FIRST TRUST EXCHANGE-TRADED FUND III - FPE
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 | 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 |