BlackRock Science & Technology Trust - BST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,430,397 | 72,535 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 787,619 | 39,940 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 639,482 | 32,428 | 0.93% | 0.93% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 483,275 | 24,506 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 468,610 | 23,763 | 2.07% | 2.07% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Z3 Capital Partners, LLC | History | No change | 391,338 | 19,844 | 4.17% | 4.17% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 278,628 | 14,129 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 266,632 | 13,523 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 265,290 | 13,453 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 211,966 | 10,748 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 198,501 | 10,065 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Todd Wealth Management, LLC | History | Added to | 157,005 | 7,845 | 5.99% | 6.0% | 12 | +985 | 0.63% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 154,103 | 7,815 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 145,380 | 7,372 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 122,104 | 6,102 | 0.15% | 0.12% | 15 | +29,796 | 32.28% | Q3 2026 | Oct 22, 2026 |
| Alchemi Wealth, LLC | History | Added to | 115,577 | 5,775 | 2.59% | 2.72% | 16 | +1,002 | 0.87% | Q3 2026 | Nov 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 83,340 | 4,226 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 82,906 | 4,204 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 71,595 | 3,577 | 0.33% | 0.33% | 19 | +1,590 | 2.27% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 68,191 | 3,457 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 67,601 | 3,428 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 67,442 | 3,419 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PMG Family Office LLC | History | Added to | 64,894 | 3,242 | 3.0% | 3.02% | 23 | +306 | 0.47% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,761 | 2,486 | 0.03% | 0.02% | 24 | +6,870 | 16.02% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,824 | 2,019 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 38,983 | 1,976 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,012 | 1,849 | 0.0% | 0.01% | 27 | -6,565 | -15.07% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 35,916 | 1,821 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,704 | 1,759 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,067 | 1,752 | 0.01% | 0.01% | 30 | +11,968 | 51.81% | Q3 2026 | Oct 27, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 34,522 | 1,750 | 0.77% | 0.77% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 30,938 | 1,568 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,149 | 1,456 | 0.02% | 0.03% | 33 | +257 | 0.89% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,058 | 1,452 | 0.0% | 0.0% | 34 | -3,501 | -10.75% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,128 | 1,405 | 0.0% | 0.0% | 35 | -2,397 | -7.85% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,536 | 1,276 | 0.0% | 0.0% | 36 | +1,355 | 5.6% | Q3 2026 | Nov 02, 2026 |
| David J Yvars Group | History | Added to | 24,621 | 1,230 | 0.57% | 0.53% | 37 | +2,318 | 10.39% | Q3 2026 | Oct 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22,739 | 1,153 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,994 | 1,064 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,766 | 987 | 0.03% | 0.03% | 40 | +1,283 | 6.94% | Q3 2026 | Oct 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,500 | 974 | 0.02% | 0.02% | 41 | -591 | -2.94% | Q3 2026 | Oct 28, 2026 |
| Stolper Co | History | Reduced | 18,904 | 945 | 0.24% | 0.25% | 42 | -474 | -2.45% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,447 | 935 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 17,987 | 912 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 17,327 | 865 | 0.02% | 0.02% | 46 | +464 | 2.75% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 17,066 | 865 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 16,891 | 844 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 16,683 | 833 | 0.23% | 0.23% | 48 | -72 | -0.43% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 16,127 | 817 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,216 | 801 | 0.01% | 0.01% | 50 | +437 | 2.6% | Q3 2026 | Nov 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 15,493 | 785 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Next Level Private LLC | History | Added to | 15,592 | 779 | 0.15% | 0.15% | 52 | +418 | 2.75% | Q3 2026 | Oct 20, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 14,084 | 703 | 0.14% | 0.14% | 53 | +293 | 2.12% | Q3 2026 | Oct 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 13,193 | 670 | 0.09% | 0.05% | 54 | +6,279 | 90.82% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,812 | 655 | 0.04% | 0.04% | 56 | +123 | 0.97% | Q3 2026 | Nov 02, 2026 |
| Hilltop Holdings Inc. | History | No change | 12,932 | 655 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 12,857 | 651 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 13,000 | 649 | 0.4% | 0.4% | 58 | -1,000 | -7.14% | Q3 2026 | Oct 15, 2026 |
| Abel Hall, LLC | History | No change | 13,000 | 649 | 0.12% | 0.11% | 59 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,443 | 630 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 11,412 | 578 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,270 | 563 | 0.02% | 0.03% | 62 | +1,008 | 9.82% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 11,110 | 563 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | No change | 11,060 | 552 | 0.48% | 0.48% | 64 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 10,209 | 510 | 0.32% | 0.32% | 65 | +116 | 1.15% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,022 | 508 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 10,099 | 504 | 0.12% | 0.12% | 67 | +591 | 6.22% | Q3 2026 | Oct 29, 2026 |
