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 | No change | 3,496,125 | 179,586 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,423,152 | 124,470 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,127,424 | 109,279 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,078,113 | 106,746 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,891,649 | 97,168 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,256,709 | 64,553 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 911,907 | 46,843 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 973,988 | 46,615 | 1.18% | 1.07% | 8 | +136,736 | 16.33% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 782,447 | 40,192 | 0.34% | 0.34% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 519,985 | 26,710 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 497,684 | 25,564 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 443,110 | 22,761 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 396,678 | 20,376 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 408,614 | 19,556 | 0.02% | 0.03% | 14 | -20,234 | -4.72% | Q3 2026 | Oct 30, 2026 |
| RMR Wealth Builders | History | Added to | 377,337 | 18,059 | 1.05% | 1.12% | 15 | +25,596 | 7.28% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 345,208 | 17,732 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 369,225 | 17,671 | 0.02% | 0.02% | 17 | +19,623 | 5.61% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 323,763 | 16,630 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 326,032 | 15,604 | 0.03% | 0.04% | 19 | -5,399 | -1.63% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 298,518 | 15,334 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 273,980 | 14,064 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 251,295 | 12,908 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 245,248 | 12,597 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 259,546 | 12,421 | 4.59% | 6.11% | 24 | -22,432 | -7.96% | Q3 2026 | Oct 15, 2026 |
| Frisch Financial Group, Inc. | History | No change | 228,347 | 11,729 | 2.01% | 2.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 209,609 | 10,767 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | New | 212,746 | 10,182 | 0.73% | — | 27 | +212,746 | New | Q3 2026 | Oct 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 198,683 | 9,508 | 0.08% | 0.1% | 28 | +28,790 | 16.95% | Q3 2026 | Oct 28, 2026 |
| MOTCO | History | No change | 185,023 | 9,504 | 0.81% | 0.81% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 179,008 | 9,195 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 182,748 | 8,794 | 0.01% | 0.02% | 31 | -4,108 | -2.2% | Q3 2026 | Nov 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 182,472 | 8,733 | 0.0% | 0.0% | 32 | -1,809 | -0.98% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,128 | 8,525 | 0.02% | 0.03% | 33 | +14,115 | 8.61% | Q3 2026 | Nov 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 177,140 | 8,477 | 0.56% | 0.53% | 34 | +18,371 | 11.57% | Q3 2026 | Oct 08, 2026 |
| FOSTER & MOTLEY INC | History | No change | 152,469 | 7,832 | 0.36% | 0.36% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mattern Wealth Management LLC | History | New | 159,469 | 7,632 | 1.24% | — | 36 | +159,469 | New | Q3 2026 | Nov 04, 2026 |
| ERn Financial, LLC | History | Added to | 159,274 | 7,622 | 1.24% | 1.3% | 37 | +6,505 | 4.26% | Q3 2026 | Oct 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 147,834 | 7,593 | 1.61% | 1.61% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 134,362 | 6,901 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 134,195 | 6,893 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighPoint Advisor Group LLC | History | No change | 130,420 | 6,699 | 0.24% | 0.24% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 127,378 | 6,547 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 115,918 | 5,954 | 1.95% | 1.95% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 113,429 | 5,826 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 111,229 | 5,713 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Logan Stone Capital, LLC | History | No change | 109,061 | 5,602 | 1.18% | 1.18% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 108,351 | 5,565 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 105,378 | 5,412 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 104,206 | 5,352 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 111,528 | 5,337 | 0.16% | 0.2% | 50 | -15,646 | -12.3% | Q3 2026 | Oct 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 110,305 | 5,279 | 0.09% | 0.08% | 51 | +10,128 | 10.11% | Q3 2026 | Oct 28, 2026 |
| CITIGROUP INC | History | Reduced | 107,833 | 5,160 | 0.0% | 0.0% | 52 | -39,997 | -27.06% | Q3 2026 | Nov 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 96,313 | 4,947 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | No change | 95,493 | 4,905 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advance Capital Management, Inc. | History | No change | 91,522 | 4,701 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 87,089 | 4,473 | 1.26% | 1.26% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 83,002 | 4,263 | 0.77% | 0.77% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 87,900 | 4,206 | 0.07% | 0.08% | 58 | -233 | -0.26% | Q3 2026 | Oct 30, 2026 |
| Magnus Financial Group LLC | History | Added to | 87,328 | 4,179 | 0.28% | 0.31% | 59 | +1,405 | 1.64% | Q3 2026 | Oct 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 86,115 | 4,121 | 1.2% | 1.3% | 60 | +534 | 0.62% | Q3 2026 | Oct 27, 2026 |
| EdgeRock Capital LLC | History | Added to | 84,623 | 4,050 | 0.88% | 0.8% | 61 | +15,652 | 22.69% | Q3 2026 | Nov 03, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 77,578 | 3,984 | 0.81% | 0.81% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 81,830 | 3,916 | 0.58% | 0.76% | 63 | -15,719 | -16.11% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 80,216 | 3,839 | 0.01% | 0.01% | 64 | -489 | -0.61% | Q3 2026 | Nov 05, 2026 |
| ABLE Financial Group, LLC | History | Added to | 78,541 | 3,758 | 0.59% | 0.56% | 65 | +13,712 | 21.15% | Q3 2026 | Oct 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 74,000 | 3,544 | 0.45% | 0.48% | 66 | +3,050 | 4.3% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 68,562 | 3,521 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 68,048 | 3,495 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 67,769 | 3,481 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seascape Capital Management | History | No change | 64,250 | 3,300 | 0.79% | 0.79% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 63,752 | 3,274 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 60,230 | 3,093 | 0.29% | 0.29% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | Added to | 63,264 | 3,057 | 1.12% | 1.18% | 73 | +7,614 | 13.68% | Q3 2026 | Oct 21, 2026 |
| Elequin Capital, LP | History | No change | 58,398 | 2,999 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 56,560 | 2,905 | 1.52% | 1.52% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 55,553 | 2,853 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 59,460 | 2,845 | 0.67% | 0.74% | 77 | +460 | 0.78% | Q3 2026 | Nov 05, 2026 |
| Hedeker Wealth, LLC | History | Added to | 57,266 | 2,740 | 0.5% | 0.56% | 78 | +481 | 0.85% | Q3 2026 | Oct 23, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 56,440 | 2,701 | 0.57% | 0.66% | 79 | -6,023 | -9.64% | Q3 2026 | Oct 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 53,836 | 2,576 | 0.01% | 0.02% | 80 | -1,102 | -2.01% | Q3 2026 | Oct 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 48,915 | 2,512 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 51,438 | 2,461 | 0.28% | 0.3% | 82 | -100 | -0.19% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 46,527 | 2,389 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 49,026 | 2,346 | 0.31% | 0.42% | 84 | -14,278 | -22.55% | Q3 2026 | Oct 26, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 48,986 | 2,344 | 0.29% | 0.34% | 85 | -2,232 | -4.36% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 44,983 | 2,310 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,542 | 2,287 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 44,033 | 2,261 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 46,743 | 2,237 | 0.04% | 0.04% | 89 | +4,264 | 10.04% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 42,917 | 2,204 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 42,479 | 2,182 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 41,658 | 2,139 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 44,627 | 2,135 | 0.12% | 0.13% | 93 | +1,644 | 3.82% | Q3 2026 | Oct 14, 2026 |
| Keystone Financial Group | History | No change | 40,306 | 2,070 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 43,057 | 2,060 | 0.5% | 0.88% | 95 | -28,815 | -40.09% | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 42,940 | 2,055 | 0.19% | 0.2% | 96 | -451 | -1.04% | Q3 2026 | Nov 02, 2026 |
| Midwest Financial Group LLC | History | Added to | 42,745 | 2,045 | 0.69% | 0.76% | 97 | +439 | 1.04% | Q3 2026 | Oct 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 42,063 | 2,033 | 0.68% | 0.64% | 98 | +5,153 | 13.96% | Q3 2026 | Oct 16, 2026 |
| GatePass Capital, LLC | History | No change | 38,438 | 1,974 | 0.75% | 0.75% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,157 | 1,921 | 0.0% | 0.0% | 100 | -17,112 | -29.88% | Q3 2026 | Oct 13, 2026 |
| Western Wealth Management, LLC | History | No change | 36,430 | 1,871 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,797 | 1,808 | 0.03% | 0.03% | 102 | -3,987 | -9.54% | Q3 2026 | Nov 03, 2026 |
| Friday Financial | History | Added to | 37,373 | 1,799 | 0.36% | 0.49% | 103 | +1,519 | 4.24% | Q3 2026 | Oct 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,600 | 1,777 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 36,464 | 1,746 | 0.04% | 0.04% | 105 | +6,353 | 21.1% | Q3 2026 | Oct 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 36,258 | 1,735 | 0.03% | 0.04% | 106 | +1,238 | 3.54% | Q3 2026 | Nov 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33,688 | 1,730 | 0.23% | 0.23% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 34,192 | 1,636 | 0.05% | 0.05% | 108 | +2,171 | 6.78% | Q3 2026 | Oct 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 33,935 | 1,624 | 0.62% | 0.64% | 109 | +1,931 | 6.03% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 33,289 | 1,593 | 0.02% | 0.02% | 110 | +244 | 0.74% | Q3 2026 | Oct 26, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 33,003 | 1,579 | 1.21% | 1.35% | 111 | +624 | 1.93% | Q3 2026 | Oct 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 30,230 | 1,552 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 29,401 | 1,510 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 29,363 | 1,508 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 31,488 | 1,507 | 0.13% | 0.18% | 115 | +11,138 | 54.73% | Q3 2026 | Oct 23, 2026 |
| Hobart Private Capital, LLC | History | Added to | 31,250 | 1,495 | 0.25% | 0.23% | 116 | +5,349 | 20.65% | Q3 2026 | Oct 19, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 31,047 | 1,485 | 0.32% | 0.35% | 117 | -318 | -1.01% | Q3 2026 | Oct 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 28,816 | 1,480 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 28,905 | 1,383 | 0.14% | 0.14% | 119 | +963 | 3.45% | Q3 2026 | Oct 09, 2026 |
| &PARTNERS | History | No change | 26,093 | 1,340 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 25,912 | 1,331 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 25,907 | 1,330 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Finance Group S.A. | History | No change | 32,049 | 1,330 | 0.48% | 0.48% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 27,280 | 1,305 | 1.24% | 1.22% | 124 | -2,258 | -7.64% | Q3 2026 | Oct 22, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 25,131 | 1,290 | 0.49% | 0.49% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,767 | 1,272 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 24,466 | 1,256 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 26,006 | 1,244 | 0.0% | 0.0% | 128 | -5,736 | -18.07% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 25,923 | 1,240 | 0.08% | 0.08% | 129 | -445 | -1.69% | Q3 2026 | Oct 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,166 | 1,204 | 0.04% | 0.04% | 130 | +1,164 | 4.85% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,105 | 1,186 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 24,419 | 1,168 | 0.09% | 0.09% | 132 | -2,466 | -9.17% | Q3 2026 | Oct 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,893 | 1,131 | 0.01% | 0.04% | 133 | -34,475 | -60.09% | Q3 2026 | Nov 04, 2026 |
| Traction Financial Partners, LLC | History | No change | 21,663 | 1,112 | 0.59% | 0.59% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 23,104 | 1,105 | 0.2% | 0.22% | 135 | +331 | 1.45% | Q3 2026 | Nov 03, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,425 | 1,100 | 0.16% | 0.16% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Strategies Group, Inc. | History | No change | 21,567 | 1,093 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Occidental Asset Management, LLC | History | Added to | 22,420 | 1,073 | 0.09% | 0.11% | 138 | +1,210 | 5.7% | Q3 2026 | Nov 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 22,093 | 1,057 | 0.06% | 0.08% | 139 | -7,869 | -26.26% | Q3 2026 | Nov 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,253 | 1,040 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 21,379 | 1,023 | 0.08% | 0.09% | 141 | -150 | -0.7% | Q3 2026 | Oct 13, 2026 |
| Avestar Capital, LLC | History | Added to | 21,279 | 1,018 | 0.08% | 0.04% | 142 | +8,283 | 63.73% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,258 | 1,017 | 0.01% | 0.01% | 143 | -518 | -2.38% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 19,487 | 1,001 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,890 | 999 | 0.08% | 0.05% | 145 | +8,196 | 64.57% | Q3 2026 | Oct 20, 2026 |
| EPG Wealth Management LLC | History | Added to | 20,529 | 982 | 0.23% | 0.23% | 146 | +2,164 | 11.78% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,465 | 979 | 0.01% | 0.01% | 147 | -4,314 | -17.41% | Q3 2026 | Oct 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 18,992 | 975 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 18,958 | 961 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Reduced | 19,806 | 947 | 0.94% | 0.94% | 150 | -661 | -3.23% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 19,537 | 935 | 0.02% | 0.02% | 151 | -3,205 | -14.09% | Q3 2026 | Oct 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 17,768 | 912 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LVZ, Inc. | History | Added to | 18,658 | 892 | 0.09% | 0.09% | 153 | +1,464 | 8.51% | Q3 2026 | Oct 20, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 18,590 | 889 | 0.1% | 0.11% | 154 | +229 | 1.25% | Q3 2026 | Oct 27, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 18,535 | 887 | 0.72% | 0.78% | 155 | -621 | -3.24% | Q3 2026 | Oct 19, 2026 |
| Forum Private Client Group LLC | History | No change | 17,250 | 886 | 0.26% | 0.26% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crumly & Associates Inc. | History | No change | 18,385 | 879 | 0.16% | 0.18% | 157 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 18,300 | 875 | 0.3% | 0.21% | 158 | +3,497 | 23.62% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16,862 | 866 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | Reduced | 17,832 | 853 | 0.18% | 0.29% | 160 | -7,999 | -30.97% | Q3 2026 | Nov 03, 2026 |
| Brookstone Capital Management | History | Reduced | 17,801 | 851 | 0.01% | 0.01% | 161 | -1,707 | -8.75% | Q3 2026 | Oct 22, 2026 |
| PKS Advisory Services, LLC | History | No change | 16,319 | 838 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Gilbert & Cook, Inc. | History | No change | 16,036 | 823 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 15,971 | 820 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 16,996 | 813 | 0.22% | 0.17% | 165 | +4,144 | 32.24% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,468 | 794 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 15,304 | 786 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | No change | 16,238 | 777 | 0.13% | 0.15% | 168 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,867 | 763 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schwallier Wealth Management LLC | History | New | 15,915 | 761 | 0.48% | — | 170 | +15,915 | New | Q3 2026 | Nov 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 14,524 | 746 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Wing Wealth Management | History | No change | 13,909 | 714 | 0.37% | 0.37% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,828 | 710 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 14,612 | 699 | 0.14% | 0.17% | 174 | -280 | -1.88% | Q3 2026 | Nov 04, 2026 |
| Cadia Private Client LLC | History | No change | 13,241 | 680 | 0.49% | 0.49% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 13,181 | 677 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 14,138 | 676 | 0.3% | 0.33% | 177 | +88 | 0.63% | Q3 2026 | Oct 14, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,030 | 669 | 0.34% | 0.34% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 12,769 | 655 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 13,645 | 653 | 0.35% | 0.38% | 180 | -18 | -0.13% | Q3 2026 | Oct 28, 2026 |
| LexAurum Advisors, LLC | History | Added to | 13,309 | 636 | 0.07% | 0.04% | 181 | +6,075 | 83.98% | Q3 2026 | Oct 19, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 13,240 | 633 | 0.13% | 0.17% | 182 | -1,975 | -12.98% | Q3 2026 | Oct 26, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,965 | 620 | 0.37% | 0.41% | 183 | -122 | -0.93% | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 12,306 | 595 | 0.0% | — | 184 | +12,306 | New | Q3 2026 | Nov 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,193 | 574 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 11,929 | 570 | 0.03% | 0.03% | 186 | -155 | -1.28% | Q3 2026 | Oct 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 11,900 | 569 | 0.04% | 0.02% | 187 | +4,000 | 50.63% | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | Added to | 11,844 | 566 | 0.1% | 0.11% | 188 | +500 | 4.41% | Q3 2026 | Oct 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 9,845 | 560 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,798 | 554 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 10,797 | 554 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 11,486 | 549 | 0.22% | 0.25% | 192 | -714 | -5.85% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,569 | 542 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 10,362 | 532 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | No change | 10,163 | 522 | 0.53% | 0.52% | 195 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 10,589 | 506 | 0.27% | 0.28% | 196 | -240 | -2.22% | Q3 2026 | Oct 23, 2026 |
| Cypress Capital Group | History | No change | 10,300 | 492 | 0.04% | 0.05% | 197 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 9,563 | 491 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Old Mission Investment Co LLC | History | No change | 10,079 | 482 | 0.1% | 0.11% | 199 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Financial Enhancement Group LLC | History | Added to | 10,095 | 481 | 0.06% | 0.05% | 200 | +1,297 | 14.74% | Q3 2026 | Oct 08, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 10,000 | 478 | 0.11% | 0.12% | 201 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 9,143 | 469 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 8,915 | 457 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,757 | 449 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,677 | 445 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 9,144 | 438 | 0.19% | 0.2% | 206 | +87 | 0.96% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,146 | 437 | 0.01% | 0.01% | 207 | +2,990 | 48.57% | Q3 2026 | Nov 05, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 8,415 | 432 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nilsine Partners, LLC | History | Reduced | 8,936 | 427 | 0.03% | 0.03% | 210 | -450 | -4.79% | Q3 2026 | Nov 02, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 8,900 | 427 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,312 | 426 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| World Investment Advisors | History | No change | 8,410 | 426 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,826 | 422 | 0.01% | 0.01% | 214 | +940 | 11.92% | Q3 2026 | Oct 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,219 | 422 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,155 | 418 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 7,943 | 408 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 7,904 | 406 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 8,373 | 400 | 0.08% | 0.12% | 218 | -3,734 | -30.84% | Q3 2026 | Oct 26, 2026 |
| HCR Wealth Advisors | History | No change | 8,344 | 399 | 0.03% | 0.04% | 219 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 8,186 | 391 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Patten Group, Inc. | History | Reduced | 8,127 | 388 | 0.06% | 0.1% | 221 | -4,395 | -35.1% | Q3 2026 | Oct 26, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 7,910 | 378 | 0.16% | 0.2% | 222 | -1,432 | -15.33% | Q3 2026 | Oct 19, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,782 | 372 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,649 | 366 | 0.01% | 0.01% | 224 | -1,291 | -14.44% | Q3 2026 | Nov 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,609 | 364 | 0.11% | 0.13% | 225 | -500 | -6.17% | Q3 2026 | Oct 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,996 | 359 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,500 | 358 | 0.04% | 0.33% | 227 | -49,000 | -86.73% | Q3 2026 | Oct 22, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 7,433 | 355 | 0.07% | 0.06% | 228 | +1,229 | 19.81% | Q3 2026 | Oct 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 7,374 | 352 | 0.17% | 0.17% | 229 | +436 | 6.28% | Q3 2026 | Oct 20, 2026 |
| TL Private Wealth | History | Reduced | 6,953 | 334 | 0.12% | 0.34% | 230 | -11,020 | -61.31% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | New | 6,848 | 328 | 0.01% | — | 232 | +6,848 | New | Q3 2026 | Oct 22, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 6,840 | 328 | 0.2% | 0.24% | 231 | -729 | -9.63% | Q3 2026 | Oct 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 6,834 | 327 | 0.0% | 0.0% | 233 | +2,594 | 61.18% | Q3 2026 | Oct 28, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 6,831 | 326 | 0.07% | 0.92% | 234 | -70,709 | -91.19% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 6,732 | 322 | 0.01% | — | 235 | +6,732 | New | Q3 2026 | Nov 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,064 | 311 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alta Wealth Advisors LLC | History | No change | 6,018 | 309 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,451 | 308 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Legacy Private Trust Co. | History | Reduced | 6,426 | 307 | 0.02% | 0.03% | 239 | -3,672 | -36.36% | Q3 2026 | Oct 06, 2026 |
| Advisory Resource Group | History | Reduced | 6,359 | 304 | 0.04% | 0.06% | 240 | -2,052 | -24.4% | Q3 2026 | Oct 26, 2026 |
| Maia Wealth LLC | History | Added to | 6,326 | 302 | 0.04% | 0.04% | 241 | +879 | 16.14% | Q3 2026 | Oct 19, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 5,843 | 300 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,989 | 294 | 0.02% | 0.04% | 243 | -4,020 | -40.16% | Q3 2026 | Oct 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,688 | 292 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,022 | 288 | 0.0% | 0.0% | 245 | -1,855 | -23.55% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 5,857 | 287 | 0.14% | 0.18% | 246 | -1,073 | -15.48% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5,926 | 283 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,488 | 281 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,833 | 279 | 0.06% | 0.07% | 249 | -316 | -5.14% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | Added to | 5,812 | 278 | 0.01% | 0.01% | 250 | +26 | 0.45% | Q3 2026 | Nov 04, 2026 |
| Auour Investments LLC | History | Added to | 5,648 | 270 | 0.08% | 0.08% | 251 | +119 | 2.15% | Q3 2026 | Oct 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,267 | 270 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 5,463 | 261 | 0.04% | 0.05% | 253 | +25 | 0.46% | Q3 2026 | Oct 26, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 5,428 | 259 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Owen LaRue, LLC | History | No change | 4,944 | 253 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFO4Life Group, LLC | History | No change | 4,907 | 252 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,849 | 249 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 4,900 | 234 | 0.35% | 0.84% | 258 | -6,535 | -57.15% | Q3 2026 | Oct 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,468 | 229 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,690 | 224 | 0.08% | 0.08% | 260 | +14 | 0.3% | Q3 2026 | Nov 02, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 4,674 | 223 | 0.05% | — | 261 | +4,674 | New | Q3 2026 | Oct 19, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 4,285 | 220 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Live Oak Investment Partners | History | New | 4,496 | 215 | 0.12% | — | 263 | +4,496 | New | Q3 2026 | Oct 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,145 | 212 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,172 | 212 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 4,441 | 212 | 0.07% | 0.08% | 266 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,117 | 211 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,243 | 206 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 4,303 | 205 | 0.11% | 0.12% | 269 | +257 | 6.35% | Q3 2026 | Oct 26, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 4,282 | 204 | 0.06% | 0.07% | 271 | +35 | 0.82% | Q3 2026 | Oct 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 3,984 | 204 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,225 | 202 | 0.01% | 0.01% | 273 | +1 | 0.02% | Q3 2026 | Nov 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,942 | 202 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 4,196 | 200 | 0.0% | — | 275 | +4,196 | New | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,180 | 200 | 0.0% | — | 276 | +4,180 | New | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,897 | 200 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 3,380 | 174 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 3,339 | 159 | 0.05% | 0.06% | 278 | -724 | -17.82% | Q3 2026 | Oct 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,233 | 107 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basepoint Wealth LLC | History | No change | 2,099 | 107 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,036 | 97 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BlackRock, Inc. | History | No change | 1,875 | 96 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,831 | 94 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 1,828 | 87 | 0.02% | — | 284 | +1,828 | New | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 1,506 | 77 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,380 | 66 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1,247 | 64 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,250 | 60 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | New | 1,167 | 55 | 0.0% | — | 289 | +1,167 | New | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,106 | 52 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | New | 1,060 | 50 | 0.0% | — | 291 | +1,060 | New | Q3 2026 | Nov 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 936 | 48 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | Added to | 706 | 33 | 0.01% | 0.0% | 293 | +520 | 279.57% | Q3 2026 | Oct 21, 2026 |
| GoalVest Advisory LLC | History | No change | 689 | 32 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q3 2026 | Oct 02, 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 | No change | 566 | 29 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 539 | 27 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 543 | 25 | 0.01% | 0.03% | 298 | -481 | -46.97% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 446 | 21 | 0.0% | 0.0% | 299 | -730 | -62.07% | Q3 2026 | Oct 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 393 | 20 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |