FIRST TRUST EXCHANGE-TRADED FUND III - FTLS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 5,252,510 | 372,875 | 0.02% | 0.02% | 1 | +78,397 | 1.52% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,549,077 | 180,959 | 0.03% | — | 2 | +2,549,077 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,397,528 | 170,200 | 0.05% | 0.05% | 3 | +149,648 | 6.66% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,333,236 | 165,565 | 0.04% | 0.04% | 4 | +56,351 | 2.47% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 588,801 | 41,798 | 0.01% | 0.01% | 5 | +30,631 | 5.49% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 587,339 | 41,695 | 0.01% | 0.01% | 6 | -940 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 552,407 | 39,215 | 0.04% | 0.04% | 7 | +24,705 | 4.68% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 507,915 | 36,056 | 0.07% | 0.01% | 8 | +446,569 | 727.95% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 473,347 | 33,602 | 0.04% | 0.04% | 9 | +45,071 | 10.52% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Added to | 422,643 | 30,003 | 0.59% | 0.58% | 10 | +24,707 | 6.21% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 329,397 | 23,387 | 0.02% | 0.02% | 11 | +10,542 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 307,110 | 21,801 | 4.25% | 4.45% | 12 | +2,851 | 0.94% | Q4 2025 | Jan 27, 2026 |
| VestGen Advisors, LLC | History | New | 293,769 | 20,854 | 0.89% | — | 13 | +293,769 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 281,038 | 19,951 | 0.05% | 0.05% | 14 | +23,742 | 9.23% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 245,051 | 17,396 | 0.14% | 0.06% | 15 | +150,598 | 159.44% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 217,577 | 15,633 | 2.44% | 2.54% | 16 | -5,536 | -2.48% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 211,694 | 15,029 | 0.02% | 0.02% | 17 | -17,623 | -7.68% | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Added to | 204,885 | 14,547 | 3.87% | 3.95% | 18 | +1,875 | 0.92% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 185,142 | 13,143 | 0.84% | 1.0% | 19 | -31,263 | -14.45% | Q4 2025 | Feb 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 182,136 | 12,929 | 0.96% | 0.94% | 20 | +10,414 | 6.06% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 164,902 | 11,706 | 0.03% | 0.04% | 21 | -9,068 | -5.21% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 157,830 | 11,204 | 0.01% | 0.01% | 22 | -29,728 | -15.85% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 155,848 | 11,063 | 0.01% | 0.0% | 23 | +132,225 | 559.73% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Reduced | 135,132 | 9,744 | 2.06% | 2.15% | 24 | -1,186 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 135,565 | 9,623 | 0.63% | 0.61% | 25 | +8,241 | 6.47% | Q4 2025 | Feb 05, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 132,565 | 9,410 | 1.09% | 1.07% | 26 | +1,062 | 0.81% | Q4 2025 | Jan 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 129,996 | 9,229 | 0.01% | 0.01% | 27 | +33,091 | 34.15% | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 128,742 | 9,208 | 0.91% | 0.9% | 28 | +6,351 | 5.19% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 124,129 | 8,811 | 0.21% | 0.03% | 29 | +109,524 | 749.91% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 123,488 | 8,766 | 0.01% | 0.01% | 30 | +9,174 | 8.03% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 121,070 | 8,594 | 0.12% | 0.05% | 31 | +68,665 | 131.03% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 120,097 | 8,525 | 0.04% | 0.04% | 32 | +274 | 0.23% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 117,827 | 8,364 | 0.39% | 0.35% | 33 | +2,914 | 2.54% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 116,963 | 8,303 | 0.4% | 0.48% | 34 | +3,800 | 3.36% | Q4 2025 | Jan 28, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 116,542 | 8,247 | 1.07% | 1.1% | 35 | -551 | -0.47% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 96,345 | 6,839 | 0.03% | 0.03% | 36 | -6,941 | -6.72% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 95,879 | 6,806 | 1.02% | 1.08% | 37 | -7,020 | -6.82% | Q4 2025 | Feb 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 93,560 | 6,641 | 3.09% | 3.13% | 38 | +465 | 0.5% | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 89,509 | 6,354 | 0.02% | 0.02% | 39 | +2,774 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 88,522 | 6,284 | 0.09% | 0.08% | 40 | +11,629 | 15.12% | Q4 2025 | Feb 09, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 88,307 | 6,268 | 3.98% | 3.77% | 41 | +8,734 | 10.98% | Q4 2025 | Feb 05, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 88,280 | 6,267 | 2.48% | 2.67% | 42 | -532 | -0.6% | Q4 2025 | Feb 05, 2026 |
| Live Oak Investment Partners | History | Added to | 87,375 | 6,202 | 3.81% | 3.95% | 43 | +2,206 | 2.59% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 84,261 | 5,981 | 0.04% | 0.05% | 44 | -2,020 | -2.34% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 83,360 | 5,917 | 0.04% | 0.04% | 45 | +6,227 | 8.07% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 82,714 | 5,872 | 0.17% | 0.02% | 46 | +72,436 | 704.77% | Q4 2025 | Feb 12, 2026 |
| Brio Consultants, LLC | History | Added to | 82,576 | 5,862 | 0.76% | 0.79% | 47 | +171 | 0.21% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 77,913 | 5,532 | 0.06% | 0.05% | 48 | +12,782 | 19.63% | Q4 2025 | Feb 02, 2026 |
| LCNB CORP | History | Added to | 75,012 | 5,325 | 1.78% | 1.43% | 49 | +16,753 | 28.76% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 73,257 | 5,200 | 0.33% | 0.39% | 50 | -10,098 | -12.11% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 73,172 | 5,194 | 0.24% | — | 51 | +73,172 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 68,465 | 4,860 | 0.05% | 0.05% | 52 | +3,271 | 5.02% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 67,935 | 4,822 | 0.01% | 0.01% | 53 | -5,290 | -7.22% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,507 | 4,741 | 0.01% | 0.01% | 54 | -1,418 | -2.09% | Q4 2025 | Jan 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 65,796 | 4,670 | 0.81% | 0.52% | 55 | +25,570 | 63.57% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 63,839 | 4,531 | 0.48% | 0.58% | 56 | -11,833 | -15.64% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 62,437 | 4,432 | 0.36% | 0.16% | 57 | +36,311 | 138.98% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 61,785 | 4,386 | 0.02% | 0.02% | 58 | +12,834 | 26.22% | Q4 2025 | Feb 12, 2026 |
| VIAWEALTH, LLC | History | Reduced | 61,734 | 4,382 | 2.46% | 2.54% | 59 | -4,675 | -7.04% | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | Added to | 59,938 | 4,255 | 1.02% | 1.04% | 60 | +344 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 59,632 | 4,233 | 0.2% | 0.18% | 61 | +5,334 | 9.82% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 59,301 | 4,209 | 2.17% | 2.28% | 62 | -2,410 | -3.91% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 58,301 | 4,138 | 0.1% | 0.1% | 63 | -576 | -0.98% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 53,173 | 3,774 | 0.08% | 0.08% | 64 | -71 | -0.13% | Q4 2025 | Feb 09, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 51,306 | 3,642 | 2.84% | 3.0% | 65 | -1,409 | -2.67% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 50,105 | 3,556 | 0.06% | 0.06% | 66 | +14,532 | 40.85% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 48,437 | 3,438 | 0.01% | 0.01% | 67 | -7,272 | -13.05% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,476 | 3,370 | 0.01% | 0.01% | 68 | +6,620 | 16.2% | Q4 2025 | Feb 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 46,249 | 3,283 | 0.63% | — | 69 | +46,249 | New | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 45,187 | 3,207 | 0.0% | 0.0% | 70 | +2,108 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 43,298 | 3,073 | 0.57% | 0.58% | 71 | +1,496 | 3.58% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | New | 41,761 | 2,964 | 1.55% | — | 72 | +41,761 | New | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,059 | 2,915 | 0.01% | 0.01% | 73 | -44,017 | -51.74% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 39,763 | 2,822 | 0.03% | 0.04% | 74 | -20,859 | -34.41% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 38,170 | 2,709 | 0.07% | 0.08% | 75 | -3,330 | -8.02% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 37,985 | 2,696 | 0.04% | 0.03% | 76 | -374 | -0.97% | Q4 2025 | Feb 02, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 36,000 | 2,555 | 0.79% | 0.83% | 77 | -1,301 | -3.49% | Q4 2025 | Jan 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,890 | 2,547 | 0.08% | 0.07% | 78 | +2,857 | 8.65% | Q4 2025 | Jan 09, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 35,579 | 2,525 | 0.54% | 0.69% | 79 | -1,392 | -3.77% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 35,547 | 2,523 | 0.05% | 0.05% | 80 | +947 | 2.74% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 35,242 | 2,501 | 0.04% | — | 81 | +35,242 | New | Q4 2025 | Feb 19, 2026 |
| Summit Financial, LLC | History | Reduced | 34,685 | 2,462 | 0.04% | 0.04% | 82 | -291 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 33,641 | 2,388 | 0.32% | — | 83 | +33,641 | New | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | Added to | 32,715 | 2,322 | 0.63% | 0.57% | 84 | +3,645 | 12.54% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,636 | 2,316 | 0.0% | 0.0% | 85 | +1,683 | 5.44% | Q4 2025 | Mar 16, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 32,604 | 2,314 | 1.27% | 1.19% | 86 | +2,375 | 7.86% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 31,785 | 2,256 | 0.13% | 0.11% | 87 | +5,582 | 21.3% | Q4 2025 | Jan 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 30,396 | 2,157 | 0.04% | 0.04% | 88 | -7,013 | -18.75% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 30,131 | 2,139 | 0.08% | 0.08% | 89 | +272 | 0.91% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Added to | 29,859 | 2,119 | 0.04% | 0.04% | 90 | +3,737 | 14.31% | Q4 2025 | Feb 03, 2026 |
| SMART Wealth LLC | History | Added to | 29,470 | 2,092 | 0.64% | 0.63% | 91 | +5,407 | 22.47% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 29,104 | 2,066 | 0.05% | 0.05% | 92 | +3,364 | 13.07% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,154 | 1,998 | 0.01% | 0.01% | 93 | +4,026 | 16.69% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,855 | 1,977 | 0.05% | 0.04% | 94 | +7,782 | 38.77% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 26,825 | 1,904 | 0.04% | 0.04% | 95 | -20 | -0.07% | Q4 2025 | Feb 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 25,986 | 1,844 | 0.13% | 0.12% | 96 | +1 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 25,907 | 1,839 | 0.0% | 0.0% | 97 | +9,595 | 58.82% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 25,120 | 1,783 | 0.38% | 0.25% | 98 | +8,864 | 54.53% | Q4 2025 | Jan 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 24,114 | 1,711 | 0.28% | 0.29% | 99 | +634 | 2.7% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 24,051 | 1,707 | 0.04% | 0.04% | 100 | +2,643 | 12.35% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 24,009 | 1,704 | 0.08% | 0.08% | 101 | +348 | 1.47% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 23,526 | 1,670 | 0.0% | 0.0% | 102 | -396 | -1.66% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Reduced | 23,288 | 1,653 | 0.03% | 0.05% | 103 | -12,963 | -35.76% | Q4 2025 | Mar 12, 2026 |
| Patten Group, Inc. | History | Reduced | 22,644 | 1,607 | 0.3% | 0.31% | 104 | -439 | -1.9% | Q4 2025 | Jan 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 22,052 | 1,565 | 0.02% | 0.02% | 105 | -2,757 | -11.11% | Q4 2025 | Jan 30, 2026 |
| Montis Financial, LLC | History | Added to | 21,996 | 1,561 | 0.31% | 0.32% | 106 | +1,945 | 9.7% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 20,547 | 1,458 | 0.16% | 0.11% | 107 | +8,865 | 75.89% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,446 | 1,451 | 0.05% | 0.13% | 108 | -27,218 | -57.1% | Q4 2025 | Jan 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,339 | 1,443 | 0.11% | 0.12% | 109 | +1,045 | 5.42% | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | Added to | 20,094 | 1,426 | 0.15% | 0.15% | 110 | +392 | 1.99% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,438 | 1,379 | 0.07% | 0.06% | 111 | +2,780 | 16.69% | Q4 2025 | Feb 05, 2026 |
| Concorde Asset Management, LLC | History | Added to | 19,116 | 1,357 | 0.54% | 0.34% | 112 | +7,500 | 64.57% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 18,258 | 1,296 | 0.04% | — | 113 | +18,258 | New | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 18,058 | 1,281 | 0.08% | 0.08% | 114 | -14 | -0.08% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,820 | 1,274 | 0.09% | 0.09% | 115 | -239 | -1.32% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | Added to | 17,633 | 1,251 | 0.0% | 0.0% | 116 | +260 | 1.5% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,522 | 1,243 | 0.02% | 0.02% | 117 | -254 | -1.43% | Q4 2025 | Jan 29, 2026 |
| Maia Wealth LLC | History | Reduced | 17,495 | 1,238 | 0.21% | 0.29% | 118 | -6,264 | -26.36% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 16,422 | 1,165 | 0.06% | 0.05% | 119 | -568 | -3.34% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,317 | 1,158 | 0.03% | 0.32% | 120 | -126,202 | -88.55% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,858 | 1,125 | 0.0% | — | 121 | +15,858 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 14,884 | 1,056 | 0.06% | 0.07% | 122 | -2,000 | -11.85% | Q4 2025 | Jan 26, 2026 |
| Brookwood Investment Group LLC | History | Added to | 14,294 | 1,014 | 0.12% | 0.12% | 123 | +810 | 6.01% | Q4 2025 | Jan 22, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 14,277 | 1,013 | 0.65% | 0.65% | 124 | +97 | 0.68% | Q4 2025 | Jan 28, 2026 |
| City Center Advisors, LLC | History | Added to | 13,538 | 961 | 0.88% | 0.88% | 125 | +645 | 5.0% | Q4 2025 | Jan 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,458 | 956 | 0.02% | 0.02% | 126 | -443 | -3.19% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 13,303 | 944 | 0.05% | 0.05% | 127 | +259 | 1.99% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,109 | 930 | 0.01% | 0.01% | 128 | -151 | -1.14% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 12,942 | 918 | 0.01% | 0.01% | 129 | +601 | 4.87% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,728 | 903 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | New | 12,682 | 900 | 0.02% | — | 131 | +12,682 | New | Q4 2025 | Feb 17, 2026 |
| Entelevest, LLC | History | New | 12,528 | 889 | 0.89% | — | 132 | +12,528 | New | Q4 2025 | Feb 11, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 12,377 | 878 | 0.22% | 0.29% | 133 | -3,858 | -23.76% | Q4 2025 | Jan 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 11,826 | 839 | 0.02% | 0.02% | 134 | -266 | -2.2% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,807 | 838 | 0.03% | 0.03% | 135 | +1,000 | 9.25% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,529 | 818 | 0.01% | 0.02% | 136 | -4,677 | -28.86% | Q4 2025 | Jan 22, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 11,402 | 809 | 0.52% | 0.68% | 137 | -3,662 | -24.31% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 11,374 | 807 | 0.04% | 0.04% | 138 | -448 | -3.79% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,157 | 792 | 0.06% | 0.06% | 139 | +834 | 8.08% | Q4 2025 | Jan 09, 2026 |
| Harvest Investment Services, LLC | History | Added to | 10,816 | 767 | 0.14% | 0.15% | 140 | +431 | 4.15% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 10,371 | 736 | 0.27% | 0.25% | 141 | +1,228 | 13.43% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,267 | 728 | 0.05% | 0.05% | 142 | +1,209 | 13.35% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,252 | 727 | 0.0% | 0.01% | 143 | -6,121 | -37.38% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,210 | 724 | 0.01% | — | 144 | +10,210 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,090 | 716 | 0.0% | 0.0% | 145 | +9,929 | 6167.08% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,095 | 716 | 0.02% | 0.02% | 146 | -168 | -1.64% | Q4 2025 | Jan 28, 2026 |
| Balboa Wealth Partners | History | Added to | 10,036 | 712 | 0.12% | 0.12% | 147 | +27 | 0.27% | Q4 2025 | Jan 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 9,992 | 709 | 0.09% | 0.09% | 148 | +440 | 4.61% | Q4 2025 | Jan 07, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 9,849 | 704 | 0.16% | 0.18% | 149 | -314 | -3.09% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,914 | 703 | 0.03% | 0.03% | 150 | -190 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Added to | 9,686 | 690 | 0.18% | 0.22% | 151 | +265 | 2.81% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,607 | 682 | 0.01% | 0.01% | 152 | -124 | -1.27% | Q4 2025 | Jan 05, 2026 |
| Golden State Equity Partners | History | Reduced | 9,293 | 659 | 0.11% | 0.26% | 153 | -13,018 | -58.35% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,074 | 644 | 0.03% | 0.02% | 154 | +2,703 | 42.43% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,777 | 623 | 0.01% | 0.01% | 155 | -3,896 | -30.74% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,788 | 623 | 0.0% | 0.0% | 156 | +335 | 3.96% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,250 | 585 | 0.01% | 0.0% | 157 | +8,109 | 5751.06% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,123 | 576 | 0.01% | 0.01% | 158 | -183 | -2.2% | Q4 2025 | Feb 03, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 7,966 | 565 | 0.17% | 0.18% | 159 | -662 | -7.67% | Q4 2025 | Jan 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,850 | 557 | 0.03% | 0.03% | 160 | -5 | -0.06% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,829 | 555 | 0.04% | 0.04% | 161 | +27 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,780 | 552 | 0.01% | 0.01% | 162 | +53 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 7,704 | 546 | 0.0% | 0.0% | 163 | +378 | 5.16% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,449 | 528 | 0.01% | 0.02% | 164 | +667 | 9.83% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | New | 7,420 | 526 | 0.05% | — | 165 | +7,420 | New | Q4 2025 | Jan 22, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 7,157 | 511 | 0.5% | — | 166 | +7,157 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,964 | 494 | 0.02% | 0.01% | 167 | +4,454 | 177.45% | Q4 2025 | Feb 04, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 6,856 | 486 | 0.18% | 0.22% | 168 | -815 | -10.62% | Q4 2025 | Jan 26, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 6,654 | 472 | 0.05% | — | 169 | +6,654 | New | Q4 2025 | Jan 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 6,221 | 441 | 0.42% | 0.21% | 170 | +3,036 | 95.32% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,175 | 438 | 0.02% | 0.02% | 171 | -17 | -0.27% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,153 | 436 | 0.0% | 0.0% | 172 | +2,318 | 60.44% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,926 | 420 | 0.02% | 0.02% | 173 | -273 | -4.4% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,800 | 411 | 0.0% | 0.0% | 174 | -166 | -2.78% | Q4 2025 | Feb 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 5,633 | 399 | 0.14% | 0.2% | 175 | -1,794 | -24.16% | Q4 2025 | Jan 13, 2026 |
| TFB Advisors LLC | History | Reduced | 5,487 | 389 | 0.11% | 0.11% | 176 | -20 | -0.36% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 5,433 | 385 | 0.04% | 0.03% | 177 | +1,186 | 27.93% | Q4 2025 | Jan 26, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 5,403 | 383 | 0.27% | 0.28% | 178 | +1 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Tempo Wealth, LLC | History | New | 5,351 | 379 | 0.07% | — | 179 | +5,351 | New | Q4 2025 | Feb 25, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,186 | 368 | 0.12% | 0.14% | 180 | -883 | -14.55% | Q4 2025 | Feb 03, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 5,196 | 368 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,167 | 366 | 0.0% | 0.0% | 182 | +2,369 | 84.67% | Q4 2025 | Feb 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 4,769 | 338 | 0.24% | 0.25% | 183 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CacheTech Inc. | History | New | 4,702 | 333 | 0.06% | — | 185 | +4,702 | New | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,690 | 333 | 0.02% | 0.02% | 184 | -982 | -17.31% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Added to | 4,579 | 325 | 0.1% | 0.09% | 186 | +1,242 | 37.22% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,462 | 316 | 0.01% | 0.01% | 187 | +451 | 11.24% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 4,428 | 314 | 0.01% | 0.01% | 188 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 4,242 | 301 | 0.04% | 0.04% | 189 | +4 | 0.09% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,156 | 294 | 0.0% | 0.0% | 190 | +2,707 | 186.82% | Q4 2025 | Jan 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,021 | 285 | 0.01% | 0.01% | 191 | -167 | -3.99% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,963 | 281 | 0.02% | 0.03% | 192 | -1,305 | -24.77% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 3,945 | 280 | 0.12% | 0.12% | 193 | -155 | -3.78% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | New | 3,931 | 279 | 0.03% | — | 194 | +3,931 | New | Q4 2025 | Feb 17, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 3,791 | 269 | 0.13% | 0.14% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,627 | 257 | 0.02% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 3,431 | 243 | 0.07% | 0.07% | 197 | -105 | -2.97% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Reduced | 3,412 | 242 | 0.0% | 0.0% | 198 | -2,806 | -45.13% | Q4 2025 | Feb 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 3,239 | 229 | 0.01% | — | 199 | +3,239 | New | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 3,226 | 229 | 0.02% | — | 200 | +3,226 | New | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,132 | 222 | 0.0% | 0.0% | 201 | -846 | -21.27% | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 3,051 | 216 | 0.1% | 0.11% | 202 | -98 | -3.11% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,040 | 215 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,022 | 214 | 0.04% | — | 204 | +3,022 | New | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | Added to | 2,961 | 210 | 0.12% | 0.14% | 205 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 2,958 | 209 | 0.02% | 0.04% | 206 | -2,850 | -49.07% | Q4 2025 | Jan 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 2,917 | 207 | 0.06% | 0.07% | 207 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,825 | 200 | 0.01% | — | 208 | +2,825 | New | Q4 2025 | Feb 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,557 | 181 | 0.01% | 0.01% | 209 | +236 | 10.17% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,479 | 175 | 0.02% | 0.02% | 210 | -193 | -7.22% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,376 | 168 | 0.0% | 0.0% | 211 | -1,511 | -38.87% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 2,208 | 156 | 0.05% | 0.05% | 212 | -148 | -6.28% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,613 | 115 | 0.0% | — | 213 | +1,613 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,519 | 107 | 0.0% | 0.0% | 214 | +214 | 16.4% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,470 | 104 | 0.0% | 0.0% | 215 | +1,307 | 801.84% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | No change | 1,455 | 103 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,400 | 99 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,347 | 95 | 0.0% | 0.01% | 218 | -10 | -0.74% | Q4 2025 | Jan 05, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 1,269 | 90 | 0.05% | 0.06% | 219 | +4 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,184 | 84 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 946 | 67 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 899 | 63 | 0.0% | — | 222 | +899 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 869 | 61 | 0.02% | 0.02% | 223 | +176 | 25.4% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 847 | 60 | 0.0% | 0.0% | 224 | +105 | 14.15% | Q4 2025 | Jan 13, 2026 |
| Larson Financial Group LLC | History | Added to | 732 | 51 | 0.0% | 0.0% | 225 | +3 | 0.41% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 586 | 42 | 0.0% | 0.0% | 226 | -25 | -4.09% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 464 | 33 | 0.02% | 0.02% | 227 | -51 | -9.9% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 424 | 30 | 0.01% | 0.01% | 228 | -131 | -23.6% | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | New | 409 | 29 | 0.01% | — | 229 | +409 | New | Q4 2025 | Feb 10, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 400 | 28 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Park Place Capital Corp | History | No change | 357 | 25 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 270 | 19 | 0.0% | — | 232 | +270 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 171 | 12 | 0.01% | — | 233 | +171 | New | Q4 2025 | Feb 19, 2026 |
| Signature Equity Partners, LLC | History | New | 168 | 11 | 0.01% | — | 235 | +168 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 160 | 11 | 0.0% | — | 234 | +160 | New | Q4 2025 | Mar 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 117 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Joseph Group Capital Management | History | Added to | 108 | 7 | 0.0% | 0.0% | 237 | +24 | 28.57% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 86 | 6 | 0.0% | 0.0% | 238 | -103 | -54.5% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 83 | 5 | 0.0% | 0.0% | 240 | -224 | -72.96% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 76 | 5 | 0.0% | — | 241 | +76 | New | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | New | 75 | 5 | 0.0% | — | 239 | +75 | New | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 52 | 3 | 0.0% | 0.0% | 244 | -52 | -50.0% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 43 | 3 | 0.0% | — | 242 | +43 | New | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 43 | 3 | 0.0% | 0.0% | 243 | -42 | -49.41% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 35 | 2 | 0.0% | 0.0% | 245 | -178 | -83.57% | Q4 2025 | Feb 10, 2026 |
| Quattro Advisors LLC | History | New | 35 | 2 | 0.0% | — | 246 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 18 | 1 | 0.0% | — | 249 | +18 | New | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 15 | 1 | 0.0% | — | 248 | +15 | New | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 4.57% | — | -287,710 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,413 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,180 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,227 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,134 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Russell Investments Group, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |