 | 128 | 0.08% | 0.04% | 266 | +1,241 | 96.2% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,473 | 125 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,320 | 118 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,233 | 113 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Basepoint Wealth LLC | History | Added to | 2,079 | 105 | 0.06% | 0.06% | 270 | +19 | 0.92% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,958 | 99 | 0.03% | 0.03% | 271 | +17 | 0.88% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | New | 1,875 | 94 | 0.0% | — | 272 | +1,875 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,831 | 92 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,374 | 69 | 0.03% | 0.01% | 275 | +1,061 | 338.98% | Q1 2026 | May 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,380 | 69 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,250 | 63 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,236 | 62 | 0.0% | 0.0% | 277 | -2,105 | -63.01% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,176 | 59 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,106 | 56 | 0.0% | 0.0% | 279 | -10,548 | -90.51% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,070 | 54 | 0.01% | 0.01% | 280 | +14 | 1.33% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,062 | 54 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ascentis Independent Advisors | History | New | 1,041 | 52 | 0.0% | — | 282 | +1,041 | New | Q1 2026 | Apr 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 927 | 46 | 0.02% | — | 284 | +927 | New | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 909 | 46 | 0.03% | 0.07% | 283 | -722 | -44.27% | Q1 2026 | Apr 27, 2026 |
| GoalVest Advisory LLC | History | New | 807 | 40 | 0.01% | — | 285 | +807 | New | Q1 2026 | Apr 13, 2026 |
| Frazier Financial Advisors, LLC | History | New | 609 | 30 | 0.02% | — | 286 | +609 | New | Q1 2026 | May 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 539 | 27 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | No change | 414 | 20 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 393 | 19 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 276 | 14 | 0.0% | 0.08% | 291 | -19,232 | -98.59% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 212 | 10 | 0.0% | 0.01% | 294 | -200 | -48.54% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 202 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 210 | 10 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 187 | 9 | 0.0% | 0.0% | 295 | +2 | 1.08% | Q1 2026 | May 05, 2026 |
| PFS Partners, LLC | History | Added to | 185 | 9 | 0.0% | 0.0% | 297 | +2 | 1.09% | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | No change | 183 | 9 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 180 | 9 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 118 | 5 | 0.0% | — | 299 | +118 | New | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 10.5% | — | -248,749 | -100.0% | Q1 2026 | May 20, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -39,469 | -100.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -29,034 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,944 | -100.0% | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -17,027 | -100.0% | Q1 2026 | May 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -14,878 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,498 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,027 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,212 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,201 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,554 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,618 | -100.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,433 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,877 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,162 | -100.0% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,952 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,381 | -100.0% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.01% | — | -474 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -314 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 18 | 0 | — | 0.0% | — | -10 | -35.71% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Benson Wealth Management INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |