BlackRock ETF Trust - BALI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,414,161 | 115,501 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,941,497 | 99,510 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,040,344 | 69,029 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,818,179 | 61,508 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,791,732 | 60,614 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,227,887 | 41,539 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,059,173 | 35,831 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,021,583 | 34,560 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 750,371 | 25,857 | 0.03% | 0.03% | 9 | +139,024 | 22.74% | Q3 2026 | Nov 02, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 737,000 | 24,932 | 1.45% | 1.45% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 665,889 | 22,946 | 0.61% | 0.61% | 11 | -15,017 | -2.21% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 629,891 | 21,309 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 613,047 | 20,622 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 568,583 | 19,235 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 561,949 | 19,010 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 524,311 | 17,737 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 413,214 | 14,239 | 0.02% | 0.02% | 17 | -4,747 | -1.14% | Q3 2026 | Oct 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 336,973 | 11,612 | 1.11% | 1.12% | 18 | +15,537 | 4.83% | Q3 2026 | Oct 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 332,722 | 11,255 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 317,087 | 10,727 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 310,798 | 10,514 | 0.97% | 0.97% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Wealth Management LLC | History | Reduced | 302,884 | 10,437 | 2.12% | 2.2% | 22 | -3,964 | -1.29% | Q3 2026 | Oct 09, 2026 |
| Arax Advisory Partners | History | No change | 303,602 | 10,270 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 283,192 | 9,823 | 0.15% | 0.14% | 24 | +35,328 | 14.25% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 283,192 | 9,823 | 0.15% | 0.14% | 25 | +35,328 | 14.25% | Q3 2026 | Oct 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 242,173 | 8,192 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 219,058 | 7,548 | 4.3% | 4.26% | 27 | -5,387 | -2.4% | Q3 2026 | Oct 19, 2026 |
| Next Level Private LLC | History | Added to | 203,727 | 7,020 | 1.35% | 1.3% | 28 | +7,931 | 4.05% | Q3 2026 | Oct 20, 2026 |
| JB Capital LLC | History | Added to | 176,398 | 6,078 | 0.21% | 0.2% | 29 | +8,017 | 4.76% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 172,636 | 5,949 | 0.34% | 0.36% | 30 | -8,034 | -4.45% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 171,988 | 5,927 | 0.04% | 0.03% | 31 | +12,547 | 7.87% | Q3 2026 | Oct 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 164,563 | 5,567 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 156,701 | 5,399 | 0.27% | 0.24% | 33 | +13,993 | 9.81% | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 157,022 | 5,312 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 114,990 | 3,962 | 0.07% | 0.07% | 35 | +9,410 | 8.91% | Q3 2026 | Oct 13, 2026 |
| United Advisor Group, LLC | History | Added to | 112,800 | 3,887 | 0.37% | 0.38% | 36 | +7,224 | 6.84% | Q3 2026 | Nov 02, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 112,615 | 3,880 | 1.52% | 1.46% | 37 | -9,503 | -7.78% | Q3 2026 | Oct 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 110,274 | 3,730 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Semus Wealth Partners LLC | History | Added to | 107,240 | 3,695 | 1.68% | 1.51% | 39 | +14,845 | 16.07% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | No change | 106,187 | 3,592 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 104,072 | 3,586 | 0.2% | 0.22% | 41 | -3,964 | -3.67% | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 105,446 | 3,567 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 85,853 | 2,958 | 0.27% | 0.25% | 43 | +3,322 | 4.03% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 81,581 | 2,759 | 0.28% | 0.28% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 79,779 | 2,749 | 0.97% | 0.93% | 45 | +2,142 | 2.76% | Q3 2026 | Nov 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 80,714 | 2,730 | 0.49% | 0.49% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kelly Financial Services LLC | History | Reduced | 75,385 | 2,597 | 0.56% | 0.6% | 47 | -7,211 | -8.73% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 76,465 | 2,587 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 74,150 | 2,555 | 0.11% | 0.11% | 49 | +54 | 0.07% | Q3 2026 | Oct 30, 2026 |
| Private Advisor Group, LLC | History | No change | 70,321 | 2,378 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 69,909 | 2,365 | 0.31% | 0.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARWA LLC | History | Reduced | 63,890 | 2,227 | 0.82% | 1.03% | 52 | -8,943 | -12.28% | Q3 2026 | Oct 21, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 63,543 | 2,189 | 0.67% | 0.67% | 53 | +747 | 1.19% | Q3 2026 | Oct 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 64,579 | 2,184 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 62,004 | 2,097 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,741 | 2,093 | 0.0% | 0.0% | 56 | +40,409 | 198.75% | Q3 2026 | Nov 02, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 57,424 | 1,978 | 0.05% | 0.05% | 57 | +10,745 | 23.02% | Q3 2026 | Nov 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 56,840 | 1,922 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 56,074 | 1,896 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | No change | 54,555 | 1,879 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Gotham Asset Management, LLC | History | No change | 53,838 | 1,821 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 51,966 | 1,799 | 0.12% | 0.13% | 62 | -1,428 | -2.67% | Q3 2026 | Oct 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 49,855 | 1,679 | 0.88% | 0.88% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 48,424 | 1,668 | 0.16% | — | 64 | +48,424 | New | Q3 2026 | Oct 19, 2026 |
| Detalus Advisors, LLC | History | Added to | 47,302 | 1,630 | 0.32% | 0.22% | 65 | +14,114 | 42.53% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 46,227 | 1,592 | 0.02% | — | 66 | +46,227 | New | Q3 2026 | Oct 23, 2026 |
| Invst, LLC | History | No change | 44,997 | 1,522 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 44,403 | 1,502 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 43,410 | 1,495 | 0.2% | 0.32% | 69 | +1,131 | 2.68% | Q3 2026 | Nov 04, 2026 |
| RDA Financial Network | History | Added to | 39,898 | 1,374 | 0.3% | 0.15% | 70 | +18,985 | 90.78% | Q3 2026 | Oct 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 39,514 | 1,361 | 0.14% | 0.14% | 71 | -575 | -1.43% | Q3 2026 | Oct 16, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 39,425 | 1,344 | 0.27% | 0.27% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Advisors Network LLC | History | Added to | 38,501 | 1,326 | 0.06% | 0.06% | 73 | +2,505 | 6.96% | Q3 2026 | Oct 20, 2026 |
| Embree Financial Group | History | Added to | 37,899 | 1,305 | 0.13% | 0.12% | 74 | +1,116 | 3.03% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 36,176 | 1,246 | 0.04% | 0.08% | 75 | -31,288 | -46.38% | Q3 2026 | Oct 23, 2026 |
| Bauman Advisory Group, LLC | History | New | 33,287 | 1,147 | 0.57% | — | 76 | +33,287 | New | Q3 2026 | Oct 29, 2026 |
| OPTIMA CAPITAL LLC | History | New | 30,100 | 1,037 | 0.41% | — | 77 | +30,100 | New | Q3 2026 | Oct 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,456 | 1,030 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 30,408 | 1,028 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 27,639 | 935 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,527 | 931 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 27,238 | 921 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 25,693 | 885 | 0.53% | 0.52% | 83 | +1,803 | 7.55% | Q3 2026 | Oct 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,560 | 864 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shepherd Financial Partners LLC | History | New | 23,666 | 815 | 0.07% | — | 85 | +23,666 | New | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,724 | 783 | 0.01% | 0.01% | 86 | +6,322 | 38.54% | Q3 2026 | Oct 28, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 21,465 | 739 | 0.23% | 0.28% | 87 | -5,079 | -19.13% | Q3 2026 | Nov 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 21,425 | 738 | 0.01% | 0.01% | 89 | +5,413 | 33.81% | Q3 2026 | Oct 21, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 21,428 | 738 | 0.02% | 0.02% | 88 | +2,567 | 13.61% | Q3 2026 | Oct 07, 2026 |
| PMG Family Office LLC | History | Added to | 20,815 | 717 | 0.66% | 0.62% | 91 | +771 | 3.85% | Q3 2026 | Oct 19, 2026 |
| NorthRock Partners, LLC | History | No change | 21,213 | 717 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 20,643 | 698 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,295 | 686 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20,261 | 685 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| V2 Financial group LLC | History | No change | 19,943 | 674 | 0.25% | 0.25% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 19,546 | 673 | 0.35% | 0.33% | 96 | +488 | 2.56% | Q3 2026 | Oct 20, 2026 |
| Asset One Wealth Management LLC | History | New | 19,202 | 661 | 0.06% | — | 97 | +19,202 | New | Q3 2026 | Nov 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,442 | 657 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 18,576 | 628 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 17,700 | 609 | 0.11% | 0.1% | 100 | +500 | 2.91% | Q3 2026 | Oct 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 17,772 | 601 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GeoWealth Management, LLC | History | No change | 17,559 | 593 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 17,327 | 586 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,531 | 525 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 15,020 | 517 | 0.0% | 0.0% | 105 | +160 | 1.08% | Q3 2026 | Nov 02, 2026 |
| Security Financial Services, INC. | History | Reduced | 14,968 | 515 | 0.07% | 0.07% | 106 | -913 | -5.75% | Q3 2026 | Oct 29, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 15,046 | 509 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 15,027 | 508 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 14,738 | 507 | 0.01% | 0.0% | 109 | +6,902 | 88.08% | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 14,900 | 504 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,561 | 492 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,729 | 473 | 0.04% | 0.0% | 112 | +13,049 | 1918.97% | Q3 2026 | Nov 02, 2026 |
| High Net Worth Advisory Group LLC | History | New | 13,225 | 455 | 0.1% | — | 114 | +13,225 | New | Q3 2026 | Oct 26, 2026 |
| Two West Capital Advisors LLC | History | Added to | 13,223 | 455 | 0.23% | 0.22% | 113 | +328 | 2.54% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,125 | 452 | 0.01% | 0.01% | 115 | +209 | 1.62% | Q3 2026 | Nov 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,084 | 450 | 0.02% | 0.02% | 116 | -279 | -2.09% | Q3 2026 | Oct 22, 2026 |
| Wealth Quarterback LLC | History | Reduced | 12,971 | 446 | 0.14% | 0.16% | 117 | -1,932 | -12.96% | Q3 2026 | Oct 20, 2026 |
| Fortis Advisors, LLC | History | No change | 13,108 | 443 | 0.21% | 0.21% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 12,363 | 426 | 0.04% | 0.04% | 119 | -2 | -0.02% | Q3 2026 | Oct 16, 2026 |
| Encompass More Asset Management | History | Reduced | 12,045 | 415 | 0.06% | 0.07% | 120 | -1,734 | -12.58% | Q3 2026 | Oct 16, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 11,989 | 413 | 0.09% | 0.08% | 122 | +1,285 | 12.0% | Q3 2026 | Oct 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,215 | 413 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 12,207 | 394 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,058 | 381 | 0.01% | 0.0% | 124 | +2,705 | 32.38% | Q3 2026 | Oct 22, 2026 |
| Vision Retirement, LLC | History | No change | 11,121 | 376 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,028 | 373 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,670 | 367 | 0.0% | 0.01% | 127 | -25,958 | -70.87% | Q3 2026 | Oct 16, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 10,553 | 357 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,088 | 347 | 0.0% | 0.0% | 129 | +1,822 | 22.04% | Q3 2026 | Oct 30, 2026 |
| LifeGoal Investments, LLC | History | Added to | 10,034 | 345 | 0.11% | 0.15% | 130 | +35 | 0.35% | Q3 2026 | Oct 08, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 9,522 | 328 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,503 | 321 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 9,280 | 319 | 0.46% | 0.35% | 133 | +2,508 | 37.03% | Q3 2026 | Oct 19, 2026 |
| UNIQUE WEALTH, LLC | History | New | 9,170 | 315 | 0.04% | — | 134 | +9,170 | New | Q3 2026 | Oct 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,836 | 304 | 0.03% | 0.03% | 135 | +6 | 0.07% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,634 | 297 | 0.0% | — | 136 | +8,634 | New | Q3 2026 | Nov 02, 2026 |
| West Wealth Group, LLC | History | Added to | 8,256 | 284 | 0.04% | 0.05% | 137 | +2 | 0.02% | Q3 2026 | Oct 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 8,300 | 280 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 8,272 | 279 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | No change | 8,040 | 277 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Apollon Financial, LLC | History | New | 8,000 | 275 | 0.03% | — | 141 | +8,000 | New | Q3 2026 | Oct 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 8,038 | 271 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Town Capital LLC | History | Added to | 7,836 | 270 | 0.17% | 0.16% | 143 | +421 | 5.68% | Q3 2026 | Nov 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 7,789 | 268 | 0.05% | 0.05% | 144 | -25 | -0.32% | Q3 2026 | Oct 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 7,747 | 266 | 0.03% | 0.03% | 145 | +8 | 0.1% | Q3 2026 | Nov 03, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 7,091 | 244 | 0.1% | — | 146 | +7,091 | New | Q3 2026 | Oct 22, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 7,000 | 241 | 0.1% | 0.09% | 147 | -11 | -0.16% | Q3 2026 | Oct 28, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | New | 6,704 | 231 | 0.08% | — | 148 | +6,704 | New | Q3 2026 | Oct 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,646 | 229 | 0.02% | 0.03% | 149 | -2,301 | -25.72% | Q3 2026 | Oct 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,500 | 223 | 0.02% | — | 151 | +6,500 | New | Q3 2026 | Oct 26, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 6,499 | 223 | 0.14% | 0.14% | 150 | +102 | 1.59% | Q3 2026 | Oct 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,277 | 212 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,870 | 202 | 0.0% | 0.0% | 153 | -125 | -2.09% | Q3 2026 | Nov 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,890 | 202 | 0.19% | 0.19% | 154 | -78 | -1.31% | Q3 2026 | Oct 20, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,842 | 201 | 0.0% | — | 155 | +5,842 | New | Q3 2026 | Oct 21, 2026 |
| Estate Counselors, LLC | History | No change | 5,913 | 200 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harborfront Financial Group LLC | History | No change | 5,456 | 184 | 0.69% | 0.69% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,025 | 173 | 0.0% | 0.0% | 158 | +631 | 14.36% | Q3 2026 | Oct 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4,796 | 162 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 3,843 | 132 | 0.0% | 0.0% | 160 | -205 | -5.06% | Q3 2026 | Oct 30, 2026 |
| SHP Wealth Management | History | No change | 3,877 | 131 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Added to | 3,497 | 120 | 0.02% | 0.01% | 162 | +1,514 | 76.35% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,098 | 104 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,675 | 90 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,440 | 82 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 2,269 | 76 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Essential Investment Partners LLC | History | No change | 2,192 | 75 | 0.05% | 0.06% | 167 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 2,168 | 74 | 0.0% | 0.0% | 168 | +1,338 | 161.2% | Q3 2026 | Oct 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,798 | 60 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,638 | 55 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 1,573 | 54 | 0.0% | 0.0% | 171 | +465 | 41.97% | Q3 2026 | Nov 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,528 | 52 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Point Wealth Management, LLC | History | New | 1,408 | 48 | 0.04% | — | 174 | +1,408 | New | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,445 | 48 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,200 | 40 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| West Branch Capital LLC | History | New | 1,011 | 34 | 0.01% | — | 176 | +1,011 | New | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | New | 820 | 28 | 0.0% | — | 177 | +820 | New | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 789 | 27 | 0.0% | 0.0% | 178 | +300 | 61.35% | Q3 2026 | Oct 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 803 | 27 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | New | 756 | 26 | 0.0% | — | 180 | +756 | New | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 444 | 15 | 0.0% | 0.0% | 181 | +114 | 34.55% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 329 | 11 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 281 | 9 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 244 | 8 | 0.01% | — | 185 | +244 | New | Q3 2026 | Oct 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 218 | 7 | 0.0% | 0.0% | 186 | +102 | 87.93% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 151 | 5 | 0.0% | 0.0% | 188 | +3 | 2.03% | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Dedication, LLC | History | New | 87 | 2 | 0.0% | — | 192 | +87 | New | Q3 2026 | Nov 02, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 35 | 1 | 0.0% | — | 194 | +35 | New | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 17 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Colonial Trust Co / SC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |