BlackRock ETF Trust - BLCR
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.
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| 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 | 40,809,147 | 2,055,555 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 14,922,976 | 751,670 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 8,463,008 | 426,281 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,837,189 | 291,392 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,087,674 | 249,093 | 1.52% | 1.16% | 5 | +1,402,900 | 38.07% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 4,589,028 | 231,149 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,450,085 | 173,780 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,426,293 | 172,582 | 0.83% | 0.83% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 2,644,524 | 133,204 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,472,059 | 124,517 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,069,473 | 104,239 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,015,401 | 101,515 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JB Capital LLC | History | Added to | 1,858,793 | 91,006 | 3.11% | 2.41% | 13 | +479,436 | 34.76% | Q3 2026 | Oct 19, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,484,085 | 74,753 | 0.63% | 0.63% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,176,984 | 59,284 | 0.27% | 0.27% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,189,855 | 58,255 | 0.08% | 0.05% | 16 | +393,989 | 49.5% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,108,317 | 55,825 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 936,830 | 47,226 | 0.26% | 0.26% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 891,956 | 44,860 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 868,266 | 43,734 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | Added to | 884,021 | 43,281 | 1.3% | 0.71% | 21 | +411,087 | 86.92% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 829,373 | 41,780 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 762,311 | 37,322 | 0.36% | 0.29% | 23 | +191,229 | 33.49% | Q3 2026 | Oct 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 726,336 | 35,561 | 0.3% | 0.13% | 24 | +498,195 | 218.37% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 650,468 | 31,846 | 0.04% | 0.03% | 25 | +200,515 | 44.56% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 627,564 | 30,726 | 0.07% | 0.05% | 26 | +192,998 | 44.41% | Q3 2026 | Nov 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 619,991 | 30,354 | 4.32% | — | 27 | +619,991 | New | Q3 2026 | Oct 08, 2026 |
| Goldstein Advisors, LLC | History | Added to | 618,552 | 30,284 | 2.68% | 2.18% | 28 | +145,812 | 30.84% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 581,949 | 29,312 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 524,753 | 26,431 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 516,995 | 25,312 | 0.07% | 0.03% | 31 | +330,452 | 177.15% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 494,328 | 24,899 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 479,110 | 24,132 | 1.45% | 1.45% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 408,780 | 20,590 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 407,129 | 20,507 | 0.44% | 0.44% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | Added to | 412,104 | 20,176 | 1.72% | 1.16% | 36 | +143,842 | 53.62% | Q3 2026 | Oct 16, 2026 |
| Sharkey, Howes & Javer | History | Added to | 409,961 | 20,071 | 2.42% | 2.43% | 37 | +9,587 | 2.39% | Q3 2026 | Oct 22, 2026 |
| Stone House Investment Management, LLC | History | Added to | 408,185 | 19,984 | 2.6% | 2.03% | 38 | +105,476 | 34.84% | Q3 2026 | Oct 23, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 405,503 | 19,853 | 1.79% | 1.36% | 39 | +108,932 | 36.73% | Q3 2026 | Oct 19, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 390,802 | 19,133 | 2.49% | 1.82% | 40 | +115,373 | 41.89% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 370,215 | 18,458 | 0.03% | 0.01% | 41 | +200,485 | 118.12% | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 335,997 | 16,450 | 0.27% | 0.26% | 42 | +28,069 | 9.12% | Q3 2026 | Oct 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 318,820 | 15,803 | 0.24% | 0.13% | 43 | +162,753 | 104.28% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 318,820 | 15,803 | 0.24% | 0.13% | 44 | +162,753 | 104.28% | Q3 2026 | Oct 20, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 316,617 | 15,501 | 1.5% | 1.13% | 45 | +94,926 | 42.82% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 306,365 | 14,999 | 0.11% | 0.08% | 46 | +102,240 | 50.09% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 296,803 | 14,949 | 0.3% | 0.3% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 291,470 | 14,681 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 287,976 | 14,505 | 0.11% | 0.11% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | Added to | 292,960 | 14,343 | 1.91% | 1.11% | 50 | +134,186 | 84.51% | Q3 2026 | Oct 29, 2026 |
| Trek Financial, LLC | History | Added to | 284,750 | 13,941 | 0.65% | 0.48% | 51 | +91,933 | 47.68% | Q3 2026 | Oct 29, 2026 |
| &PARTNERS | History | No change | 266,318 | 13,561 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 276,493 | 13,537 | 2.24% | 1.5% | 53 | +90,736 | 48.85% | Q3 2026 | Oct 13, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 262,154 | 13,204 | 1.15% | 1.15% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 265,476 | 12,997 | 0.32% | 0.34% | 55 | +2,542 | 0.97% | Q3 2026 | Oct 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 256,317 | 12,910 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 248,810 | 12,532 | 1.03% | 1.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 254,461 | 12,458 | 2.69% | 1.76% | 58 | +91,179 | 55.84% | Q3 2026 | Oct 20, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 246,329 | 12,060 | 3.26% | 1.99% | 59 | +101,179 | 69.71% | Q3 2026 | Oct 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 242,907 | 11,892 | 0.36% | 0.36% | 60 | +14,711 | 6.45% | Q3 2026 | Oct 29, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 234,584 | 11,839 | 1.4% | 1.04% | 61 | +66,625 | 39.67% | Q3 2026 | Oct 21, 2026 |
| SWMG, LLC | History | Added to | 239,766 | 11,607 | 2.54% | 2.1% | 62 | +61,124 | 34.22% | Q3 2026 | Oct 23, 2026 |
| One Wealth Advisors, LLC | History | No change | 225,726 | 11,369 | 1.26% | 1.26% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 227,238 | 11,125 | 0.17% | 0.1% | 64 | +98,816 | 76.95% | Q3 2026 | Oct 22, 2026 |
| Capital Analysts, LLC | History | No change | 216,925 | 10,927 | 0.25% | 0.25% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Detalus Advisors, LLC | History | Added to | 219,543 | 10,748 | 2.12% | 1.56% | 66 | +60,493 | 38.03% | Q3 2026 | Oct 15, 2026 |
| PAX Financial Group, LLC | History | No change | 209,573 | 10,556 | 1.57% | 1.57% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 208,954 | 10,525 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keystone Financial Services | History | No change | 202,072 | 10,178 | 2.62% | 2.62% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Added to | 206,445 | 10,107 | 0.1% | 0.08% | 70 | +46,764 | 29.29% | Q3 2026 | Oct 22, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 197,016 | 9,923 | 0.83% | 0.83% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Management, LLC | History | Added to | 201,629 | 9,871 | 3.11% | 2.26% | 72 | +70,072 | 53.26% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 197,823 | 9,685 | 0.02% | 0.01% | 73 | +57,368 | 40.84% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 195,021 | 9,548 | 0.19% | 0.15% | 74 | +56,196 | 40.48% | Q3 2026 | Nov 02, 2026 |
| Beacon Capital Management, LLC | History | Added to | 187,764 | 9,192 | 1.28% | 0.68% | 75 | +94,977 | 102.36% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 179,157 | 9,024 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 175,876 | 8,858 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Embree Financial Group | History | Added to | 179,523 | 8,789 | 0.86% | 0.83% | 78 | +13,977 | 8.44% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 171,662 | 8,646 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 170,065 | 8,566 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 174,830 | 8,559 | 0.25% | 0.13% | 81 | +97,348 | 125.64% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 173,063 | 8,473 | 0.06% | 0.05% | 82 | +47,496 | 37.83% | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 170,230 | 8,334 | 0.09% | 0.05% | 83 | +82,326 | 93.65% | Q3 2026 | Oct 30, 2026 |
| Kilter Group LLC | History | No change | 163,657 | 8,243 | 2.99% | 2.99% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Group LLC | History | No change | 162,345 | 8,177 | 0.92% | 0.92% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 15 Wealth Advisors LLC | History | New | 166,564 | 8,156 | 2.04% | — | 86 | +166,564 | New | Q3 2026 | Oct 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 166,507 | 8,152 | 1.85% | 1.32% | 87 | +53,135 | 46.87% | Q3 2026 | Nov 03, 2026 |
| Claro Advisors Inc. | History | Added to | 165,224 | 8,089 | 0.79% | 0.53% | 88 | +65,103 | 65.02% | Q3 2026 | Nov 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 161,247 | 7,894 | 0.21% | 0.14% | 89 | +60,044 | 59.33% | Q3 2026 | Oct 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 156,435 | 7,879 | 0.41% | 0.41% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 154,945 | 7,586 | 0.08% | 0.06% | 91 | +41,188 | 36.21% | Q3 2026 | Oct 15, 2026 |
| Keystone Financial Group | History | No change | 149,088 | 7,509 | 0.45% | 0.45% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TSA Wealth Managment LLC | History | Added to | 150,098 | 7,348 | 2.06% | 1.56% | 93 | +40,566 | 37.04% | Q3 2026 | Oct 22, 2026 |
| Rothschild Wealth LLC | History | No change | 139,490 | 7,026 | 0.56% | 0.56% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 140,801 | 6,893 | 0.08% | 0.07% | 95 | +31,404 | 28.71% | Q3 2026 | Oct 23, 2026 |
| Town Capital LLC | History | Added to | 136,861 | 6,700 | 4.28% | 2.58% | 96 | +56,202 | 69.68% | Q3 2026 | Nov 03, 2026 |
| Apeiron RIA LLC | History | Added to | 135,624 | 6,697 | 1.52% | 1.1% | 97 | +50,468 | 59.27% | Q3 2026 | Oct 08, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 130,060 | 6,564 | 3.31% | 3.66% | 98 | +2,795 | 2.2% | Q3 2026 | Oct 16, 2026 |
| Invst, LLC | History | No change | 130,269 | 6,561 | 0.64% | 0.64% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 133,540 | 6,538 | 2.63% | 1.96% | 100 | +40,377 | 43.34% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 130,572 | 6,392 | 0.12% | 0.11% | 101 | +17,168 | 15.14% | Q3 2026 | Oct 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 125,519 | 6,145 | 0.19% | 0.12% | 102 | +47,518 | 60.92% | Q3 2026 | Oct 14, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 121,174 | 5,932 | 3.88% | 2.31% | 103 | +51,980 | 75.12% | Q3 2026 | Oct 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 120,062 | 5,896 | 0.41% | 0.26% | 104 | +46,417 | 63.03% | Q3 2026 | Oct 30, 2026 |
| Steelhead Wealth Management LLC | History | No change | 112,715 | 5,677 | 2.29% | 2.29% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 112,699 | 5,676 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 112,248 | 5,653 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Financial Group LLC | History | New | 114,011 | 5,581 | 1.56% | — | 108 | +114,011 | New | Q3 2026 | Oct 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 113,105 | 5,537 | 1.7% | 1.69% | 109 | +6,468 | 6.07% | Q3 2026 | Oct 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 113,011 | 5,533 | 0.5% | 0.34% | 110 | +39,638 | 54.02% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 109,509 | 5,515 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 107,818 | 5,430 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Able Wealth Management LLC | History | Added to | 107,973 | 5,408 | 1.19% | 0.85% | 113 | +34,092 | 46.14% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 104,152 | 5,246 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 103,762 | 5,226 | 1.26% | 1.26% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 105,934 | 5,173 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 102,111 | 5,143 | 0.79% | 0.79% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 101,674 | 5,121 | 1.16% | 1.16% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 104,463 | 5,114 | 3.44% | 2.67% | 119 | +26,128 | 33.35% | Q3 2026 | Nov 03, 2026 |
| Vertex Planning Partners, LLC | History | No change | 101,223 | 5,098 | 0.76% | 0.76% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 103,320 | 5,058 | 0.23% | 0.11% | 121 | +55,269 | 115.02% | Q3 2026 | Oct 20, 2026 |
| BCGM Wealth Management, LLC | History | No change | 99,030 | 4,988 | 1.05% | 1.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 101,066 | 4,948 | 0.12% | 0.12% | 123 | +11,925 | 13.38% | Q3 2026 | Oct 07, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 100,375 | 4,914 | 4.03% | 3.54% | 124 | +17,234 | 20.73% | Q3 2026 | Oct 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 97,268 | 4,899 | 1.36% | 1.36% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 95,211 | 4,796 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 94,310 | 4,750 | 0.41% | 0.41% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 96,067 | 4,703 | 1.34% | 1.26% | 128 | +7,998 | 9.08% | Q3 2026 | Oct 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 95,490 | 4,675 | 1.75% | 1.16% | 129 | +13,668 | 16.7% | Q3 2026 | Oct 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 95,444 | 4,672 | 0.14% | 0.13% | 130 | +7,347 | 8.34% | Q3 2026 | Oct 27, 2026 |
| Newport Capital Group, LLC | History | New | 93,244 | 4,610 | 3.09% | — | 131 | +93,244 | New | Q3 2026 | Oct 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 90,380 | 4,552 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 90,297 | 4,548 | 0.27% | 0.27% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWP FINANCIAL LLC | History | Added to | 89,384 | 4,376 | 2.02% | 1.54% | 134 | +23,209 | 35.07% | Q3 2026 | Oct 23, 2026 |
| Peak Wealth Management LLC | History | Added to | 88,053 | 4,340 | 2.96% | 2.95% | 135 | +4,617 | 5.53% | Q3 2026 | Oct 26, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 85,096 | 4,286 | 0.38% | 0.38% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 86,563 | 4,238 | 2.71% | 2.06% | 137 | +22,771 | 35.7% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 84,832 | 4,153 | 0.07% | 0.06% | 138 | +13,703 | 19.26% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 82,069 | 4,133 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 81,569 | 4,108 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 83,242 | 4,075 | 0.41% | 0.28% | 141 | +26,987 | 47.97% | Q3 2026 | Oct 14, 2026 |
| Balefire, LLC | History | Added to | 82,875 | 4,057 | 0.64% | 0.38% | 143 | +36,721 | 79.56% | Q3 2026 | Oct 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 80,564 | 4,057 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 80,024 | 4,030 | 1.15% | 1.15% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 82,077 | 4,018 | 0.93% | 0.69% | 145 | +27,439 | 50.22% | Q3 2026 | Oct 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 81,704 | 4,000 | 0.38% | 0.33% | 146 | +18,001 | 28.26% | Q3 2026 | Oct 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 79,233 | 3,990 | 0.97% | 0.97% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 78,804 | 3,969 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 78,446 | 3,945 | 0.49% | 0.39% | 149 | +16,310 | 26.25% | Q3 2026 | Oct 16, 2026 |
| Advyzon Investment Management, LLC | History | No change | 78,260 | 3,941 | 0.29% | 0.29% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 77,831 | 3,920 | 0.67% | 0.67% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 76,467 | 3,851 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 75,051 | 3,780 | 0.5% | 0.5% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M1 Capital Management LLC | History | No change | 74,695 | 3,762 | 1.39% | 1.39% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 76,075 | 3,724 | 0.95% | 0.68% | 155 | +24,017 | 46.14% | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 73,783 | 3,716 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 72,151 | 3,532 | 0.82% | 0.77% | 157 | +7,196 | 11.08% | Q3 2026 | Oct 19, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 69,919 | 3,521 | 0.79% | 0.79% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lantz Financial LLC | History | Added to | 71,453 | 3,498 | 0.64% | 0.52% | 159 | +14,679 | 25.86% | Q3 2026 | Oct 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 68,871 | 3,469 | 2.94% | 2.94% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 68,950 | 3,375 | 0.18% | 0.13% | 161 | +19,709 | 40.03% | Q3 2026 | Nov 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 66,000 | 3,324 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 65,652 | 3,306 | 0.32% | 0.32% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 65,073 | 3,277 | 1.81% | 1.81% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 66,497 | 3,255 | 2.69% | 1.98% | 165 | +19,942 | 42.84% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 64,456 | 3,246 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Schwallier Wealth Management LLC | History | No change | 63,785 | 3,212 | 2.03% | 2.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 64,558 | 3,160 | 1.8% | 1.09% | 168 | +25,705 | 66.16% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 64,041 | 3,135 | 0.09% | 0.06% | 169 | +25,137 | 64.61% | Q3 2026 | Oct 08, 2026 |
| Maia Wealth LLC | History | Added to | 63,689 | 3,118 | 0.43% | 0.24% | 170 | +31,513 | 97.94% | Q3 2026 | Oct 19, 2026 |
| Mutual Advisors, LLC | History | No change | 60,202 | 3,032 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 72,870 | 2,992 | 1.7% | 1.7% | 172 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EQ LLC | History | No change | 58,505 | 2,946 | 0.72% | 0.72% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset One Wealth Management LLC | History | New | 59,796 | 2,927 | 0.25% | — | 174 | +59,796 | New | Q3 2026 | Nov 02, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 57,298 | 2,886 | 1.29% | 1.29% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 58,885 | 2,883 | 1.52% | 0.98% | 176 | +23,468 | 66.26% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | Added to | 57,907 | 2,835 | 0.14% | 0.13% | 177 | +5,323 | 10.12% | Q3 2026 | Oct 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 57,900 | 2,834 | 0.82% | 0.6% | 178 | +14,043 | 32.02% | Q3 2026 | Oct 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 68,516 | 2,813 | 0.35% | 0.35% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Skyline Advisors, Inc. | History | No change | 55,240 | 2,782 | 0.87% | 0.87% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 55,231 | 2,781 | 0.53% | 0.53% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 54,486 | 2,744 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 53,657 | 2,702 | 1.46% | 1.46% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 54,848 | 2,685 | 0.43% | 0.5% | 184 | -8,147 | -12.93% | Q3 2026 | Oct 15, 2026 |
| NOVEM GROUP | History | Added to | 54,782 | 2,682 | 0.27% | 0.05% | 185 | +45,105 | 466.11% | Q3 2026 | Oct 19, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 52,440 | 2,641 | 0.91% | 0.91% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | No change | 51,935 | 2,615 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 52,320 | 2,561 | 1.34% | 0.3% | 188 | +45,141 | 628.79% | Q3 2026 | Oct 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 50,145 | 2,515 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthPoint Financial, LLC | History | Added to | 50,445 | 2,469 | 1.76% | 1.38% | 190 | +12,793 | 33.98% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 48,985 | 2,467 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 49,893 | 2,445 | 0.26% | 0.36% | 192 | +881 | 1.8% | Q3 2026 | Oct 26, 2026 |
| Chatterton & Associates Inc. | History | No change | 48,792 | 2,432 | 1.43% | 1.43% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Added to | 49,559 | 2,426 | 0.03% | 0.03% | 194 | +11,686 | 30.86% | Q3 2026 | Nov 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 49,322 | 2,414 | 0.12% | 0.08% | 195 | +16,197 | 48.9% | Q3 2026 | Oct 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 48,974 | 2,397 | 0.77% | 0.65% | 196 | +9,221 | 23.2% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 47,416 | 2,388 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 48,555 | 2,377 | 0.72% | 0.23% | 198 | +34,287 | 240.31% | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 46,438 | 2,339 | 0.24% | 0.24% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 46,350 | 2,334 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THEORY FINANCIAL LLC | History | No change | 46,213 | 2,327 | 0.73% | 0.73% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 4J Wealth Management LLC | History | Added to | 47,171 | 2,309 | 1.07% | 0.94% | 202 | +8,976 | 23.5% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | New | 47,143 | 2,308 | 0.02% | — | 203 | +47,143 | New | Q3 2026 | Oct 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 47,618 | 2,307 | 1.21% | 1.21% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 45,492 | 2,291 | 2.15% | 2.15% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 46,701 | 2,286 | 0.44% | 0.3% | 206 | +16,437 | 54.31% | Q3 2026 | Oct 14, 2026 |
| Redwood Investment Management, LLC | History | No change | 44,483 | 2,241 | 0.22% | 0.22% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 45,622 | 2,233 | 0.54% | 0.22% | 208 | +27,636 | 153.65% | Q3 2026 | Oct 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 44,886 | 2,197 | 1.17% | 1.1% | 209 | +3,505 | 8.47% | Q3 2026 | Oct 20, 2026 |
| Hopwood Nicholas Hunter | History | No change | 43,318 | 2,181 | 0.6% | 0.6% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 43,903 | 2,149 | 0.2% | 0.22% | 211 | +2,591 | 6.27% | Q3 2026 | Nov 02, 2026 |
| XY Planning Network, Inc. | History | Added to | 43,689 | 2,139 | 0.23% | 0.22% | 212 | +9,063 | 26.17% | Q3 2026 | Oct 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 43,207 | 2,115 | 0.39% | 0.28% | 213 | +13,795 | 46.9% | Q3 2026 | Oct 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 43,106 | 2,110 | 0.57% | 0.42% | 214 | +12,280 | 39.84% | Q3 2026 | Oct 26, 2026 |
| ZENITH SOLUTIONS, INC. | History | Added to | 42,546 | 2,083 | 1.85% | 1.47% | 215 | +10,300 | 31.94% | Q3 2026 | Oct 19, 2026 |
| Argent Trust Co | History | No change | 41,017 | 2,066 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 41,395 | 2,026 | 0.08% | 0.07% | 217 | +13,449 | 48.12% | Q3 2026 | Oct 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 40,129 | 2,021 | 1.15% | 1.15% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,510 | 1,990 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 40,199 | 1,968 | 0.07% | 0.08% | 220 | -1,990 | -4.72% | Q3 2026 | Oct 26, 2026 |
| Bedminster, LLC | History | No change | 36,852 | 1,856 | 1.59% | 1.59% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Advisory Services, LLC | History | New | 37,760 | 1,848 | 1.33% | — | 222 | +37,760 | New | Q3 2026 | Oct 20, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 36,470 | 1,836 | 0.29% | 0.29% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 36,459 | 1,836 | 1.19% | 1.19% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 35,384 | 1,782 | 0.82% | 0.82% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 35,252 | 1,775 | 0.61% | 0.61% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advus Financial Partners, LLC | History | Added to | 34,895 | 1,708 | 0.48% | 0.17% | 227 | +22,721 | 186.64% | Q3 2026 | Oct 20, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 34,325 | 1,680 | 0.54% | 0.47% | 228 | +5,950 | 20.97% | Q3 2026 | Oct 16, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 33,342 | 1,679 | 1.3% | 1.3% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,496 | 1,636 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,920 | 1,611 | 0.11% | 0.08% | 231 | +8,618 | 35.46% | Q3 2026 | Oct 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 32,557 | 1,593 | 0.97% | 0.72% | 232 | +9,483 | 41.1% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 31,190 | 1,571 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 31,306 | 1,536 | 0.76% | 0.52% | 234 | +9,927 | 46.43% | Q3 2026 | Oct 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 31,325 | 1,533 | 0.16% | 0.13% | 235 | +5,659 | 22.05% | Q3 2026 | Oct 29, 2026 |
| Ascentis Independent Advisors | History | Added to | 31,027 | 1,519 | 0.09% | 0.08% | 236 | +30,436 | 5149.92% | Q3 2026 | Nov 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 30,740 | 1,505 | 0.03% | 0.02% | 237 | +6,290 | 25.73% | Q3 2026 | Oct 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 29,789 | 1,500 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hoese & Co LLP | History | Added to | 30,183 | 1,477 | 0.97% | 0.98% | 239 | +357 | 1.2% | Q3 2026 | Oct 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 28,847 | 1,455 | 0.09% | 0.08% | 240 | +3,597 | 14.25% | Q3 2026 | Oct 19, 2026 |
| J.M. Arbour, LLC | History | No change | 27,869 | 1,403 | 1.21% | 1.21% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 28,090 | 1,375 | 0.65% | 0.52% | 242 | +6,622 | 30.85% | Q3 2026 | Oct 20, 2026 |
| SMART Wealth LLC | History | No change | 27,248 | 1,372 | 0.3% | 0.3% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 27,060 | 1,363 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 26,827 | 1,313 | 0.41% | 0.3% | 245 | +8,100 | 43.25% | Q3 2026 | Oct 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 25,882 | 1,267 | 0.06% | 0.05% | 246 | +5,334 | 25.96% | Q3 2026 | Oct 14, 2026 |
| Wavvest Wealth LLC | History | New | 25,431 | 1,245 | 1.0% | — | 247 | +25,431 | New | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 25,294 | 1,238 | 0.06% | 0.05% | 248 | +6,036 | 31.34% | Q3 2026 | Nov 03, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 24,898 | 1,219 | 0.68% | 0.52% | 249 | +6,385 | 34.49% | Q3 2026 | Nov 03, 2026 |
| WNY Asset Management, LLC | History | No change | 24,148 | 1,216 | 0.11% | 0.11% | 250 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Management, Inc. | History | No change | 24,033 | 1,210 | 0.37% | 0.37% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 24,521 | 1,200 | 0.67% | 0.5% | 252 | +7,303 | 42.41% | Q3 2026 | Oct 27, 2026 |
| W ADVISORS, LLC | History | Added to | 24,364 | 1,192 | 0.52% | 0.39% | 253 | +7,168 | 41.68% | Q3 2026 | Nov 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 23,576 | 1,154 | 0.44% | 0.23% | 254 | +11,958 | 102.93% | Q3 2026 | Nov 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,623 | 1,139 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 22,345 | 1,125 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 22,669 | 1,109 | 0.62% | 0.47% | 257 | +6,577 | 40.87% | Q3 2026 | Nov 02, 2026 |
| NWF Advisory Services Inc. | History | Added to | 22,306 | 1,092 | 0.1% | 0.09% | 258 | +3,435 | 18.2% | Q3 2026 | Oct 19, 2026 |
| 5T Wealth, LLC | History | No change | 21,673 | 1,091 | 0.41% | 0.41% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RDA Financial Network | History | Added to | 22,060 | 1,080 | 0.24% | 0.18% | 260 | +5,750 | 35.25% | Q3 2026 | Oct 15, 2026 |
| WealthTrak Capital Management LLC | History | No change | 21,284 | 1,072 | 0.71% | 0.71% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 21,835 | 1,069 | 0.25% | 0.23% | 262 | +4,026 | 22.61% | Q3 2026 | Nov 02, 2026 |
| GatePass Capital, LLC | History | No change | 20,980 | 1,056 | 0.4% | 0.4% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 21,124 | 1,034 | 0.2% | 0.11% | 264 | +9,743 | 85.61% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Added to | 20,791 | 1,017 | 0.03% | 0.02% | 265 | +2,785 | 15.47% | Q3 2026 | Oct 23, 2026 |
| EFG International AG | History | No change | 20,058 | 1,010 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 19,745 | 994 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,170 | 987 | 0.04% | 0.04% | 268 | +4,932 | 32.37% | Q3 2026 | Oct 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 19,048 | 959 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Management | History | Added to | 19,555 | 957 | 0.94% | 0.61% | 270 | +8,164 | 71.67% | Q3 2026 | Oct 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 18,966 | 955 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 18,827 | 948 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 18,825 | 948 | 0.14% | 0.14% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 19,124 | 936 | 0.4% | 0.3% | 274 | +6,183 | 47.78% | Q3 2026 | Oct 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 18,350 | 924 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 18,869 | 923 | 0.23% | 0.12% | 276 | +9,761 | 107.17% | Q3 2026 | Oct 28, 2026 |
| Vantus Wealth LLC | History | No change | 18,154 | 914 | 0.49% | 0.49% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,132 | 913 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 18,458 | 903 | 0.61% | 0.5% | 279 | +4,848 | 35.62% | Q3 2026 | Oct 07, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 18,346 | 898 | 0.43% | 0.04% | 280 | +16,792 | 1080.57% | Q3 2026 | Oct 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 18,281 | 895 | 0.1% | 0.05% | 281 | +9,342 | 104.51% | Q3 2026 | Oct 19, 2026 |
| Semus Wealth Partners LLC | History | Added to | 18,156 | 888 | 0.4% | 0.3% | 282 | +6,010 | 49.48% | Q3 2026 | Oct 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,520 | 858 | 0.02% | 0.02% | 283 | +5,680 | 47.97% | Q3 2026 | Oct 22, 2026 |
| Plan Group Financial, LLC | History | New | 17,225 | 849 | 0.17% | — | 284 | +17,225 | New | Q3 2026 | Oct 22, 2026 |
| Key Capital Management, INC | History | Added to | 17,293 | 846 | 0.31% | 0.25% | 285 | +7,502 | 76.62% | Q3 2026 | Nov 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 17,233 | 843 | 0.16% | 0.06% | 286 | +10,868 | 170.75% | Q3 2026 | Oct 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 17,028 | 833 | 0.02% | 0.05% | 287 | -21,540 | -55.85% | Q3 2026 | Oct 08, 2026 |
| Goldstone Financial Group, LLC | History | No change | 16,143 | 813 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 15,503 | 780 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,892 | 778 | 0.01% | 0.0% | 290 | +9,414 | 145.32% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,390 | 775 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carmel Capital Partners, LLC | History | New | 15,769 | 772 | 0.28% | — | 292 | +15,769 | New | Q3 2026 | Nov 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 15,529 | 760 | 0.01% | 0.01% | 293 | +5,627 | 56.83% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14,948 | 746 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 14,806 | 745 | 0.15% | 0.15% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alta Wealth Advisors LLC | History | No change | 14,425 | 726 | 0.2% | 0.2% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 14,824 | 725 | 0.36% | 1.66% | 297 | -49,956 | -77.12% | Q3 2026 | Oct 16, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 14,808 | 725 | 0.16% | 0.11% | 298 | +5,302 | 55.78% | Q3 2026 | Oct 15, 2026 |
| FWG Investments, LLC. | History | No change | 14,372 | 723 | 0.38% | 0.38% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,225 | 716 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 14,498 | 705 | 0.12% | 0.11% | 301 | +2,889 | 24.89% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,970 | 703 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 14,246 | 697 | 0.42% | 0.45% | 304 | +284 | 2.03% | Q3 2026 | Oct 20, 2026 |
| NWAM LLC | History | No change | 13,845 | 697 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 13,845 | 697 | 0.25% | 0.25% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 13,944 | 682 | 0.28% | 0.21% | 306 | +3,941 | 39.4% | Q3 2026 | Oct 23, 2026 |
| Signature Wealth Management Partners, LLC | History | New | 13,780 | 674 | 0.29% | — | 307 | +13,780 | New | Q3 2026 | Oct 21, 2026 |
| Aspire Private Capital, LLC | History | No change | 13,203 | 665 | 0.14% | 0.14% | 308 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,127 | 661 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,451 | 658 | 0.05% | 0.03% | 310 | +5,450 | 68.12% | Q3 2026 | Oct 28, 2026 |
| M Holdings Securities, Inc. | History | No change | 13,158 | 656 | 0.09% | 0.09% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 12,716 | 640 | 0.12% | 0.12% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 13,068 | 639 | 0.16% | 0.1% | 313 | +5,772 | 79.11% | Q3 2026 | Oct 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 12,756 | 624 | 0.29% | 0.18% | 314 | +4,836 | 61.06% | Q3 2026 | Oct 26, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 12,700 | 621 | 0.37% | 0.23% | 315 | +5,712 | 81.74% | Q3 2026 | Oct 26, 2026 |
| MKT Advisors LLC | History | Added to | 12,058 | 601 | 0.19% | 0.16% | 316 | +1,843 | 18.04% | Q3 2026 | Oct 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,122 | 593 | 0.0% | 0.0% | 317 | +633 | 5.51% | Q3 2026 | Oct 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,021 | 588 | 0.18% | 0.09% | 318 | +7,731 | 180.21% | Q3 2026 | Oct 27, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,600 | 584 | 0.08% | 0.08% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 11,594 | 583 | 0.16% | 0.16% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 11,131 | 560 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | New | 11,417 | 559 | 0.44% | — | 322 | +11,417 | New | Q3 2026 | Oct 19, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,301 | 558 | 0.43% | 0.49% | 323 | -1,709 | -13.14% | Q3 2026 | Oct 07, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 11,378 | 557 | 0.8% | 0.57% | 324 | +3,981 | 53.82% | Q3 2026 | Oct 19, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 10,814 | 529 | 0.16% | 0.11% | 325 | +2,735 | 33.85% | Q3 2026 | Oct 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,477 | 527 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,687 | 523 | 0.02% | 0.01% | 327 | +2,617 | 32.43% | Q3 2026 | Oct 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 10,671 | 522 | 0.01% | — | 328 | +10,671 | New | Q3 2026 | Oct 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,607 | 519 | 0.24% | 0.23% | 329 | +875 | 8.99% | Q3 2026 | Oct 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 10,263 | 516 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BAM Wealth Management, LLC | History | New | 10,516 | 514 | 0.28% | — | 331 | +10,516 | New | Q3 2026 | Oct 15, 2026 |
| Fulcrum Equity Management | History | Added to | 10,448 | 511 | 0.41% | 0.26% | 332 | +3,438 | 49.04% | Q3 2026 | Oct 21, 2026 |
| Castleview Partners, LLC | History | Added to | 10,384 | 508 | 0.22% | 0.15% | 333 | +3,765 | 56.88% | Q3 2026 | Oct 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,332 | 505 | 0.04% | 0.03% | 334 | +2,479 | 31.57% | Q3 2026 | Oct 20, 2026 |
| PFG Investments, LLC | History | No change | 10,018 | 504 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,953 | 501 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heck Capital Advisors, LLC | History | New | 9,931 | 486 | 0.03% | — | 337 | +9,931 | New | Q3 2026 | Oct 14, 2026 |
| Lifeworks Advisors, LLC | History | No change | 9,518 | 479 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 9,751 | 477 | 0.14% | 0.13% | 339 | +1,800 | 22.64% | Q3 2026 | Oct 07, 2026 |
| GWN SECURITIES INC. | History | No change | 9,437 | 475 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Imprint Wealth LLC | History | No change | 9,397 | 473 | 1.92% | 1.92% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 9,616 | 470 | 0.44% | 0.31% | 342 | +3,007 | 45.5% | Q3 2026 | Oct 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 9,498 | 465 | 0.55% | 0.25% | 343 | +3,720 | 64.38% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 9,100 | 458 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,068 | 456 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RCS Financial Planning, LLC | History | Added to | 9,312 | 455 | 0.25% | 0.2% | 346 | +1,094 | 13.31% | Q3 2026 | Oct 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,231 | 451 | 0.16% | 0.01% | 347 | +8,667 | 1536.7% | Q3 2026 | Oct 29, 2026 |
| MSH Capital Advisors LLC | History | Added to | 9,131 | 447 | 0.07% | 0.06% | 348 | +2,141 | 30.63% | Q3 2026 | Nov 02, 2026 |
| Quartz Partners, LLC | History | Added to | 8,971 | 439 | 0.13% | 0.09% | 349 | +3,291 | 57.94% | Q3 2026 | Nov 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 8,345 | 420 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 8,267 | 416 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 8,381 | 410 | 0.46% | — | 352 | +8,381 | New | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | Added to | 8,064 | 394 | 0.01% | 0.01% | 353 | +3,121 | 63.14% | Q3 2026 | Oct 30, 2026 |
| JT Stratford LLC | History | No change | 7,746 | 390 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,741 | 389 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Capital, Inc. | History | Added to | 7,929 | 388 | 0.24% | 0.23% | 356 | +565 | 7.67% | Q3 2026 | Oct 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 7,614 | 372 | 0.06% | 0.04% | 357 | +2,180 | 40.12% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,496 | 367 | 0.01% | 0.01% | 358 | +2,166 | 40.64% | Q3 2026 | Oct 23, 2026 |
| PUREfi Wealth, LLC | History | Added to | 7,269 | 355 | 0.17% | 0.16% | 359 | +1,297 | 21.72% | Q3 2026 | Oct 19, 2026 |
| LongView Wealth Management | History | Added to | 7,215 | 353 | 0.09% | 0.08% | 360 | +1,031 | 16.67% | Q3 2026 | Oct 19, 2026 |
| Johnson Financial Group, LLC | History | Added to | 7,186 | 351 | 0.02% | 0.02% | 361 | +677 | 10.4% | Q3 2026 | Nov 03, 2026 |
| Midwest Financial Network, LLC | History | Added to | 6,965 | 340 | 0.23% | 0.21% | 362 | +949 | 15.77% | Q3 2026 | Oct 09, 2026 |
| Cadia Private Client LLC | History | No change | 6,717 | 338 | 0.24% | 0.24% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 6,577 | 331 | 0.19% | 0.19% | 364 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VestGen Investment Management | History | No change | 6,512 | 328 | 0.17% | 0.17% | 365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richmond Investment Services, LLC | History | Added to | 6,663 | 326 | 0.1% | 0.1% | 366 | +77 | 1.17% | Q3 2026 | Oct 29, 2026 |
| Atlatl Advisers LLC | History | Added to | 6,474 | 316 | 0.07% | 0.06% | 367 | +1,376 | 26.99% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,257 | 315 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arvest Bank Trust Division | History | No change | 6,129 | 308 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | No change | 6,054 | 304 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 5,834 | 293 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 5,950 | 291 | 0.0% | — | 372 | +5,950 | New | Q3 2026 | Oct 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,855 | 286 | 0.01% | 0.01% | 373 | +1,472 | 33.58% | Q3 2026 | Oct 16, 2026 |
| AA Financial Advisors, LLC | History | New | 5,723 | 280 | 0.03% | — | 374 | +5,723 | New | Q3 2026 | Oct 19, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,545 | 279 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PKS Advisory Services, LLC | History | No change | 5,409 | 272 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| StoneX Group Inc. | History | No change | 5,380 | 270 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 5,360 | 269 | 0.04% | 0.04% | 378 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 5,396 | 264 | 0.02% | 0.02% | 379 | +909 | 20.26% | Q3 2026 | Oct 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,307 | 259 | 0.11% | 0.11% | 380 | -4,492 | -45.84% | Q3 2026 | Oct 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,098 | 256 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 5,083 | 256 | 0.07% | 0.07% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 5,017 | 252 | 0.11% | 0.11% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,904 | 246 | 0.18% | 0.18% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 4,786 | 241 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 4,893 | 239 | 0.06% | — | 386 | +4,893 | New | Q3 2026 | Oct 26, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 4,596 | 231 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centennial Advisors, LLC | History | New | 4,710 | 230 | 0.27% | — | 388 | +4,710 | New | Q3 2026 | Oct 21, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,684 | 229 | 0.04% | 0.04% | 389 | -333 | -6.64% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | New | 4,643 | 227 | 0.0% | — | 390 | +4,643 | New | Q3 2026 | Nov 02, 2026 |
| FLP Wealth Management, LLC | History | No change | 4,506 | 226 | 0.4% | 0.4% | 391 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,473 | 225 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Western Wealth Management, LLC | History | No change | 4,444 | 223 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veracity Capital LLC | History | New | 4,538 | 222 | 0.06% | — | 394 | +4,538 | New | Q3 2026 | Oct 08, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,279 | 215 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 4,386 | 214 | 0.1% | 0.07% | 396 | +1,465 | 50.15% | Q3 2026 | Oct 20, 2026 |
| Cooper Financial Group | History | Added to | 4,365 | 213 | 0.02% | 0.02% | 397 | +236 | 5.72% | Q3 2026 | Oct 07, 2026 |
| ENTREWEALTH, LLC | History | Added to | 4,351 | 213 | 0.08% | 0.08% | 398 | +130 | 3.08% | Q3 2026 | Oct 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,278 | 209 | 0.0% | — | 400 | +4,278 | New | Q3 2026 | Oct 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 4,164 | 209 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequent Planning LLC | History | No change | 4,086 | 205 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 4,156 | 203 | 0.01% | — | 402 | +4,156 | New | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,708 | 186 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vision Retirement, LLC | History | No change | 3,366 | 169 | 0.04% | 0.04% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Republic Capital, LLC | History | No change | 3,185 | 160 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 2,835 | 142 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | No change | 2,414 | 121 | 0.15% | 0.15% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,077 | 104 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montgomery Financial Services LLC | History | Added to | 2,065 | 101 | 0.08% | 0.01% | 409 | +1,718 | 495.1% | Q3 2026 | Nov 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,650 | 83 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,625 | 79 | 0.06% | 0.04% | 411 | +571 | 54.17% | Q3 2026 | Nov 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,450 | 73 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,351 | 68 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 961 | 48 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 966 | 48 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 875 | 44 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 860 | 43 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 853 | 42 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 807 | 39 | 0.04% | 0.05% | 419 | -3,118 | -79.44% | Q3 2026 | Oct 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 803 | 39 | 0.03% | 0.02% | 420 | +108 | 15.54% | Q3 2026 | Oct 09, 2026 |
| UMB Private Wealth Management, LLC | History | New | 719 | 35 | 0.03% | — | 421 | +719 | New | Q3 2026 | Oct 19, 2026 |
| Cordant, Inc. | History | No change | 679 | 34 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TSFG, LLC | History | Reduced | 655 | 32 | 0.01% | 1.02% | 423 | -160,301 | -99.59% | Q3 2026 | Oct 23, 2026 |
| Heritage Family Offices, LLP | History | New | 650 | 31 | 0.01% | — | 424 | +650 | New | Q3 2026 | Nov 02, 2026 |
| Team Financial Group, LLC | History | New | 623 | 30 | 0.01% | — | 425 | +623 | New | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 580 | 29 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 508 | 25 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 497 | 24 | 0.0% | 0.0% | 428 | +54 | 12.19% | Q3 2026 | Oct 13, 2026 |
| YANKCOM Partnership | History | New | 487 | 23 | 0.01% | — | 429 | +487 | New | Q3 2026 | Oct 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 413 | 20 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 400 | 19 | 0.0% | — | 431 | +400 | New | Q3 2026 | Oct 13, 2026 |
| Crewe Advisors LLC | History | No change | 334 | 16 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPL Wealth Management, LLC | History | No change | 303 | 15 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 289 | 14 | 0.0% | 0.0% | 435 | +242 | 514.89% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 283 | 14 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archer Investment Corp | History | No change | 286 | 14 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 220 | 11 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 203 | 10 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | New | 188 | 9 | 0.0% | — | 440 | +188 | New | Q3 2026 | Nov 02, 2026 |
| Networth Advisors, LLC | History | Added to | 203 | 9 | 0.01% | 0.0% | 439 | +104 | 105.05% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 178 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advocate Investing Services LLC | History | Added to | 161 | 7 | 0.01% | 0.01% | 443 | +18 | 12.59% | Q3 2026 | Oct 26, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Johnson Financial Group, Inc. | History | No change | 124 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 121 | 6 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 103 | 5 | 0.0% | — | 447 | +103 | New | Q3 2026 | Oct 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 80 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 67 | 3 | 0.0% | — | 453 | +67 | New | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | New | 63 | 3 | 0.0% | — | 454 | +63 | New | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 75 | 3 | 0.0% | 0.0% | 452 | +43 | 134.38% | Q3 2026 | Oct 30, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 63 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 55 | 2 | 0.0% | 0.0% | 456 | +7 | 14.58% | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Lynch Investment Planning, LLC | History | New | 36 | 1 | 0.0% | — | 459 | +36 | New | Q3 2026 | Oct 27, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,960 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CPR Investments Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -11,712 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,811 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -565 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -473 | -100.0% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Oct 02, 2026 |
| NBT BANK, N.A. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bogart Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |