FIRST TRUST EXCHANGE-TRADED FUND III - FPE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
Full rows mode is enabled. Back to fast mode.
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 No change 53,554,746 957,558 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 19,584,015 350,161 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 18,509,769 330,954 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 18,324,364 327,639 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 10,005,158 178,892 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 9,120,419 163,073 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 9,085,190 162,443 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 5,248,497 93,810 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,472,189 62,082 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 3,276,892 58,590 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 2,606,231 46,599 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,516,214 44,989 0.01% 0.01% 12 0 0.0% Q2 2026 Sep 23, 2026
Kestra Advisory Services, LLC History No change 2,421,331 43,293 0.14% 0.14% 13 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 2,219,975 39,693 0.15% 0.15% 14 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,216,273 39,627 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 2,184,822 39,064 0.96% 0.96% 16 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 2,041,355 36,499 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 2,028,641 36,272 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 12, 2026
Magnus Financial Group LLC History No change 1,959,719 35,039 2.48% 2.48% 19 0 0.0% Q2 2026 Jul 09, 2026
PARK NATIONAL CORP /OH/ History Added to 1,947,034 33,196 0.9% 0.95% 20 +43,467 2.28% Q3 2026 Oct 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,550,463 27,722 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
Falcon Wealth Planning History No change 1,534,702 27,440 1.73% 1.73% 22 0 0.0% Q2 2026 Jul 13, 2026
TRUIST FINANCIAL CORP History No change 1,533,802 27,424 0.03% 0.03% 23 0 0.0% Q2 2026 Jul 28, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 1,508,832 26,977 3.47% 3.47% 24 0 0.0% Q2 2026 Jul 22, 2026
Prospera Financial Services Inc History No change 1,413,667 25,277 0.37% 0.37% 25 0 0.0% Q2 2026 Jul 15, 2026
COUNTRY TRUST BANK History No change 1,309,301 23,410 0.41% 0.41% 26 0 0.0% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,303,372 23,304 0.03% 0.03% 27 0 0.0% Q2 2026 Jul 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,293,097 23,120 0.34% 0.34% 28 0 0.0% Q2 2026 Jul 14, 2026
Janney Montgomery Scott LLC History No change 1,115,602 19,947 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 1,102,564 19,713 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 1,092,360 19,531 0.41% 0.41% 31 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,059,188 18,938 0.04% 0.04% 32 0 0.0% Q2 2026 Jul 27, 2026
HCR Wealth Advisors History No change 1,027,972 18,380 1.65% 1.65% 33 0 0.0% Q2 2026 Jul 13, 2026
Parkside Investments, LLC History No change 1,021,131 18,257 2.02% 2.02% 34 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 984,754 17,607 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 894,648 15,996 0.11% 0.11% 36 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 862,964 15,429 0.13% 0.13% 37 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 842,725 15,067 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 816,488 14,598 0.16% 0.16% 39 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 790,728 14,148 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 787,556 14,080 1.43% 1.43% 41 0 0.0% Q2 2026 Aug 13, 2026
Twelve Points Wealth Management LLC History No change 775,066 13,858 2.78% 2.78% 42 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 754,936 13,498 0.36% 0.36% 43 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 741,502 13,287 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 735,831 13,149 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
Curran Financial Partners, LLC History No change 715,791 12,798 1.91% 1.91% 46 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 745,527 12,711 0.35% 0.4% 47 -54,188 -6.78% Q3 2026 Oct 08, 2026
Wealthspire Retirement, LLC History No change 634,468 11,344 0.62% 0.62% 48 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 630,773 11,278 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 07, 2026
Trinity Legacy Partners, LLC History No change 628,202 11,276 2.25% 2.25% 50 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 611,306 10,930 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
Csenge Advisory Group History No change 596,441 10,664 0.43% 0.43% 52 0 0.0% Q2 2026 Aug 10, 2026
Quad-Cities Investment Group, LLC History No change 564,160 10,087 3.63% 3.63% 53 0 0.0% Q2 2026 Jul 07, 2026
Seros Financial, LLC History No change 555,256 9,927 5.17% 5.17% 54 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 546,256 9,767 0.11% 0.11% 55 0 0.0% Q2 2026 Aug 12, 2026
Glassy Mountain Advisors, Inc. History No change 537,655 9,613 2.63% 2.63% 56 0 0.0% Q2 2026 Jul 31, 2026
US BANCORP \DE\ History No change 518,224 9,267 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 502,570 8,985 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
Midwest Heritage Bank, FSB History No change 495,910 8,866 2.51% 2.51% 59 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 499,130 8,859 0.18% 0.18% 60 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 494,700 8,845 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 494,301 8,838 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 19, 2026
LARCH CAPITAL PARTNERS LLC History No change 483,745 8,649 1.24% 1.24% 63 0 0.0% Q2 2026 Aug 17, 2026
FIFTH THIRD SECURITIES, INC. History No change 481,579 8,610 0.49% 0.49% 64 0 0.0% Q2 2026 Jul 15, 2026
Newman Dignan & Sheerar, Inc. History No change 478,985 8,564 1.64% 1.64% 65 0 0.0% Q2 2026 Jul 14, 2026
Prasad Wealth Partners, LLC History No change 470,663 8,415 2.02% 2.02% 66 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 467,096 8,351 0.26% 0.26% 67 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 464,148 8,298 0.05% 0.05% 68 0 0.0% Q2 2026 Aug 17, 2026
Kinloch Capital, LLC History No change 450,032 8,046 2.94% 2.94% 69 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 442,504 7,911 0.08% 0.08% 70 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 440,514 7,876 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History Added to 449,843 7,669 0.11% 0.11% 72 +12,908 2.95% Q3 2026 Oct 08, 2026
PFS Partners, LLC History No change 422,184 7,548 3.06% 3.06% 73 0 0.0% Q2 2026 Jul 20, 2026
Glass Jacobson Investment Advisors llc History No change 407,228 7,281 2.27% 2.27% 74 0 0.0% Q2 2026 Jul 30, 2026
STEPHENS INC /AR/ History No change 395,161 7,065 0.08% 0.08% 75 0 0.0% Q2 2026 Jul 29, 2026
Marion Wealth Management History No change 390,957 6,990 1.42% 1.42% 76 0 0.0% Q2 2026 Jul 16, 2026
Blackhawk Capital Partners, LLC History No change 387,592 6,930 2.26% 2.26% 77 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 360,906 6,452 0.26% 0.26% 78 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 357,462 6,391 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
Juno Financial Group LLC History No change 350,656 6,269 2.22% 2.22% 80 0 0.0% Q2 2026 Aug 04, 2026
IMA Advisory Services, Inc. History No change 342,759 6,128 0.38% 0.38% 81 0 0.0% Q2 2026 Aug 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 341,178 6,100 0.61% 0.61% 82 0 0.0% Q2 2026 Jul 07, 2026
Ironwood Investment Counsel, LLC History No change 338,684 6,055 0.79% 0.79% 83 0 0.0% Q2 2026 Aug 05, 2026
ARQ WEALTH ADVISORS, LLC History No change 334,419 5,962 0.74% 0.74% 84 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 328,945 5,881 0.03% 0.03% 85 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 326,283 5,833 1.06% 1.06% 86 0 0.0% Q2 2026 Jul 20, 2026
PARK AVENUE SECURITIES LLC History No change 325,730 5,824 0.04% 0.04% 87 0 0.0% Q2 2026 Jul 20, 2026
Traction Financial Partners, LLC History No change 318,020 5,686 3.02% 3.02% 88 0 0.0% Q2 2026 Aug 13, 2026
Mainsail Financial Group, LLC History No change 314,191 5,617 1.91% 1.91% 89 0 0.0% Q2 2026 Jul 15, 2026
Uniting Wealth Partners, LLC History No change 313,744 5,609 1.14% 1.14% 90 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 298,387 5,335 0.06% 0.06% 91 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 296,706 5,305 0.03% 0.03% 92 0 0.0% Q2 2026 Sep 08, 2026
Family Legacy, Inc. History Added to 307,425 5,241 1.44% 1.45% 93 +3,711 1.22% Q3 2026 Oct 13, 2026
Kingsview Wealth Management, LLC History No change 279,968 5,005 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 18, 2026
Vestmark Advisory Solutions, Inc. History No change 270,705 4,840 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 282,056 4,817 0.01% 0.01% 96 +452 0.16% Q3 2026 Oct 13, 2026
APPLETON PARTNERS INC/MA History No change 260,298 4,654 0.29% 0.29% 97 0 0.0% Q2 2026 Jul 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 253,137 4,526 1.03% 1.03% 98 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 250,098 4,471 0.04% 0.04% 99 0 0.0% Q2 2026 Jul 15, 2026
Bluespring Wealth Management, LLC History No change 248,590 4,444 0.09% 0.09% 100 0 0.0% Q2 2026 Aug 11, 2026
Aspen Investment Management Inc History No change 246,947 4,415 1.19% 1.19% 101 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 240,907 4,307 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
Note Advisors, LLC History No change 235,753 4,215 1.83% 1.83% 103 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 234,136 4,186 0.14% 0.14% 104 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Reduced 244,102 4,169 0.19% 0.2% 105 -3,276 -1.32% Q3 2026 Oct 09, 2026
Private Wealth Asset Management, LLC History No change 229,811 4,113 0.4% 0.4% 106 0 0.0% Q2 2026 Aug 11, 2026
Gallagher Fiduciary Advisors, LLC History No change 229,813 4,109 0.14% 0.14% 107 0 0.0% Q2 2026 Aug 14, 2026
Stenger Family Office, LLC History No change 222,631 3,980 0.63% 0.63% 108 0 0.0% Q2 2026 Jul 13, 2026
Snowden Capital Advisors LLC History No change 221,141 3,954 0.09% 0.09% 109 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 215,332 3,850 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 213,025 3,808 0.02% 0.02% 111 0 0.0% Q2 2026 Jul 24, 2026
Fearless Solutions, LLC dba Best Invest History No change 209,273 3,741 1.98% 1.98% 112 0 0.0% Q2 2026 Jul 21, 2026
FLAGSTAR SECURITIES, INC History No change 206,946 3,700 1.12% 1.12% 113 0 0.0% Q2 2026 Jul 15, 2026
ORBA Wealth Advisors, L.L.C. History No change 202,350 3,618 3.09% 3.09% 114 0 0.0% Q2 2026 Jul 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 200,276 3,580 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Consulting Group, LLC History No change 199,335 3,564 0.13% 0.13% 116 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 198,203 3,543 0.37% 0.37% 117 0 0.0% Q2 2026 Jul 29, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 202,578 3,453 0.34% 0.37% 118 -6,985 -3.33% Q3 2026 Oct 08, 2026
Private Advisory Group LLC History No change 192,301 3,438 0.19% 0.19% 119 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 191,675 3,427 0.07% 0.07% 120 0 0.0% Q2 2026 Aug 14, 2026
Econ Financial Services Corp History No change 186,897 3,341 1.56% 1.56% 121 0 0.0% Q2 2026 Jul 23, 2026
BENJAMIN EDWARDS INC History No change 181,293 3,241 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 24, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 179,821 3,215 0.37% 0.37% 123 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 174,163 3,114 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 169,715 3,034 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 167,859 3,001 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 18, 2026
BARINGS LLC History No change 165,116 2,952 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 07, 2026
Soltis Investment Advisors LLC History No change 164,112 2,934 0.16% 0.16% 128 0 0.0% Q2 2026 Jul 31, 2026
Darden Wealth Group Inc History No change 151,256 2,704 1.07% 1.07% 129 0 0.0% Q2 2026 Aug 06, 2026
Milestones Private Investment Advisors LLC History No change 146,684 2,622 2.09% 2.09% 130 0 0.0% Q2 2026 Jul 24, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 146,514 2,619 1.0% 1.0% 131 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 141,840 2,536 0.31% 0.31% 132 0 0.0% Q2 2026 Aug 12, 2026
Prostatis Group LLC History No change 139,035 2,485 0.58% 0.58% 133 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 135,670 2,425 0.04% 0.04% 134 0 0.0% Q2 2026 Jul 20, 2026
Icon Wealth Advisors, LLC History No change 134,295 2,401 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 05, 2026
CITY HOLDING CO History No change 134,107 2,396 0.27% 0.27% 136 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Advisory Services, LLC History No change 133,281 2,383 0.15% 0.15% 137 0 0.0% Q2 2026 Jul 23, 2026
APS Management Group, Inc. History No change 131,423 2,349 1.81% 1.81% 138 0 0.0% Q2 2026 Jul 10, 2026
Avantax Planning Partners, Inc. History No change 130,125 2,326 0.06% 0.06% 139 0 0.0% Q2 2026 Jul 28, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 125,201 2,238 0.34% 0.34% 140 0 0.0% Q2 2026 Jul 14, 2026
ROI Financial Advisors, LLC History No change 124,582 2,227 1.15% 1.15% 141 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 120,753 2,159 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 120,302 2,150 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 03, 2026
Etesian Wealth Advisors, Inc. History No change 116,150 2,076 0.61% 0.61% 144 0 0.0% Q2 2026 Jul 23, 2026
Strategic Blueprint, LLC History No change 114,673 2,050 0.1% 0.1% 145 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 113,337 2,026 0.13% 0.13% 146 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 113,022 2,023 0.12% 0.12% 147 0 0.0% Q2 2026 Jul 22, 2026
WESBANCO BANK INC History No change 108,282 1,936 0.05% 0.05% 148 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 108,301 1,936 0.38% 0.38% 149 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 108,245 1,935 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 06, 2026
Providence First Trust Co History No change 106,745 1,908 0.53% 0.53% 151 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 106,416 1,902 0.38% 0.38% 152 0 0.0% Q2 2026 Jul 24, 2026
Kingsbury Capital Investment Advisors LLC History No change 106,305 1,900 1.61% 1.61% 153 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 106,305 1,900 1.61% 1.61% 154 0 0.0% Q2 2026 Aug 05, 2026
Kovack Advisors, Inc. History No change 105,567 1,889 0.09% 0.09% 155 0 0.0% Q2 2026 Jul 28, 2026
Patten Group, Inc. History No change 103,386 1,848 0.29% 0.29% 156 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 100,697 1,800 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Walker Asset Management, LLC History Reduced 105,325 1,795 0.91% 0.97% 158 -2,500 -2.32% Q3 2026 Oct 13, 2026
GILL CAPITAL PARTNERS, LLC History Added to 101,476 1,730 0.47% 0.48% 159 +228 0.23% Q3 2026 Oct 13, 2026
Dakota Wealth Management History No change 95,233 1,702 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History Added to 99,646 1,698 0.05% 0.05% 161 +5,134 5.43% Q3 2026 Oct 13, 2026
Arete Wealth Advisors, LLC History No change 94,693 1,693 0.11% 0.11% 162 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 94,061 1,681 0.1% 0.1% 163 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 91,584 1,637 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 06, 2026
Harvest Investment Services, LLC History No change 90,059 1,610 0.25% 0.25% 165 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 89,882 1,607 0.31% 0.31% 166 0 0.0% Q2 2026 Jul 23, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 89,511 1,600 0.61% 0.61% 167 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Advisors, LLC History No change 89,275 1,596 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Independent Wealth Network Inc. History No change 88,014 1,573 0.4% 0.4% 169 0 0.0% Q2 2026 Jul 20, 2026
Gallacher Capital Management LLC History No change 86,985 1,555 0.87% 0.87% 170 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 86,797 1,551 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial Wealth Advisors, LLC History No change 86,496 1,546 0.2% 0.2% 172 0 0.0% Q2 2026 Jul 15, 2026
Moors & Cabot, Inc. History No change 83,586 1,494 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 82,694 1,478 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Global Assets Advisory, LLC History No change 79,059 1,416 0.31% 0.31% 175 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 82,894 1,413 0.03% 0.03% 176 -2,889 -3.37% Q3 2026 Oct 13, 2026
FAS Wealth Partners, Inc. History No change 78,869 1,410 0.07% 0.07% 177 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 75,883 1,356 0.05% 0.05% 178 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 73,555 1,315 0.11% 0.11% 179 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 69,645 1,245 0.04% 0.04% 180 0 0.0% Q2 2026 Aug 10, 2026
Argyle Capital Partners, LLC History No change 68,775 1,229 0.77% 0.77% 181 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 67,932 1,214 0.02% 0.02% 182 0 0.0% Q2 2026 Jul 21, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 67,706 1,210 0.49% 0.49% 183 0 0.0% Q2 2026 Aug 04, 2026
HUB Investment Partners, LLC History No change 67,601 1,208 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 64,577 1,154 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 10, 2026
PCG Wealth Advisors, LLC History No change 64,074 1,145 0.26% 0.26% 186 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL SECURITIES, INC. History No change 62,944 1,125 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 04, 2026
Pine Valley Investments Ltd Liability Co History No change 61,729 1,103 0.04% 0.04% 188 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 61,672 1,102 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Advisor Solutions, LLC History No change 60,925 1,089 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 06, 2026
BEACON FINANCIAL GROUP History No change 59,393 1,061 0.1% 0.1% 191 0 0.0% Q2 2026 Jul 16, 2026
TrueWealth Advisors, LLC History Added to 61,928 1,055 0.24% 0.23% 192 +4,605 8.03% Q3 2026 Oct 08, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 58,705 1,049 0.78% 0.78% 193 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 57,111 1,021 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 56,990 1,018 0.07% 0.07% 195 0 0.0% Q2 2026 Jul 21, 2026
Scarborough Advisors, LLC History No change 56,263 1,010 0.12% 0.12% 196 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 54,396 972 0.03% 0.03% 197 0 0.0% Q2 2026 Jul 31, 2026
Paller Financial Services Inc History Added to 56,735 967 0.74% 0.75% 198 +765 1.37% Q3 2026 Oct 09, 2026
National Philanthropic Trust History No change 53,677 959 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 55,973 954 0.07% 0.07% 200 0 0.0% Q3 2026 Oct 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 53,293 952 0.05% 0.05% 201 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 53,040 948 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 52,804 944 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 54,393 927 0.04% 0.04% 204 +14,224 35.41% Q3 2026 Oct 13, 2026
Meridian Financial Partners LLC History No change 50,622 908 0.31% 0.31% 205 0 0.0% Q2 2026 Jul 24, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 50,439 901 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 12, 2026
Tudor Financial Inc. History No change 49,937 892 0.4% 0.4% 207 0 0.0% Q2 2026 Aug 10, 2026
Tanager Wealth Management LLP History No change 49,731 889 0.08% 0.08% 208 0 0.0% Q2 2026 Jul 23, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 49,597 886 0.61% 0.61% 209 0 0.0% Q2 2026 Jul 23, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 48,942 875 0.48% 0.48% 210 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 48,702 870 0.1% 0.1% 211 0 0.0% Q2 2026 Jul 09, 2026
Essex LLC History No change 47,394 847 0.13% 0.13% 212 0 0.0% Q2 2026 Jul 24, 2026
Beacon Financial Advisory LLC History No change 46,958 839 0.17% 0.17% 213 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 46,662 834 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 46,639 833 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 46,591 833 0.08% 0.08% 216 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 46,459 831 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 45,327 810 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 43,761 782 0.04% 0.04% 219 0 0.0% Q2 2026 Jul 28, 2026
Wiser Advisor Group LLC History No change 43,530 778 0.85% 0.85% 220 0 0.0% Q2 2026 Aug 14, 2026
Accel Wealth Management History Added to 45,061 768 0.17% 0.15% 221 +7,588 20.25% Q3 2026 Oct 13, 2026
Freedom Financial Partners LLC History No change 42,663 762 0.25% 0.25% 222 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 42,213 754 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 04, 2026
Oder Investment Management, LLC History No change 40,523 724 0.49% 0.49% 224 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 39,761 710 0.05% 0.05% 225 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 39,561 707 0.08% 0.08% 226 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 39,245 701 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 13, 2026
Creekside Partners History No change 39,169 700 0.25% 0.25% 228 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History Reduced 39,146 667 0.0% 0.01% 229 -1,212 -3.0% Q3 2026 Oct 08, 2026
Ballew Advisors, Inc History Reduced 38,903 664 0.33% 0.37% 230 -572 -1.45% Q3 2026 Oct 05, 2026
StoneX Group Inc. History No change 36,880 662 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 36,800 657 0.19% 0.19% 232 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 36,199 650 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 27, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 37,747 643 0.61% 0.84% 234 -8,326 -18.07% Q3 2026 Oct 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 35,730 638 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 35,039 626 0.06% 0.06% 236 0 0.0% Q2 2026 Jul 09, 2026
Brookwood Investment Group LLC History No change 34,968 625 0.07% 0.07% 237 0 0.0% Q2 2026 Jul 23, 2026
Berger Financial Group, Inc History No change 34,569 618 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 04, 2026
Maia Wealth LLC History No change 34,616 618 0.09% 0.09% 239 0 0.0% Q2 2026 Jul 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 36,043 614 0.39% 0.47% 240 -7,237 -16.72% Q3 2026 Oct 07, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 34,109 609 0.26% 0.26% 241 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 33,648 601 0.02% 0.02% 242 0 0.0% Q2 2026 Jul 31, 2026
Opulen Financial Group LLC History No change 33,518 599 0.38% 0.38% 243 0 0.0% Q2 2026 Jul 27, 2026
TI-TRUST, INC History No change 33,319 595 0.32% 0.32% 244 0 0.0% Q2 2026 Jul 23, 2026
Altus Wealth Group LLC History No change 33,127 592 0.21% 0.21% 245 0 0.0% Q2 2026 Jul 17, 2026
Center for Wealth Management Advisory History No change 31,756 567 0.36% 0.36% 246 0 0.0% Q2 2026 Aug 14, 2026
TCFG Investment Advisors, LLC History No change 31,362 560 0.19% 0.19% 247 0 0.0% Q2 2026 Jul 17, 2026
1834 INVESTMENT ADVISORS CO History No change 31,078 555 0.06% 0.06% 248 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 31,083 555 0.02% 0.02% 249 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 30,687 548 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 16, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 30,267 541 0.07% 0.07% 251 0 0.0% Q2 2026 Jul 13, 2026
IFS Group,LLC History No change 28,736 513 0.7% 0.7% 252 0 0.0% Q2 2026 Jul 23, 2026
Aurora Private Wealth, Inc. History No change 28,435 508 0.32% 0.32% 253 0 0.0% Q2 2026 Jul 21, 2026
American Institute for Advanced Investment Management, LLP History No change 28,350 506 0.29% 0.29% 254 0 0.0% Q2 2026 Jul 21, 2026
Proactive Wealth Strategies LLC History No change 28,083 502 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 27,953 499 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 27,897 498 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 15, 2026
MANCHESTER FINANCIAL INC History No change 27,600 493 0.09% 0.09% 258 0 0.0% Q2 2026 Jul 17, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 27,524 492 0.64% 0.64% 259 0 0.0% Q2 2026 Aug 13, 2026
Principle Wealth Partners LLC History No change 27,200 486 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 07, 2026
CWA Asset Management Group, LLC History No change 26,401 472 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 14, 2026
BAM Wealth Management, LLC History No change 25,632 458 0.29% 0.29% 262 0 0.0% Q2 2026 Jul 14, 2026
Pallas Capital Advisors LLC History No change 25,406 454 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 07, 2026
Morey & Quinn Wealth Partners, LLC History No change 24,555 439 0.28% 0.28% 264 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History No change 24,505 438 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 03, 2026
Vermillion Wealth Management, Inc. History No change 24,322 434 0.1% 0.1% 266 0 0.0% Q2 2026 Jul 15, 2026
Shulman DeMeo Asset Management LLC History Reduced 25,398 433 0.09% 0.09% 267 -1,893 -6.94% Q3 2026 Oct 09, 2026
Diversified Enterprises, LLC History No change 24,264 433 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 31, 2026
Coastwise Capital Group, LLC History No change 23,919 427 0.25% 0.25% 269 0 0.0% Q2 2026 Jul 16, 2026
QP WEALTH MANAGEMENT, LLC History No change 23,840 426 0.61% 0.61% 270 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 23,751 425 0.02% 0.02% 271 0 0.0% Q2 2026 Aug 17, 2026
Cyndeo Wealth Partners, LLC History No change 23,428 418 0.02% 0.02% 272 0 0.0% Q2 2026 Jul 21, 2026
WCG Wealth Advisors LLC History No change 23,034 411 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History New 23,949 408 0.03% — 274 +23,949 New Q3 2026 Oct 07, 2026
Keystone Financial Group History No change 22,654 405 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 29, 2026
TRUE Private Wealth Advisors History No change 22,642 404 0.03% 0.03% 276 0 0.0% Q2 2026 Jul 23, 2026
Prospect Financial Services LLC History No change 22,541 403 0.2% 0.2% 277 0 0.0% Q2 2026 Aug 06, 2026
Park Edge Advisors, LLC History No change 22,141 395 0.08% 0.08% 278 0 0.0% Q2 2026 Jul 10, 2026
Tortuga Wealth Management, Inc History No change 21,938 392 0.3% 0.3% 279 0 0.0% Q2 2026 Jul 30, 2026
YHB Investment Advisors, Inc. History New 22,948 391 0.02% — 281 +22,948 New Q3 2026 Oct 08, 2026
Robertson Stephens Wealth Management, LLC History No change 21,920 391 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 21,805 389 0.0% 0.0% 282 0 0.0% Q2 2026 Sep 23, 2026
Capital Investment Advisors, LLC History No change 21,700 387 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 06, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 21,590 386 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 21,333 381 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 30, 2026
Quadrature Capital Ltd History No change 21,224 379 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 06, 2026
Ausdal Financial Partners, Inc. History No change 21,050 376 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 21,019 375 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 20,858 372 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Atlas Private Wealth Advisors History No change 20,505 366 0.08% 0.08% 290 0 0.0% Q2 2026 Jul 27, 2026
First Financial Group Corp History No change 20,385 364 0.26% 0.26% 291 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 20,042 358 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 04, 2026
OMNI 360 Wealth, Inc. History No change 21,000 358 0.16% 0.17% 293 0 0.0% Q3 2026 Oct 13, 2026
Topsail Wealth Management, LLC History No change 19,606 350 0.04% 0.04% 294 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 19,454 347 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 13, 2026
Summit Wealth Partners, LLC History No change 19,281 344 0.05% 0.05% 296 0 0.0% Q2 2026 Aug 03, 2026
Realta Investment Advisors History No change 19,226 343 0.11% 0.11% 297 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 19,087 341 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 18,997 339 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 18,969 339 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 18,870 337 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 18,855 337 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 05, 2026
Sensible Money, LLC History No change 18,870 337 0.09% 0.09% 303 0 0.0% Q2 2026 Jul 30, 2026
Balboa Wealth Partners History No change 18,241 326 0.04% 0.04% 304 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 18,132 324 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 15, 2026
STABLEFORD CAPITAL II LLC History Reduced 18,759 319 0.11% 0.17% 306 -8,511 -31.21% Q3 2026 Oct 08, 2026
Quartz Partners, LLC History No change 17,752 317 0.1% 0.1% 307 0 0.0% Q2 2026 Aug 10, 2026
E&G Advisors, LLC History Reduced 18,438 314 0.06% 0.07% 308 -730 -3.81% Q3 2026 Oct 13, 2026
Vines Capital Management, LLC History No change 17,292 309 0.25% 0.25% 309 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 16,853 301 0.02% 0.02% 310 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 16,761 299 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Helium Advisors LLC History No change 16,327 291 0.24% 0.24% 312 0 0.0% Q2 2026 Aug 11, 2026
Investmark Advisory Group LLC History No change 16,164 289 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 07, 2026
Composition Wealth, LLC History No change 16,143 288 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 16,048 286 0.02% 0.02% 315 0 0.0% Q2 2026 Jul 09, 2026
Sequoia Financial Advisors, LLC History No change 15,989 285 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 15,749 281 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 15,522 277 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 15,506 277 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 15,486 276 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 15,405 275 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 05, 2026
Indivisible Partners History No change 15,354 274 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 04, 2026
VISTA INVESTMENT MANAGEMENT History No change 15,300 273 0.08% 0.08% 323 0 0.0% Q2 2026 Aug 12, 2026
Cornell Pochily Investment Advisors, Inc. History No change 15,115 270 0.07% 0.07% 324 0 0.0% Q2 2026 Jul 15, 2026
Integris Wealth Management, LLC History No change 15,000 268 0.05% 0.05% 325 0 0.0% Q2 2026 Jul 10, 2026
Venture Visionary Partners LLC History Added to 15,678 267 0.01% 0.01% 327 +410 2.69% Q3 2026 Oct 07, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 14,972 267 0.04% 0.04% 326 0 0.0% Q2 2026 Jul 20, 2026
Garden State Investment Advisory Services LLC History No change 14,693 262 0.05% 0.05% 328 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 14,553 260 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 04, 2026
Risk Paradigm Group, LLC History No change 14,558 260 0.2% 0.2% 330 0 0.0% Q2 2026 Aug 05, 2026
Intellectus Partners, LLC History No change 14,228 254 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 12, 2026
Everest Financial Group LLC History No change 14,100 252 0.03% 0.03% 332 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC/CA History No change 14,040 251 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 13, 2026
Wagner Wealth Management, Corp History No change 13,984 250 0.2% 0.2% 334 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 13,975 249 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 13,697 244 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 13,700 244 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 13,470 240 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 07, 2026
Capital Square, LLC History No change 13,390 240 0.11% 0.11% 339 0 0.0% Q2 2026 Aug 12, 2026
Key Client Fiduciary Advisors, LLC History No change 13,370 239 0.07% 0.07% 340 0 0.0% Q2 2026 Jul 09, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 13,287 237 0.07% 0.07% 341 0 0.0% Q2 2026 Jul 14, 2026
Legacy Edge Advisors, LLC History No change 13,272 237 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 11, 2026
J. L. Bainbridge & Co., Inc. History No change 13,105 234 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 22, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 13,007 233 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 13,062 233 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 09, 2026
Aspen Wealth Strategies, LLC History No change 12,916 230 0.11% 0.11% 346 0 0.0% Q2 2026 Aug 07, 2026
SHUFRO ROSE & CO LLC History No change 12,700 227 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 12,738 227 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 09, 2026
1776 Wealth LLC History No change 12,694 226 0.08% 0.08% 349 0 0.0% Q2 2026 Aug 10, 2026
Hudson Capital Management LLC History No change 12,595 225 0.05% 0.05% 350 0 0.0% Q2 2026 Jul 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 12,565 225 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 12,490 223 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 12,475 223 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 29, 2026
Huntleigh Advisors, Inc. History No change 12,287 219 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 04, 2026
Concentrum Wealth Management History No change 12,208 218 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 06, 2026
Advanced Asset Management Advisors Inc History No change 12,000 214 0.06% 0.06% 356 0 0.0% Q2 2026 Jul 16, 2026
City Center Advisors, LLC History Added to 12,513 213 0.16% 0.16% 357 +1,364 12.23% Q3 2026 Oct 07, 2026
Strategic Financial Partners, Ltd. History No change 11,736 209 0.08% 0.08% 358 0 0.0% Q2 2026 Aug 03, 2026
Blue Zone Wealth Advisors, LLC History No change 11,662 208 0.04% 0.04% 359 0 0.0% Q2 2026 Jul 14, 2026
Novak & Powell Financial Services, Inc. History No change 11,677 208 0.1% 0.1% 360 0 0.0% Q2 2026 Aug 11, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 11,540 206 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 11,350 202 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 11,331 202 0.2% 0.2% 363 0 0.0% Q2 2026 Jul 21, 2026
Crossmark Global Holdings, Inc. History No change 11,174 199 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 16, 2026
Medallion Wealth Advisors, LLC History No change 11,168 199 0.06% 0.06% 365 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 11,119 198 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 11, 2026
ASL Financial, LLC History No change 11,000 196 0.14% 0.14% 367 0 0.0% Q2 2026 Jul 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 10,802 193 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 31, 2026
Owen LaRue, LLC History No change 10,723 191 0.07% 0.07% 369 0 0.0% Q2 2026 Jul 22, 2026
Meridian Wealth Advisors, LLC History No change 10,665 190 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 10,577 189 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 10,563 188 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
Endowment Wealth Management, Inc. History No change 10,440 186 0.07% 0.07% 373 0 0.0% Q2 2026 Aug 05, 2026
Security National Bank History No change 10,247 183 0.02% 0.02% 374 0 0.0% Q2 2026 Jul 15, 2026
Encompass More Asset Management History No change 10,240 183 0.03% 0.03% 375 0 0.0% Q2 2026 Jul 14, 2026
MBE Wealth Management, LLC History No change 10,073 180 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,487 155 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 30, 2026
AdvisorNet Financial, Inc History No change 7,970 142 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7,844 140 0.05% 0.05% 379 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 7,626 130 0.04% 0.04% 380 +51 0.67% Q3 2026 Oct 07, 2026
Measured Wealth Private Client Group, LLC History No change 7,075 126 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 5,012 90 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,013 89 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 5,000 89 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 4,916 87 0.04% 0.04% 385 0 0.0% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 4,696 83 0.04% 0.04% 386 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 3,590 64 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 3,395 60 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 13, 2026
S&T BANK/PA History No change 3,389 60 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 3,143 53 0.01% 0.01% 390 0 0.0% Q3 2026 Oct 05, 2026
SOA Wealth Advisors, LLC. History No change 53,303 53 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 2,981 53 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 04, 2026
SHP Wealth Management History No change 2,911 52 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 2,850 50 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 31, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,759 49 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 2,742 49 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,686 47 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History Added to 2,721 46 0.01% 0.01% 398 +147 5.71% Q3 2026 Oct 07, 2026
NFSG Corp History No change 2,608 46 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 2,705 46 0.0% 0.0% 400 0 0.0% Q3 2026 Oct 08, 2026
Versant Capital Management, Inc History New 2,614 44 0.0% — 403 +2,614 New Q3 2026 Oct 01, 2026
Front Row Advisors LLC History No change 2,500 44 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 2,470 44 0.03% 0.03% 402 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 2,109 37 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 1,943 35 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 16, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,874 33 0.07% 0.07% 406 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 1,732 30 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 24, 2026
Raleigh Capital Management Inc. History No change 1,712 30 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 21, 2026
Allied Private Wealth LLC History No change 1,670 29 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 1,620 28 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 1,474 26 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 1,500 26 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 1,458 26 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 11, 2026
Timbuktu Capital Management, LLC History No change 1,500 26 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 13, 2026
Ameliora Wealth Management Ltd. History No change 1,431 25 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 1,303 23 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 05, 2026
Evelyn Partners Group Ltd History No change 1,250 22 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 07, 2026
Piscataqua Savings Bank History No change 1,200 21 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 09, 2026
AMERIFLEX GROUP, INC. History No change 1,226 21 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 1,079 19 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 20, 2026
Community Financial Services Group, LLC History No change 1,000 17 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 09, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 969 16 0.0% 0.0% 422 0 0.0% Q3 2026 Oct 09, 2026
Main Street Group, LTD History No change 850 15 0.0% 0.0% 423 0 0.0% Q2 2026 Jul 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 828 14 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 800 14 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Smallwood Wealth Investment Management, LLC History No change 824 14 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 700 12 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 696 12 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 628 11 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 18, 2026
JFS WEALTH ADVISORS, LLC History No change 667 11 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 10, 2026
Cape Investment Advisory, Inc. History No change 700 11 0.0% 0.0% 431 0 0.0% Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History No change 618 11 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 10, 2026
NBT BANK, N.A. History No change 594 10 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 519 9 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 08, 2026
Institute for Wealth Management, LLC. History No change 541 9 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 28, 2026
VIMA LLC History No change 550 9 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 24, 2026
Plante Moran Financial Advisors, LLC History No change 493 8 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 06, 2026
Washington Trust Advisors, Inc. History No change 487 8 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 29, 2026
Synergy Investment Management, LLC History No change 478 8 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 492 8 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 10, 2026
Imprint Wealth LLC History No change 425 7 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 432 7 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 380 6 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 28, 2026
Investors Portfolio Services LLC History No change 379 6 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 14, 2026
VISION FINANCIAL MARKETS LLC History No change 332 5 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 299 5 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 11, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 264 4 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History Reduced 150 3 0.0% 0.0% 450 -1,239 -89.2% Q3 2026 Oct 02, 2026
FIRST UNITED BANK & TRUST History No change 220 3 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 216 3 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 12, 2026
Key Capital Management, INC History No change 222 3 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History New 161 2 0.0% — 457 +161 New Q3 2026 Oct 09, 2026
Tower Research Capital LLC (TRC) History No change 124 2 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 122 2 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 165 2 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 17, 2026
Financial Network Wealth Advisors LLC History No change 121 2 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 29, 2026
Benson Wealth Management INC History No change 133 2 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 93 1 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 104 1 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 22, 2026
Quest 10 Wealth Builders, Inc. History No change 111 1 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 24, 2026
BAYBAN History No change 105 1 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History No change 35 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Spectrum Wealth Advisory Group, LLC History No change 47 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Elevated Capital Advisors, LLC History No change 55 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Lloyd Advisory Services, LLC. History No change 18 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 41 0 — — — 0 0.0% Q2 2026 Aug 13, 2026