| Anchor Capital Management Group Inc | History | Reduced | 10,000 | 499 | 0.42% | 0.63% | 68 | -8,000 | -44.44% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,548 | 484 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 9,417 | 477 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,335 | 473 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 8,736 | 442 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,670 | 439 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Faithward Advisors, LLC | History | No change | 8,650 | 438 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,573 | 434 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 8,231 | 417 | 0.28% | 0.28% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Advisors LLC | History | Added to | 7,803 | 389 | 0.0% | 0.0% | 77 | +489 | 6.69% | Q3 2026 | Nov 02, 2026 |
| Mirador Capital Partners LP | History | Added to | 7,772 | 388 | 0.05% | 0.05% | 78 | +41 | 0.53% | Q3 2026 | Oct 09, 2026 |
| Private Advisor Group, LLC | History | No change | 7,180 | 364 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 7,156 | 362 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 6,931 | 351 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 6,850 | 342 | 0.15% | 0.15% | 82 | +50 | 0.74% | Q3 2026 | Oct 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,676 | 338 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 6,583 | 333 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 6,428 | 321 | 0.13% | 0.13% | 85 | -258 | -3.86% | Q3 2026 | Oct 15, 2026 |
| Herold Advisors, Inc. | History | No change | 6,103 | 304 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,975 | 298 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BROWN ADVISORY INC | History | No change | 5,136 | 260 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 5,198 | 259 | 0.0% | 0.0% | 89 | +272 | 5.52% | Q3 2026 | Nov 02, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 5,004 | 254 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,000 | 253 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 5,004 | 253 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 4,775 | 238 | 0.13% | 0.14% | 93 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Fort Point Capital Partners LLC | History | No change | 4,385 | 222 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,409 | 220 | 0.0% | 0.0% | 95 | +2,100 | 90.95% | Q3 2026 | Nov 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,393 | 219 | 0.0% | — | 96 | +4,393 | New | Q3 2026 | Oct 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,100 | 207 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,230 | 207 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 4,039 | 204 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,183 | 161 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,163 | 158 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,952 | 149 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,334 | 118 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 2,334 | 118 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,100 | 106 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,510 | 75 | 0.0% | 0.0% | 106 | -805 | -34.77% | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,500 | 74 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,394 | 68 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,096 | 55 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,033 | 51 | 0.0% | — | 111 | +1,033 | New | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 1,000 | 51 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Bancorp, Inc /ME/ | History | New | 1,000 | 49 | 0.02% | — | 113 | +1,000 | New | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | Added to | 1,000 | 49 | 0.0% | 0.0% | 112 | +500 | 100.0% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 871 | 44 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 731 | 36 | 0.0% | 0.0% | 115 | +376 | 105.92% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 700 | 34 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Boreal Capital Management LLC | History | No change | 600 | 30 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 500 | 25 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | New | 500 | 24 | 0.0% | — | 120 | +500 | New | Q3 2026 | Oct 08, 2026 |
| EASTERN BANK | History | New | 495 | 24 | 0.0% | — | 119 | +495 | New | Q3 2026 | Oct 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 445 | 22 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 425 | 21 | 0.0% | — | 123 | +425 | New | Q3 2026 | Oct 27, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 420 | 21 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova Financial LLC | History | New | 400 | 19 | 0.01% | — | 124 | +400 | New | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 313 | 15 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 303 | 15 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 307 | 15 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 262 | 13 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 232 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Added to | 211 | 10 | 0.0% | 0.0% | 130 | +12 | 6.03% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | No change | 200 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 134 | -159 | -51.46% | Q3 2026 | Oct 08, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 150 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Montgomery Financial Services LLC | History | Reduced | 119 | 5 | 0.0% | 0.01% | 135 | -77 | -39.29% | Q3 2026 | Nov 03, 2026 |
| Decker Retirement Planning Inc. | History | New | 95 | 4 | 0.0% | — | 137 | +95 | New | Q3 2026 | Oct 19, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 96 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.04% | — | -14,154 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,004 | -100.0% | Q3 2026 | Oct 22, 2026 |
| First Financial Group Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -4,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,996 | -100.0% | Q3 2026 | Oct 30, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,597 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q3 2026 | Oct 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 21, 2026 |