FIRST TRUST EXCHANGE-TRADED FUND III - FTLS
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 5,920,396 | 436,925 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,674,842 | 197,403 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,425,673 | 179,028 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,369,228 | 174,849 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 831,838 | 61,383 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 622,277 | 45,924 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 585,764 | 43,229 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 564,536 | 41,662 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 528,335 | 38,991 | 0.24% | 0.24% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 472,698 | 34,885 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CENTRAL TRUST Co | History | No change | 464,614 | 34,288 | 0.62% | 0.62% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 439,134 | 32,408 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 374,797 | 27,660 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 340,744 | 25,146 | 0.73% | 0.73% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 307,522 | 22,697 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 244,171 | 18,388 | 2.32% | 2.32% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hobart Private Capital, LLC | History | No change | 217,929 | 16,083 | 2.76% | 2.76% | 17 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EdgeRock Capital LLC | History | No change | 210,937 | 15,567 | 3.53% | 3.53% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 189,221 | 13,964 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 181,593 | 13,401 | 2.15% | 2.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 179,303 | 13,232 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 174,029 | 12,843 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 169,136 | 12,482 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 166,114 | 12,348 | 0.83% | 0.83% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 156,037 | 11,516 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 153,708 | 11,343 | 0.64% | 0.64% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Centric Wealth Management | History | No change | 132,533 | 9,706 | 1.51% | 1.51% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 131,504 | 9,705 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 126,048 | 9,302 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 106,618 | 8,290 | 0.95% | 0.99% | 30 | -5,854 | -5.2% | Q3 2026 | Oct 08, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 108,101 | 7,977 | 0.4% | 0.4% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 105,271 | 7,769 | 0.31% | 0.31% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 101,404 | 7,483 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 101,273 | 7,473 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 101,025 | 7,455 | 4.15% | 4.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 94,664 | 6,986 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Investment Partners | History | No change | 94,513 | 6,975 | 3.75% | 3.75% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 91,195 | 6,730 | 3.12% | 3.12% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 90,698 | 6,693 | 0.37% | 0.37% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 88,991 | 6,561 | 0.74% | 0.74% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 84,645 | 6,246 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LCNB CORP | History | No change | 83,934 | 6,194 | 1.9% | 1.9% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brio Consultants, LLC | History | No change | 82,219 | 6,067 | 0.71% | 0.71% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 79,497 | 5,867 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookwood Investment Group LLC | History | No change | 78,135 | 5,766 | 0.65% | 0.65% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,523 | 5,715 | 0.1% | 0.07% | 46 | +21,504 | 40.56% | Q3 2026 | Oct 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 70,890 | 5,231 | 0.54% | 0.54% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 66,635 | 4,917 | 0.24% | 0.24% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 66,458 | 4,904 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prostatis Group LLC | History | No change | 64,353 | 4,749 | 1.11% | 1.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 63,314 | 4,672 | 0.43% | 0.43% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 62,500 | 4,612 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 61,895 | 4,567 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60,812 | 4,487 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 59,969 | 4,425 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,496 | 4,233 | 0.01% | 0.01% | 56 | +5,243 | 10.65% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 57,066 | 4,211 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 56,432 | 4,164 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Guilbault Capital LLC | History | No change | 56,000 | 4,132 | 4.15% | 4.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 55,347 | 4,084 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 55,236 | 4,076 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 48,525 | 3,721 | 0.11% | 0.1% | 62 | +2,767 | 6.05% | Q3 2026 | Oct 13, 2026 |
| Center For Asset Management LLC | History | No change | 50,335 | 3,714 | 1.65% | 1.65% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 49,729 | 3,670 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 51,811 | 3,659 | 2.2% | 2.2% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 46,830 | 3,456 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MSH Capital Advisors LLC | History | No change | 46,376 | 3,422 | 0.6% | 0.6% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 46,289 | 3,416 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPLAN Partners, LLC | History | No change | 45,999 | 3,394 | 0.65% | 0.65% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisor OS, LLC | History | No change | 45,397 | 3,350 | 0.22% | 0.22% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 45,132 | 3,330 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 44,072 | 3,252 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 43,603 | 3,217 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Asset Allocation Strategies LLC | History | No change | 42,774 | 3,156 | 0.49% | 0.49% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 42,222 | 3,115 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversify Advisory Services, LLC | History | No change | 40,933 | 3,070 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 40,933 | 3,070 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,750 | 3,007 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 39,871 | 2,942 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 38,723 | 2,857 | 1.21% | 1.21% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 37,591 | 2,774 | 0.37% | 0.37% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 37,212 | 2,746 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 37,132 | 2,740 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 43,539 | 2,597 | 0.93% | 0.93% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Wealth LLC | History | No change | 33,745 | 2,490 | 0.57% | 0.57% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 32,681 | 2,411 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 32,672 | 2,411 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 32,436 | 2,393 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,048 | 2,365 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 31,139 | 2,298 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 29,836 | 2,288 | 1.81% | 2.71% | 91 | -21,461 | -41.84% | Q3 2026 | Oct 09, 2026 |
| Sowell Financial Services LLC | History | No change | 30,569 | 2,255 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,281 | 2,235 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 29,341 | 2,165 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMART Wealth LLC | History | No change | 29,117 | 2,148 | 0.46% | 0.46% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIAWEALTH, LLC | History | No change | 28,742 | 2,121 | 1.07% | 1.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montis Financial, LLC | History | No change | 28,504 | 2,103 | 0.43% | 0.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 26,944 | 1,988 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 26,678 | 1,968 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 26,089 | 1,925 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 25,152 | 1,856 | 0.23% | 0.23% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 24,816 | 1,831 | 0.35% | 0.35% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 24,581 | 1,814 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 24,005 | 1,771 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 23,104 | 1,739 | 0.22% | 0.22% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,648 | 1,736 | 0.01% | 0.01% | 106 | +8,464 | 59.67% | Q3 2026 | Oct 08, 2026 |
| ARWA LLC | History | No change | 21,062 | 1,569 | 0.65% | 0.65% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RiverTree Advisors, LLC | History | Added to | 20,041 | 1,536 | 0.92% | 0.6% | 108 | +6,314 | 46.0% | Q3 2026 | Oct 13, 2026 |
| Cooper Financial Group | History | Added to | 19,703 | 1,511 | 0.12% | 0.12% | 109 | +273 | 1.41% | Q3 2026 | Oct 07, 2026 |
| World Investment Advisors | History | No change | 20,538 | 1,445 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parcion Private Wealth LLC | History | No change | 19,243 | 1,420 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 19,050 | 1,405 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 18,468 | 1,362 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,469 | 1,362 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 18,346 | 1,353 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 18,283 | 1,349 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Entelevest, LLC | History | No change | 17,702 | 1,306 | 1.12% | 1.12% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 17,001 | 1,303 | 0.03% | 0.03% | 118 | -642 | -3.64% | Q3 2026 | Oct 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 17,236 | 1,272 | 1.08% | 1.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Maia Wealth LLC | History | No change | 17,142 | 1,265 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 16,641 | 1,228 | 0.75% | 0.75% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,292 | 1,202 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | No change | 16,049 | 1,184 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 15,734 | 1,161 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,683 | 1,157 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City Center Advisors, LLC | History | Added to | 14,340 | 1,099 | 0.84% | 0.82% | 126 | +542 | 3.93% | Q3 2026 | Oct 07, 2026 |
| StoneX Group Inc. | History | No change | 14,214 | 1,049 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 13,985 | 1,032 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 13,758 | 1,015 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 13,111 | 1,005 | 0.18% | 0.19% | 130 | -765 | -5.51% | Q3 2026 | Oct 01, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 13,065 | 964 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 12,930 | 954 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 12,682 | 935 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,519 | 923 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 12,104 | 921 | 0.6% | 0.6% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | No change | 12,434 | 917 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,278 | 906 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 11,956 | 882 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 11,703 | 863 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,582 | 854 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 11,468 | 846 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harvest Investment Services, LLC | History | No change | 10,860 | 801 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 10,825 | 798 | 0.28% | 0.28% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | No change | 10,194 | 752 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,013 | 738 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,779 | 721 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 8,961 | 693 | 0.2% | 0.18% | 147 | +851 | 10.49% | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,331 | 688 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 8,580 | 633 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | History | No change | 8,364 | 617 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,370 | 617 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,323 | 614 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 8,273 | 609 | 0.66% | 0.66% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 8,100 | 597 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,863 | 580 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,699 | 568 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 7,553 | 557 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 7,456 | 550 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provident Wealth Management, LLC | History | No change | 7,321 | 540 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFG Advisors | History | No change | 7,297 | 538 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,881 | 507 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 6,863 | 506 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 6,485 | 478 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,418 | 473 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | No change | 6,277 | 463 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 5,990 | 442 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | No change | 5,844 | 431 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 5,714 | 421 | 0.21% | 0.21% | 168 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,408 | 398 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tempo Wealth, LLC | History | No change | 5,371 | 396 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,348 | 394 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Designs Corp | History | No change | 5,062 | 388 | 0.2% | 0.2% | 172 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 5,212 | 384 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | No change | 4,936 | 364 | 0.12% | 0.12% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 4,769 | 351 | 0.23% | 0.23% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,697 | 347 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilltop Holdings Inc. | History | No change | 4,699 | 346 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 4,684 | 345 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 4,572 | 337 | 0.2% | 0.2% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,417 | 325 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 4,396 | 324 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,397 | 324 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 4,363 | 321 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NCM Capital Management, LLC | History | No change | 4,327 | 319 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 4,309 | 318 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,281 | 315 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 4,249 | 314 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFP Financial Group LLC | History | No change | 4,177 | 308 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,181 | 307 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 4,085 | 301 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 3,681 | 282 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,791 | 279 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 3,791 | 279 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,533 | 270 | 0.02% | 0.01% | 194 | +789 | 28.75% | Q3 2026 | Oct 08, 2026 |
| HRT FINANCIAL LP | History | No change | 3,653 | 269 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,661 | 269 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,627 | 267 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 3,589 | 264 | 0.18% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,521 | 259 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dunhill Financial, LLC | History | No change | 3,500 | 258 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,397 | 250 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 3,378 | 249 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 3,169 | 233 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Norris Financial Group, LLC | History | No change | 3,084 | 227 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 3,062 | 225 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 3,202 | 225 | 0.16% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,040 | 224 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 3,020 | 222 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,920 | 219 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Able Wealth Management LLC | History | Reduced | 2,771 | 215 | 0.05% | 0.05% | 210 | -12 | -0.43% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,888 | 213 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 2,896 | 213 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 2,857 | 210 | 0.13% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.Safra Asset Management Corp | History | No change | 2,844 | 209 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Management Associates, Inc | History | No change | 2,840 | 209 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,823 | 208 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Graney & King, LLC | History | No change | 2,820 | 208 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,529 | 186 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 2,256 | 166 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,183 | 161 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,939 | 148 | 0.0% | 0.0% | 221 | +478 | 32.72% | Q3 2026 | Oct 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,002 | 147 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 1,998 | 147 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 1,901 | 140 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,813 | 133 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,522 | 112 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | No change | 1,453 | 107 | 0.29% | 0.29% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,444 | 106 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,400 | 103 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 1,347 | 103 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,184 | 87 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,148 | 84 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,062 | 78 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 971 | 71 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | No change | 946 | 69 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 734 | 54 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 663 | 48 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 657 | 48 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CX Institutional | History | Added to | 550 | 42 | 0.0% | 0.0% | 239 | +5 | 0.92% | Q3 2026 | Oct 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 430 | 32 | 0.01% | 0.01% | 240 | +1 | 0.23% | Q3 2026 | Oct 01, 2026 |
| Tidemark, LLC | History | No change | 409 | 30 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 400 | 29 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 144,422 | 28 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 357 | 26 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 266 | 19 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 203 | 14 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 163 | 12 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 171 | 12 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 160 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 144 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 136 | 10 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 134 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Joseph Group Capital Management | History | No change | 126 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 131 | 9 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 117 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Decker Retirement Planning Inc. | History | No change | 109 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 65 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 44 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 43 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 49 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 46 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |