CUSIP 33739P855
FIRST TR EXCH TRADED FD III
221 institutions · $1.78B total · 77,779,753 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,203,161 | $371.4M | 5.40% | 2025-12-31 |
| 2 | MORGAN STANLEY | 18,537,521 | $359.4M | 23.83% | 2025-12-31 |
| 3 | UBS Group AG | 9,002,280 | $174.6M | 11.57% | 2025-12-31 |
| 4 | Royal Bank of Canada | 4,998,352 | $96.9M | 6.42% | 2025-12-31 |
| 5 | LPL Financial LLC | 4,355,471 | $84.5M | 5.59% | 2025-12-31 |
| 6 | BANK OF AMERICA CORP /DE/ | 2,811,023 | $54.5M | 3.61% | 2025-12-31 |
| 7 | NewEdge Advisors, LLC | 2,521,541 | $48.9M | 3.24% | 2025-12-31 |
| 8 | SMITH CHAS P & ASSOCIATES PA CPAS | 2,380,461 | $46.2M | 3.06% | 2025-12-31 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,907,132 | $37.0M | 2.45% | 2025-12-31 |
| 10 | Merit Financial Group, LLC | 1,852,546 | $35.9M | 2.38% | 2025-12-31 |
| 11 | Montis Financial, LLC | 1,735,426 | $33.6M | 2.23% | 2025-12-31 |
| 12 | TRUIST FINANCIAL CORP | 1,357,577 | $26.3M | 1.74% | 2025-12-31 |
| 13 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | $24.4M | 1.61% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 1,250,659 | $24.3M | 1.60% | 2025-12-31 |
| 15 | Legacy Edge Advisors, LLC | 1,123,229 | $21.8M | 1.44% | 2025-12-31 |
| 16 | Annex Advisory Services, LLC | 972,278 | $18.9M | 1.25% | 2025-12-31 |
| 17 | CITIZENS FINANCIAL GROUP INC/RI | 939,145 | $18.2M | 1.20% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 732,076 | $14.2M | 0.94% | 2025-12-31 |
| 19 | Essex LLC | 642,258 | $12.5M | 0.82% | 2025-12-31 |
| 20 | Baird Financial Group, Inc. | 617,650 | $12.0M | 0.79% | 2025-12-31 |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | 602,697 | $11.7M | 0.77% | 2025-12-31 |
| 22 | OSAIC HOLDINGS, INC. | 468,751 | $9.1M | 0.60% | 2025-12-31 |
| 23 | ADAMSBROWN WEALTH CONSULTANTS LLC | 445,203 | $8.6M | 0.57% | 2025-12-31 |
| 24 | Key Financial Inc | 398,873 | $7.7M | 0.51% | 2025-12-31 |
| 25 | HighTower Advisors, LLC | 385,957 | $7.5M | 0.49% | 2025-12-31 |
| 26 | Westview Management dba Westview Investment Advisors | 385,775 | $7.5M | 0.49% | 2025-12-31 |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 382,369 | $7.4M | 0.49% | 2025-12-31 |
| 28 | JPMORGAN CHASE & CO | 376,033 | $7.3M | 0.48% | 2025-12-31 |
| 29 | Ocean Park Asset Management, LLC | 355,500 | $6.9M | 0.45% | 2025-12-31 |
| 30 | Kingsview Wealth Management, LLC | 355,279 | $6.9M | 0.45% | 2025-12-31 |
| 31 | Elevated Capital Advisors, LLC | 353,914 | $6.9M | 0.45% | 2025-12-31 |
| 32 | Geneos Wealth Management Inc. | 339,397 | $6.6M | 0.43% | 2025-12-31 |
| 33 | STIFEL FINANCIAL CORP | 335,389 | $6.5M | 0.43% | 2025-12-31 |
| 34 | Prospera Financial Services Inc | 276,492 | $5.4M | 0.35% | 2025-12-31 |
| 35 | VISTA INVESTMENT MANAGEMENT | 274,762 | $5.3M | 0.35% | 2025-12-31 |
| 36 | Rockefeller Capital Management L.P. | 235,810 | $4.6M | 0.30% | 2025-12-31 |
| 37 | Private Advisor Group, LLC | 222,966 | $4.3M | 0.28% | 2025-12-31 |
| 38 | McAdam, LLC | 219,214 | $4.3M | 0.28% | 2025-12-31 |
| 39 | Synergy Investment Management, LLC | 197,956 | $3.8M | 0.25% | 2025-12-31 |
| 40 | FIRST TRUST ADVISORS LP | 189,278 | $3.7M | 0.24% | 2025-12-31 |
| 41 | Synergy Asset Management, LLC | 177,348 | $3.4M | 0.22% | 2025-12-31 |
| 42 | VICTORY FINANCIAL GROUP, LLC | 173,351 | $3.4M | 0.22% | 2025-12-31 |
| 43 | Collaborative Wealth Managment Inc. | 165,370 | $3.2M | 0.21% | 2025-12-31 |
| 44 | MARSHALL INVESTMENT MANAGEMENT, LLC | 143,914 | $2.8M | 0.18% | 2025-12-31 |
| 45 | WELCH & FORBES LLC | 143,860 | $2.8M | 0.18% | 2025-12-31 |
| 46 | Clark Capital Management Group, Inc. | 141,743 | $2.7M | 0.18% | 2025-12-31 |
| 47 | 1776 Wealth LLC | 125,160 | $2.4M | 0.16% | 2025-12-31 |
| 48 | Veridan Wealth LLC | 124,283 | $2.4M | 0.15% | 2025-12-31 |
| 49 | BEACON FINANCIAL GROUP | 121,099 | $2.3M | 0.15% | 2025-09-30 |
| 50 | Focus Partners Wealth | 120,430 | $2.3M | 0.15% | 2025-12-31 |
| 51 | WINEBRENNER CAPITAL MANAGEMENT LLC | 118,516 | $2.3M | 0.15% | 2025-12-31 |
| 52 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 113,137 | $2.2M | 0.14% | 2025-12-31 |
| 53 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 112,043 | $2.2M | 0.14% | 2025-12-31 |
| 54 | True Blue Financial, LLC | 111,376 | $2.2M | 0.14% | 2025-12-31 |
| 55 | TrueWealth Financial Partners | 111,376 | $2.2M | 0.14% | 2025-12-31 |
| 56 | Keebeck Wealth Management | 109,750 | $2.1M | 0.14% | 2025-12-31 |
| 57 | PARK NATIONAL CORP /OH/ | 109,140 | $2.1M | 0.14% | 2025-12-31 |
| 58 | StoneCrest Wealth Management, Inc. | 105,883 | $2.1M | 0.13% | 2025-12-31 |
| 59 | Visionary Wealth Advisors | 96,793 | $1.9M | 0.12% | 2025-12-31 |
| 60 | J.W. COLE ADVISORS, INC. | 171,659 | $1.8M | 0.22% | 2025-12-31 |
| 61 | Ashton Thomas Private Wealth, LLC | 92,330 | $1.8M | 0.11% | 2025-12-31 |
| 62 | Miracle Mile Advisors, LLC | 89,613 | $1.7M | 0.11% | 2025-12-31 |
| 63 | Beacon Financial Advisory LLC | 87,462 | $1.7M | 0.11% | 2025-12-31 |
| 64 | NBC SECURITIES, INC. | 85,090 | $1.6M | 0.10% | 2025-12-31 |
| 65 | PRINCIPAL SECURITIES, INC. | 83,245 | $1.6M | 0.10% | 2025-12-31 |
| 66 | Steward Partners Investment Advisory, LLC | 80,618 | $1.6M | 0.10% | 2025-12-31 |
| 67 | Lakeridge Wealth Management LLC | 78,683 | $1.5M | 0.10% | 2025-12-31 |
| 68 | Merkkuri Wealth Advisors LLC | 78,066 | $1.5M | 0.10% | 2025-12-31 |
| 69 | Walker Asset Management, LLC | 76,562 | $1.5M | 0.09% | 2025-12-31 |
| 70 | Jaffetilchin Investment Partners, LLC | 72,935 | $1.4M | 0.09% | 2025-12-31 |
| 71 | INTEGRITY ALLIANCE, LLC. | 72,611 | $1.4M | 0.09% | 2025-12-31 |
| 72 | FWL INVESTMENT MANAGEMENT, LLC | 71,095 | $1.4M | 0.09% | 2025-12-31 |
| 73 | SUTTON PLACE INVESTORS LLC | 68,595 | $1.3M | 0.08% | 2025-12-31 |
| 74 | QP WEALTH MANAGEMENT, LLC | 65,182 | $1.3M | 0.08% | 2025-12-31 |
| 75 | Sigma Planning Corp | 65,090 | $1.3M | 0.08% | 2025-12-31 |
| 76 | Platform Technology Partners | 64,525 | $1.3M | 0.08% | 2025-12-31 |
| 77 | ROMAN BUTLER FULLERTON & CO | 62,992 | $1.2M | 0.08% | 2025-12-31 |
| 78 | Princeton Global Asset Management LLC | 62,994 | $1.2M | 0.08% | 2025-12-31 |
| 79 | Kestra Advisory Services, LLC | 62,695 | $1.2M | 0.08% | 2025-12-31 |
| 80 | Snowden Capital Advisors LLC | 61,072 | $1.2M | 0.07% | 2025-12-31 |
| 81 | Integrated Advisors Network LLC | 60,405 | $1.2M | 0.07% | 2025-12-31 |
| 82 | TRUSTMARK BANK TRUST DEPARTMENT | 60,228 | $1.2M | 0.07% | 2025-12-31 |
| 83 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 59,701 | $1.2M | 0.07% | 2025-12-31 |
| 84 | SHELTON WEALTH MANAGEMENT, LLC | 56,483 | $1.1M | 0.07% | 2025-12-31 |
| 85 | SILVER OAK SECURITIES, INCORPORATED | 53,901 | $1.0M | 0.06% | 2025-12-31 |
| 86 | KESTRA PRIVATE WEALTH SERVICES, LLC | 53,641 | $1.0M | 0.06% | 2025-12-31 |
| 87 | Envestnet Portfolio Solutions, Inc. | 52,384 | $1.0M | 0.06% | 2025-12-31 |
| 88 | United Capital Management of KS, Inc. | 52,265 | $1.0M | 0.06% | 2025-12-31 |
| 89 | Ritter Daniher Financial Advisory LLC / DE | 52,196 | $1.0M | 0.06% | 2025-12-31 |
| 90 | Western Wealth Management, LLC | 51,310 | $994.9K | 0.06% | 2025-12-31 |
| 91 | Magnus Financial Group LLC | 50,924 | $987.4K | 0.06% | 2025-12-31 |
| 92 | ELEVATION WEALTH PARTNERS, LLC | 48,560 | $941.6K | 0.06% | 2025-12-31 |
| 93 | StoneX Group Inc. | 47,800 | $926.8K | 0.06% | 2025-12-31 |
| 94 | COMERICA BANK | 47,651 | $923.9K | 0.06% | 2025-12-31 |
| 95 | TWIN PEAKS WEALTH ADVISORS, LLC | 44,535 | $868.4K | 0.05% | 2025-12-31 |
| 96 | Plotkin Financial Advisors, LLC | 44,601 | $864.8K | 0.05% | 2025-12-31 |
| 97 | Investment Partners Asset Management, Inc. | 43,659 | $846.5K | 0.05% | 2025-12-31 |
| 98 | MML INVESTORS SERVICES, LLC | 43,550 | $844.4K | 0.05% | 2025-12-31 |
| 99 | WINNOW WEALTH LLC | 41,376 | $827.5K | 0.05% | 2025-12-31 |
| 100 | Wealthcare Advisory Partners LLC | 41,964 | $813.7K | 0.05% | 2025-12-31 |
| 101 | Creative Planning | 41,881 | $810.0K | 0.05% | 2025-09-30 |
| 102 | Equitable Holdings, Inc. | 39,919 | $774.0K | 0.05% | 2025-12-31 |
| 103 | Stratos Wealth Partners, LTD. | 38,509 | $746.7K | 0.04% | 2025-12-31 |
| 104 | Vestmark Advisory Solutions, Inc. | 38,113 | $739.0K | 0.04% | 2025-12-31 |
| 105 | ASSETMARK, INC | 37,856 | $734.0K | 0.04% | 2025-12-31 |
| 106 | Sovran Advisors, LLC | 37,050 | $721.4K | 0.04% | 2025-12-31 |
| 107 | Fifth Third Securities, Inc. | 36,814 | $713.8K | 0.04% | 2025-12-31 |
| 108 | CITADEL ADVISORS LLC | 35,520 | $688.7K | 0.04% | 2025-12-31 |
| 109 | Annis Gardner Whiting Capital Advisors, LLC | 35,303 | $684.5K | 0.04% | 2025-12-31 |
| 110 | Mirae Asset Global Investments Co., Ltd. | 35,000 | $678.6K | 0.04% | 2025-12-31 |
| 111 | Pinnacle Financial Group, LLC / IL | 34,688 | $672.6K | 0.04% | 2025-12-31 |
| 112 | Sanctuary Advisors, LLC | 33,968 | $658.6K | 0.04% | 2025-12-31 |
| 113 | Kovack Advisors, Inc. | 33,602 | $651.5K | 0.04% | 2025-12-31 |
| 114 | RFG Advisory, LLC | 32,181 | $624.0K | 0.04% | 2025-12-31 |
| 115 | Mariner, LLC | 32,127 | $622.9K | 0.04% | 2025-12-31 |
| 116 | FLAGSTAR ADVISORS INC | 31,005 | $601.2K | 0.03% | 2025-12-31 |
| 117 | Forum Private Client Group LLC | 30,030 | $582.3K | 0.03% | 2025-12-31 |
| 118 | TBH Global Asset Management, LLC | 29,521 | $570.9K | 0.03% | 2025-09-30 |
| 119 | &PARTNERS | 29,041 | $563.1K | 0.03% | 2025-12-31 |
| 120 | Summit Financial, LLC | 28,643 | $555.4K | 0.03% | 2025-12-31 |
| 121 | Flavin Financial Services, Inc. | 29,029 | $542.8K | 0.03% | 2025-12-31 |
| 122 | American Institute for Advanced Investment Management, LLP | 27,365 | $530.6K | 0.03% | 2025-12-31 |
| 123 | Balanced Rock Investment Advisors LLC | 27,065 | $524.8K | 0.03% | 2025-12-31 |
| 124 | Brand Asset Management Group, Inc. | 26,958 | $522.7K | 0.03% | 2025-12-31 |
| 125 | Financial Partners Group, Inc | 26,759 | $520.2K | 0.03% | 2025-12-31 |
| 126 | STONEBRIDGE ADVISORS LLC | 25,826 | $500.8K | 0.03% | 2025-12-31 |
| 127 | Summit Wealth Partners, LLC | 25,614 | $496.7K | 0.03% | 2025-12-31 |
| 128 | Main Street Financial Solutions, LLC | 25,287 | $490.3K | 0.03% | 2025-12-31 |
| 129 | BXM Wealth LLC | 25,000 | $484.8K | 0.03% | 2025-12-31 |
| 130 | IFP Advisors, Inc | 24,977 | $484.3K | 0.03% | 2025-12-31 |
| 131 | Apollon Wealth Management, LLC | 24,722 | $479.4K | 0.03% | 2025-12-31 |
| 132 | GREENWOOD CAPITAL ASSOCIATES LLC | 24,082 | $466.9K | 0.03% | 2025-12-31 |
| 133 | LFA - Lugano Financial Advisors SA | 24,000 | $463.2K | 0.03% | 2025-12-31 |
| 134 | Maia Wealth LLC | 23,388 | $456.5K | 0.03% | 2025-12-31 |
| 135 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,809 | $424.4K | 0.02% | 2025-12-31 |
| 136 | HARBOUR INVESTMENTS, INC. | 21,803 | $422.8K | 0.02% | 2025-12-31 |
| 137 | OneDigital Investment Advisors LLC | 21,250 | $412.0K | 0.02% | 2025-12-31 |
| 138 | Inscription Capital, LLC | 21,009 | $407.4K | 0.02% | 2025-12-31 |
| 139 | Arkadios Wealth Advisors | 20,552 | $398.5K | 0.02% | 2025-12-31 |
| 140 | Spire Wealth Management | 20,026 | $388.3K | 0.02% | 2025-12-31 |
| 141 | Maridea Wealth Management LLC | 19,576 | $379.6K | 0.02% | 2025-12-31 |
| 142 | Wagner Wealth Management, LLC | 18,773 | $364.0K | 0.02% | 2025-12-31 |
| 143 | US BANCORP \DE\ | 18,662 | $361.9K | 0.02% | 2025-12-31 |
| 144 | Harvest Investment Services, LLC | 18,060 | $350.2K | 0.02% | 2025-12-31 |
| 145 | MERCER GLOBAL ADVISORS INC /ADV | 17,926 | $347.6K | 0.02% | 2025-12-31 |
| 146 | Pinnacle Financial Partners, Inc. | 17,899 | $347.1K | 0.02% | 2025-12-31 |
| 147 | McElhenny Sheffield Capital Management, LLC | 17,693 | $342.2K | 0.02% | 2025-09-30 |
| 148 | Gateway Wealth Partners, LLC | 17,436 | $338.1K | 0.02% | 2025-12-31 |
| 149 | VIAWEALTH, LLC | 16,819 | $326.1K | 0.02% | 2025-12-31 |
| 150 | Atria Investments, Inc | 16,789 | $325.5K | 0.02% | 2025-12-31 |
| 151 | Wealth Management Associates, Inc. | 16,550 | $320.9K | 0.02% | 2025-12-31 |
| 152 | Ameritas Advisory Services, LLC | 16,254 | $315.2K | 0.02% | 2025-12-31 |
| 153 | STEINBERGANNA WEALTH MANAGEMENT | 16,178 | $313.7K | 0.02% | 2025-12-31 |
| 154 | Hobbs Group Advisors, LLC | 16,170 | $313.5K | 0.02% | 2025-12-31 |
| 155 | Core Wealth Advisors, Inc. | 16,108 | $312.3K | 0.02% | 2025-12-31 |
| 156 | Capital Advisors Wealth Management, LLC | 16,090 | $312.0K | 0.02% | 2025-12-31 |
| 157 | CALTON & ASSOCIATES, INC. | 15,401 | $298.6K | 0.01% | 2025-12-31 |
| 158 | AMERIPRISE FINANCIAL INC | 13,618 | $264.1K | 0.01% | 2025-12-31 |
| 159 | Advance Capital Management, Inc. | 13,431 | $260.4K | 0.01% | 2025-12-31 |
| 160 | CASTLE WEALTH MANAGEMENT LLC | 13,429 | $260.4K | 0.01% | 2025-12-31 |
| 161 | LEIGH BALDWIN & CO., LLC | 12,743 | $247.0K | 0.01% | 2025-12-31 |
| 162 | Accel Wealth Management | 12,563 | $243.6K | 0.01% | 2025-12-31 |
| 163 | Mutual Advisors, LLC | 12,496 | $242.3K | 0.01% | 2025-12-31 |
| 164 | ARS Wealth Advisors Group, LLC | 12,282 | $238.1K | 0.01% | 2025-12-31 |
| 165 | Marshall Financial Group, LLC | 11,764 | $228.1K | 0.01% | 2025-12-31 |
| 166 | Hilltop Holdings Inc. | 11,553 | $224.0K | 0.01% | 2025-12-31 |
| 167 | Brookwood Investment Group LLC | 11,498 | $222.9K | 0.01% | 2025-12-31 |
| 168 | Koshinski Asset Management, Inc. | 11,319 | $218.9K | 0.01% | 2025-09-30 |
| 169 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,160 | $216.4K | 0.01% | 2025-12-31 |
| 170 | Cerity Partners LLC | 10,973 | $212.8K | 0.01% | 2025-12-31 |
| 171 | AQR CAPITAL MANAGEMENT LLC | 10,973 | $212.8K | 0.01% | 2025-12-31 |
| 172 | AFT, FORSYTH & COMPANY, INC. | 10,941 | $212.1K | 0.01% | 2025-12-31 |
| 173 | Jacobi Capital Management LLC | 10,552 | $204.6K | 0.01% | 2025-12-31 |
| 174 | Concentrum Wealth Management | 10,320 | $200.1K | 0.01% | 2025-12-31 |
| 175 | Gaddis Premier Wealth Advisors LLC | 10,277 | $199.3K | 0.01% | 2025-12-31 |
| 176 | GOLDMAN SACHS GROUP INC | 10,147 | $196.2K | 0.01% | 2025-09-30 |
| 177 | PRIVATE TRUST CO NA | 9,293 | $180.2K | 0.01% | 2025-12-31 |
| 178 | Sound Income Strategies, LLC | 8,423 | $164.4K | 0.01% | 2025-12-31 |
| 179 | Cullen/Frost Bankers, Inc. | 8,397 | $162.8K | 0.01% | 2025-12-31 |
| 180 | Ankerstar Wealth, LLC | 7,187 | $139.4K | 0.00% | 2025-12-31 |
| 181 | Dunhill Financial, LLC | 5,520 | $106.8K | 0.00% | 2025-09-30 |
| 182 | Greykasell Wealth Strategies, Inc. | 4,564 | $88.5K | 0.00% | 2025-12-31 |
| 183 | Capital Investment Advisory Services, LLC | 4,447 | $86.2K | 0.00% | 2025-12-31 |
| 184 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 4,314 | $83.6K | 0.00% | 2025-12-31 |
| 185 | DEUTSCHE BANK AG\ | 3,822 | $74.1K | 0.00% | 2025-12-31 |
| 186 | Global Retirement Partners, LLC | 3,594 | $69.7K | 0.00% | 2025-12-31 |
| 187 | Qube Research & Technologies Ltd | 2,772 | $53.7K | 0.00% | 2025-12-31 |
| 188 | Paladin Advisory Group, LLC | 2,607 | $50.5K | 0.00% | 2025-12-31 |
| 189 | Farther Finance Advisors, LLC | 1,907 | $37.0K | 0.00% | 2025-12-31 |
| 190 | Colonial Trust Co / SC | 1,900 | $36.8K | 0.00% | 2025-12-31 |
| 191 | Arax Advisory Partners | 1,866 | $36.2K | 0.00% | 2025-12-31 |
| 192 | RICHARDSON FINANCIAL SERVICES INC. | 213 | $36.0K | 0.00% | 2025-12-31 |
| 193 | AE Wealth Management LLC | 1,835 | $35.6K | 0.00% | 2025-12-31 |
| 194 | Westside Investment Management, Inc. | 1,500 | $29.1K | 0.00% | 2025-12-31 |
| 195 | EverSource Wealth Advisors, LLC | 1,500 | $29.1K | 0.00% | 2025-12-31 |
| 196 | Cornerstone Planning Group LLC | 1,189 | $23.1K | 0.00% | 2025-12-31 |
| 197 | ORG Partners LLC | 1,000 | $19.4K | 0.00% | 2025-12-31 |
| 198 | Smartleaf Asset Management LLC | 878 | $17.0K | 0.00% | 2025-12-31 |
| 199 | Allworth Financial LP | 850 | $16.5K | 0.00% | 2025-12-31 |
| 200 | Godfrey Financial Associates, Inc. | 724 | $14.0K | 0.00% | 2025-12-31 |
| 201 | Elequin Capital, LP | 622 | $12.1K | 0.00% | 2025-12-31 |
| 202 | Nova Wealth Management, Inc. | 600 | $11.6K | 0.00% | 2025-12-31 |
| 203 | Triumph Capital Management | 500 | $9.7K | 0.00% | 2025-12-31 |
| 204 | Signature Equity Partners, LLC | 413 | $8.0K | 0.00% | 2025-12-31 |
| 205 | WELLS FARGO & COMPANY/MN | 364 | $7.1K | 0.00% | 2025-12-31 |
| 206 | Morton Brown Family Wealth, LLC | 285 | $5.5K | 0.00% | 2025-12-31 |
| 207 | Abich Financial Wealth Management LLC | 285 | $5.5K | 0.00% | 2025-09-30 |
| 208 | CWM, LLC | 243,819 | $4.7K | 0.31% | 2025-12-31 |
| 209 | Wayfinding Financial, LLC | 158,332 | $3.1K | 0.20% | 2025-09-30 |
| 210 | von Borstel & Associates, Inc. | 136,570 | $2.6K | 0.17% | 2025-09-30 |
| 211 | WEDBUSH SECURITIES INC | 112,281 | $2.2K | 0.14% | 2025-12-31 |
| 212 | DT Investment Partners, LLC | 110 | $2.1K | 0.00% | 2025-12-31 |
| 213 | Janney Montgomery Scott LLC | 106,733 | $2.1K | 0.13% | 2025-12-31 |
| 214 | Cambridge Investment Research Advisors, Inc. | 105,195 | $2.0K | 0.13% | 2025-12-31 |
| 215 | Advisory Services Network, LLC | 79 | $1.5K | 0.00% | 2025-09-30 |
| 216 | PARK AVENUE SECURITIES LLC | 50,710 | $983 | 0.06% | 2025-12-31 |
| 217 | CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $776 | 0.00% | 2025-12-31 |
| 218 | CENTAURUS FINANCIAL, INC. | 5,537 | $107 | 0.00% | 2025-12-31 |
| 219 | DHJJ Financial Advisors, Ltd. | 5 | $106 | 0.00% | 2025-12-31 |
| 220 | Creekmur Asset Management LLC | 1 | $12 | 0.00% | 2025-09-30 |
| 221 | Motiv8 Investments LLC | 34 | $1 | 0.00% | 2025-12-31 |