BLACKROCK MUNIYIELD QUALITY FUND III, INC. - MYI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | No change | 5,442,103 | 60,461 | 1.74% | 1.74% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 4,760,961 | 52,894 | 2.51% | 2.51% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,633,185 | 51,474 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,170,971 | 24,119 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 2,295,761 | 22,108 | 0.65% | — | 5 | +2,295,761 | New | Q3 2026 | Oct 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,832,694 | 20,361 | 0.39% | 0.39% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 1,619,778 | 17,995 | 7.95% | 7.95% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,496,850 | 16,630 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,496,088 | 16,621 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,180,601 | 13,116 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,172,621 | 13,027 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 973,208 | 10,812 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 733,117 | 8,144 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 681,631 | 7,572 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 583,047 | 6,477 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 592,962 | 5,710 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 490,934 | 5,454 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 481,790 | 5,352 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 527,505 | 5,079 | 0.35% | 0.35% | 19 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 385,248 | 4,280 | 2.31% | 2.31% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COHEN & STEERS, INC. | History | No change | 383,952 | 4,266 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKAY SHIELDS LLC | History | No change | 439,004 | 4,227 | 0.15% | 0.16% | 22 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rareview Capital LLC | History | Added to | 402,612 | 3,877 | 1.83% | 2.26% | 23 | +17,603 | 4.57% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 348,553 | 3,872 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 389,350 | 3,749 | 0.05% | 0.06% | 25 | -5,452 | -1.38% | Q3 2026 | Oct 22, 2026 |
| Invesco Ltd. | History | No change | 265,918 | 2,954 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 281,642 | 2,712 | 0.0% | 0.0% | 27 | -616 | -0.22% | Q3 2026 | Nov 02, 2026 |
| Fiera Capital Corp | History | No change | 230,403 | 2,559 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KIM, LLC | History | No change | 205,238 | 2,280 | 0.23% | 0.23% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 190,450 | 2,115 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 185,748 | 2,063 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 175,514 | 1,949 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dakota Wealth Management | History | No change | 145,372 | 1,615 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 136,538 | 1,516 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 130,071 | 1,445 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 126,885 | 1,409 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 142,784 | 1,375 | 0.01% | 0.01% | 37 | +4,654 | 3.37% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 122,946 | 1,365 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 115,250 | 1,280 | 0.63% | 0.63% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westchester Capital Management, LLC | History | No change | 112,436 | 1,249 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 111,231 | 1,235 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 106,071 | 1,178 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Estate Planners Group, LLC | History | No change | 99,844 | 1,109 | 0.5% | 0.5% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 91,249 | 878 | 0.24% | 0.28% | 44 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 87,329 | 840 | 0.02% | 0.02% | 45 | +16,092 | 22.59% | Q3 2026 | Nov 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 72,513 | 805 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 69,039 | 767 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 67,530 | 750 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 68,058 | 666 | 0.01% | 0.01% | 49 | +42 | 0.06% | Q3 2026 | Oct 26, 2026 |
| Lido Advisors, LLC | History | No change | 66,879 | 644 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 56,563 | 628 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Callahan Advisors, LLC | History | No change | 55,692 | 618 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Management PBC | History | Added to | 63,620 | 612 | 0.27% | 0.31% | 53 | +1,148 | 1.84% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 53,207 | 591 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Added to | 56,635 | 545 | 0.01% | 0.01% | 55 | +10,000 | 21.44% | Q3 2026 | Oct 05, 2026 |
| Atala Financial Inc | History | No change | 54,739 | 543 | 0.32% | 0.39% | 56 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 45,966 | 510 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,869 | 480 | 0.0% | 0.0% | 58 | -37,199 | -42.72% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 49,794 | 479 | 0.0% | 0.0% | 59 | +2,909 | 6.2% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 40,907 | 454 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 40,841 | 453 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 40,621 | 451 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 40,186 | 446 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 43,750 | 421 | 0.01% | — | 64 | +43,750 | New | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 37,434 | 415 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arax Advisory Partners | History | No change | 37,171 | 412 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 36,296 | 403 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plancorp, LLC | History | New | 39,639 | 401 | 0.01% | — | 68 | +39,639 | New | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 40,427 | 389 | 0.0% | 0.01% | 69 | -19,813 | -32.89% | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,484 | 380 | 0.0% | 0.0% | 70 | +6,214 | 18.68% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,469 | 371 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 33,145 | 368 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 32,018 | 355 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 35,355 | 340 | 0.07% | 0.1% | 75 | -8,465 | -19.32% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30,663 | 340 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 34,015 | 327 | 0.22% | 0.28% | 76 | -1,591 | -4.47% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,246 | 324 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 29,161 | 323 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Yakira Capital Management, Inc. | History | No change | 27,511 | 305 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 30,892 | 297 | 0.31% | 0.34% | 80 | +11 | 0.04% | Q3 2026 | Nov 04, 2026 |
| SFMG, LLC | History | No change | 26,645 | 296 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 29,913 | 288 | 0.01% | 0.02% | 82 | +2,725 | 10.02% | Q3 2026 | Oct 26, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 28,236 | 271 | 0.02% | — | 83 | +28,236 | New | Q3 2026 | Nov 03, 2026 |
| Cresta Advisors, Ltd. | History | No change | 27,000 | 260 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 27,000 | 260 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| River Street Advisors LLC | History | No change | 26,766 | 257 | 0.08% | 0.09% | 86 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Davis Investment Partners, LLC | History | Added to | 26,506 | 255 | 0.08% | 0.09% | 87 | +403 | 1.54% | Q3 2026 | Nov 05, 2026 |
| Kore Advisors LP | History | No change | 22,000 | 244 | 0.25% | 0.25% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisers, LLC | History | New | 24,672 | 237 | 0.06% | — | 89 | +24,672 | New | Q3 2026 | Oct 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,276 | 225 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Daner Wealth Management, LLC | History | No change | 20,417 | 222 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 22,302 | 216 | 0.0% | 0.0% | 92 | -1,123 | -4.79% | Q3 2026 | Oct 28, 2026 |
| Camelot Portfolios, LLC | History | No change | 19,195 | 213 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Leo Wealth, LLC | History | New | 21,923 | 211 | 0.04% | — | 94 | +21,923 | New | Q3 2026 | Oct 26, 2026 |
| XTX Topco Ltd | History | No change | 18,530 | 205 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,881 | 198 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| M&T BANK CORP | History | No change | 16,994 | 188 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,196 | 184 | 0.0% | 0.0% | 98 | +101 | 0.53% | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,899 | 176 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 18,010 | 173 | 0.07% | 0.08% | 100 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 15,656 | 173 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 15,267 | 169 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 16,736 | 161 | 0.0% | 0.0% | 103 | +227 | 1.38% | Q3 2026 | Nov 05, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 14,500 | 161 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 14,166 | 157 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | No change | 14,099 | 156 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 13,032 | 144 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| David J Yvars Group | History | New | 14,935 | 143 | 0.07% | — | 108 | +14,935 | New | Q3 2026 | Oct 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,529 | 139 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traub Capital Management LLC | History | No change | 12,327 | 136 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | No change | 14,000 | 135 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,927 | 134 | 0.01% | 0.02% | 112 | +64 | 0.46% | Q3 2026 | Oct 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,021 | 133 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 13,275 | 127 | 0.04% | 0.05% | 114 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Virtu Financial LLC | History | No change | 11,225 | 125 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 12,693 | 122 | 0.0% | 0.0% | 116 | +331 | 2.68% | Q3 2026 | Nov 02, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,900 | 121 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 10,000 | 111 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,499 | 105 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 10,500 | 101 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 10,366 | 99 | 0.06% | — | 121 | +10,366 | New | Q3 2026 | Oct 22, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 96 | 0.06% | 0.07% | 122 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 10,000 | 96 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,762 | 94 | 0.0% | 0.0% | 125 | +4,000 | 69.42% | Q3 2026 | Oct 08, 2026 |
| Citizens National Bank Trust Department | History | No change | 9,830 | 94 | 0.01% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,265 | 79 | 0.0% | 0.0% | 126 | +21 | 0.25% | Q3 2026 | Nov 05, 2026 |
| Gould Capital, LLC | History | No change | 6,350 | 70 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 6,204 | 59 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,200 | 57 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,132 | 57 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,000 | 48 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,685 | 45 | 0.01% | 0.01% | 132 | -539 | -10.32% | Q3 2026 | Oct 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,001 | 44 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,042 | 44 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,173 | 40 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 3,535 | 39 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,460 | 38 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,187 | 35 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 2,976 | 33 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,219 | 30 | 0.0% | 0.0% | 140 | -536 | -14.27% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 3,160 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,260 | 21 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,931 | 21 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | No change | 1,896 | 21 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,748 | 19 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,003 | 19 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quent Capital, LLC | History | No change | 1,613 | 17 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| William Mack & Associates, Inc. | History | New | 1,397 | 13 | 0.0% | — | 148 | +1,397 | New | Q3 2026 | Oct 27, 2026 |
| WPG Advisers, LLC | History | Added to | 1,158 | 11 | 0.01% | 0.01% | 149 | +117 | 11.24% | Q3 2026 | Oct 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 646 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 655 | 6 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | New | 552 | 5 | 0.0% | — | 153 | +552 | New | Q3 2026 | Oct 16, 2026 |
| BAYBAN | History | No change | 478 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Buck Wealth Strategies, LLC | History | New | 400 | 3 | 0.0% | — | 155 | +400 | New | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 212 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 244 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -169,362 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Professional Financial Management, Inc. | History | Closed out | 0 | 0 | — | 1.55% | — | -138,060 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,999 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,535 | -100.0% | Q3 2026 | Oct 19, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,115 | -100.0% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,537 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,218 | -100.0% | Q3 2026 | Oct 23, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |