BlackRock ETF Trust - CORO
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 | 50,080,513 | 1,832,945 | 0.43% | 0.43% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,966,600 | 653,624 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,884,432 | 471,570 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,511,671 | 309,399 | 1.89% | 0.98% | 4 | +4,212,179 | 97.97% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 5,742,774 | 210,185 | 1.28% | 1.28% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 5,446,981 | 199,359 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,199,757 | 153,711 | 0.74% | 0.74% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,167,088 | 152,515 | 1.29% | 1.29% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,856,635 | 141,152 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOFI WEALTH, LLC | History | Added to | 3,600,573 | 130,880 | 5.06% | 5.13% | 10 | +119,070 | 3.42% | Q3 2026 | Oct 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,464,938 | 126,816 | 1.31% | 1.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | Added to | 3,238,008 | 117,701 | 4.02% | 2.2% | 12 | +1,504,341 | 86.77% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 2,947,493 | 107,878 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,809,906 | 102,842 | 0.48% | 0.48% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,789,325 | 102,089 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,778,977 | 101,015 | 0.13% | 0.12% | 16 | +84,940 | 3.15% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 2,633,020 | 96,368 | 0.64% | 0.64% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,617,636 | 95,151 | 4.69% | 4.34% | 18 | +215,130 | 8.95% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,487,698 | 91,050 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 2,346,094 | 85,867 | 0.4% | 0.4% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,257,500 | 82,060 | 0.68% | 0.43% | 21 | +1,230,960 | 119.91% | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,228,781 | 81,533 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,133,045 | 77,536 | 4.29% | 4.02% | 23 | +230,355 | 12.11% | Q3 2026 | Oct 26, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,062,927 | 74,987 | 6.64% | 6.61% | 24 | +87,084 | 4.41% | Q3 2026 | Oct 15, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,889,296 | 69,148 | 2.51% | 2.51% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,806,369 | 66,113 | 1.43% | 1.43% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Wealth Group, LLC | History | Added to | 1,523,714 | 55,387 | 8.59% | 8.51% | 27 | +102,610 | 7.22% | Q3 2026 | Oct 14, 2026 |
| BlackRock, Inc. | History | No change | 1,505,778 | 55,111 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | Added to | 1,417,890 | 51,540 | 1.54% | 1.52% | 29 | +30,338 | 2.19% | Q3 2026 | Oct 30, 2026 |
| Atria Investments, Inc | History | Added to | 1,391,334 | 50,575 | 0.49% | 0.3% | 30 | +572,503 | 69.92% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 1,289,022 | 47,178 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,238,615 | 45,023 | 0.61% | 0.05% | 32 | +1,141,580 | 1176.46% | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,206,181 | 44,216 | 0.24% | 0.24% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | New | 1,150,732 | 41,829 | 3.57% | — | 34 | +1,150,732 | New | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,145,625 | 41,643 | 0.05% | 0.03% | 35 | +550,098 | 92.37% | Q3 2026 | Oct 30, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 1,114,219 | 40,501 | 6.69% | 6.31% | 36 | +38,147 | 3.55% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,107,588 | 40,261 | 0.09% | 0.05% | 37 | +466,876 | 72.87% | Q3 2026 | Nov 02, 2026 |
| MA Private Wealth | History | No change | 1,070,099 | 39,165 | 5.83% | 5.83% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCMORGAN & CO LLC | History | No change | 1,006,205 | 36,827 | 5.55% | 5.55% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 985,631 | 36,074 | 0.34% | 0.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | Added to | 974,947 | 35,439 | 4.72% | 4.8% | 41 | +29,817 | 3.15% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 962,909 | 35,242 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 934,314 | 34,195 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kelly Financial Services LLC | History | Added to | 937,146 | 34,065 | 7.35% | 7.1% | 44 | +30,877 | 3.41% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 912,834 | 33,409 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 875,862 | 32,056 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Detalus Advisors, LLC | History | Added to | 874,139 | 31,774 | 6.26% | 6.17% | 47 | +9,125 | 1.05% | Q3 2026 | Oct 15, 2026 |
| Embree Financial Group | History | Added to | 795,938 | 28,932 | 2.83% | 2.8% | 48 | +30,746 | 4.02% | Q3 2026 | Oct 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 783,179 | 28,468 | 3.71% | 3.62% | 49 | +20,417 | 2.68% | Q3 2026 | Oct 30, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 767,618 | 27,902 | 2.52% | 1.25% | 50 | +391,601 | 104.14% | Q3 2026 | Oct 19, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 745,014 | 27,267 | 11.08% | 11.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 743,567 | 27,028 | 0.42% | 0.38% | 52 | +78,180 | 11.75% | Q3 2026 | Oct 22, 2026 |
| Stone House Investment Management, LLC | History | Added to | 716,429 | 26,042 | 3.39% | 1.72% | 53 | +363,067 | 102.75% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 710,086 | 25,527 | 0.04% | 0.02% | 54 | +420,703 | 145.38% | Q3 2026 | Oct 13, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 671,952 | 24,425 | 6.6% | 6.26% | 55 | +43,313 | 6.89% | Q3 2026 | Oct 22, 2026 |
| Beacon Capital Management, LLC | History | Added to | 670,636 | 24,377 | 3.4% | 2.59% | 56 | +186,736 | 38.59% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 664,200 | 24,309 | 0.37% | 0.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 634,300 | 23,285 | 1.51% | 1.54% | 58 | -10,029 | -1.56% | Q3 2026 | Oct 19, 2026 |
| EQ LLC | History | No change | 613,786 | 22,464 | 5.52% | 5.52% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 607,504 | 22,301 | 2.63% | 2.29% | 60 | +97,365 | 19.09% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 611,323 | 22,221 | 0.16% | 0.12% | 61 | +178,071 | 41.1% | Q3 2026 | Oct 08, 2026 |
| Plancorp, LLC | History | Reduced | 628,281 | 22,115 | 0.5% | 0.61% | 62 | -77,572 | -10.99% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 614,209 | 21,921 | 0.33% | 0.15% | 63 | +363,555 | 145.04% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 614,209 | 21,921 | 0.33% | 0.15% | 64 | +363,555 | 145.04% | Q3 2026 | Oct 20, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 564,102 | 20,646 | 1.24% | 1.24% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sharkey, Howes & Javer | History | Added to | 561,110 | 20,396 | 2.46% | 2.36% | 66 | +26,591 | 4.97% | Q3 2026 | Oct 22, 2026 |
| Shepherd Financial Partners LLC | History | New | 551,596 | 20,050 | 1.61% | — | 67 | +551,596 | New | Q3 2026 | Nov 03, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 529,549 | 19,249 | 1.86% | 0.88% | 68 | +290,538 | 121.56% | Q3 2026 | Oct 13, 2026 |
| Able Wealth Management LLC | History | Added to | 522,042 | 19,179 | 4.22% | 3.9% | 69 | +57,463 | 12.37% | Q3 2026 | Oct 13, 2026 |
| Trek Financial, LLC | History | Added to | 517,418 | 18,808 | 0.87% | 0.55% | 70 | +212,301 | 69.58% | Q3 2026 | Oct 29, 2026 |
| Archer Investment Management, LLC | History | Added to | 501,727 | 18,237 | 5.75% | 5.71% | 71 | +45,262 | 9.92% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 496,040 | 18,155 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebrook Private Inc. | History | No change | 491,985 | 18,006 | 3.29% | 3.29% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 490,188 | 17,818 | 5.0% | 5.12% | 74 | -4,883 | -0.99% | Q3 2026 | Oct 22, 2026 |
| Weil Company, Inc. | History | Added to | 477,608 | 17,361 | 2.99% | 2.99% | 75 | +13,513 | 2.91% | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 462,447 | 16,925 | 0.33% | 0.33% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 455,641 | 16,562 | 0.81% | 0.74% | 77 | +48,137 | 11.81% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 455,464 | 16,556 | 0.05% | 0.02% | 78 | +269,006 | 144.27% | Q3 2026 | Nov 02, 2026 |
| Landing Point Financial Group, LLC | History | No change | 452,235 | 16,551 | 5.63% | 5.63% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Wealth Advisors, LLC | History | No change | 443,776 | 16,242 | 1.79% | 1.79% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apeiron RIA LLC | History | Added to | 448,146 | 16,213 | 3.68% | 2.46% | 81 | +185,946 | 70.92% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 434,646 | 16,017 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 436,904 | 15,881 | 1.6% | 1.27% | 83 | +87,101 | 24.9% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 421,483 | 15,426 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWMG, LLC | History | Added to | 434,780 | 15,365 | 3.36% | 2.1% | 85 | +186,026 | 74.78% | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 421,888 | 15,335 | 0.28% | 0.26% | 86 | +39,956 | 10.46% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 408,495 | 14,848 | 0.02% | 0.02% | 87 | +132,205 | 47.85% | Q3 2026 | Oct 21, 2026 |
| Avid Wealth Partners LLC | History | Added to | 403,443 | 14,665 | 6.7% | 6.74% | 88 | +23,267 | 6.12% | Q3 2026 | Nov 03, 2026 |
| Town Capital LLC | History | Added to | 392,105 | 14,253 | 9.11% | 8.61% | 89 | +21,020 | 5.66% | Q3 2026 | Nov 03, 2026 |
| Claro Advisors Inc. | History | Added to | 381,544 | 13,869 | 1.35% | 1.41% | 90 | +13,313 | 3.62% | Q3 2026 | Nov 02, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 370,661 | 13,473 | 8.81% | 8.56% | 91 | +18,084 | 5.13% | Q3 2026 | Oct 20, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 354,960 | 12,991 | 1.13% | 1.13% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Added to | 353,451 | 12,847 | 0.13% | 0.07% | 93 | +149,281 | 73.12% | Q3 2026 | Oct 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 347,665 | 12,637 | 0.33% | 0.09% | 94 | +262,541 | 308.42% | Q3 2026 | Oct 22, 2026 |
| Frisch Financial Group, Inc. | History | No change | 343,250 | 12,562 | 2.16% | 2.16% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 341,534 | 12,414 | 3.86% | 3.73% | 96 | +16,869 | 5.2% | Q3 2026 | Nov 03, 2026 |
| BCGM Wealth Management, LLC | History | No change | 337,387 | 12,348 | 2.61% | 2.61% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 334,252 | 12,150 | 0.3% | 0.32% | 98 | +1,119 | 0.34% | Q3 2026 | Oct 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 333,253 | 12,113 | 3.71% | 3.67% | 99 | +14,545 | 4.56% | Q3 2026 | Oct 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 309,867 | 11,263 | 0.33% | 0.15% | 100 | +191,971 | 162.83% | Q3 2026 | Oct 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 304,116 | 11,130 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 302,719 | 11,079 | 1.29% | 1.29% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 297,687 | 10,820 | 5.6% | 5.34% | 103 | +14,145 | 4.99% | Q3 2026 | Oct 20, 2026 |
| Daviman Financial, LLC | History | No change | 295,242 | 10,805 | 5.96% | 5.96% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PAX Financial Group, LLC | History | No change | 288,757 | 10,568 | 1.57% | 1.57% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 288,371 | 10,482 | 2.38% | 1.25% | 106 | +140,427 | 94.92% | Q3 2026 | Nov 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 283,578 | 10,308 | 0.31% | 0.31% | 107 | +8,745 | 3.18% | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 283,504 | 10,305 | 0.07% | 0.06% | 108 | +76,857 | 37.19% | Q3 2026 | Oct 16, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 281,553 | 10,234 | 1.88% | 1.95% | 109 | +4,713 | 1.7% | Q3 2026 | Nov 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 280,328 | 10,189 | 0.31% | 0.3% | 110 | +16,208 | 6.14% | Q3 2026 | Oct 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 272,451 | 9,903 | 1.0% | 0.98% | 111 | -443 | -0.16% | Q3 2026 | Oct 14, 2026 |
| Waverly Advisors, LLC | History | No change | 270,176 | 9,888 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 266,639 | 9,692 | 0.19% | 0.18% | 113 | +37,088 | 16.16% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Added to | 264,524 | 9,615 | 0.1% | 0.05% | 114 | +121,238 | 84.61% | Q3 2026 | Oct 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 253,825 | 9,289 | 4.16% | 4.16% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keystone Financial Services | History | No change | 239,879 | 8,779 | 2.26% | 2.26% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 233,604 | 8,491 | 6.97% | 6.97% | 117 | +8,167 | 3.62% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 230,656 | 8,384 | 0.09% | 0.09% | 118 | +13,736 | 6.33% | Q3 2026 | Oct 30, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 226,158 | 8,277 | 0.69% | 0.69% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 226,049 | 8,216 | 2.36% | 2.26% | 120 | -2,671 | -1.17% | Q3 2026 | Oct 26, 2026 |
| Newport Capital Group, LLC | History | New | 222,824 | 8,207 | 5.5% | — | 121 | +222,824 | New | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 214,838 | 7,809 | 0.13% | 0.13% | 122 | +24,384 | 12.8% | Q3 2026 | Oct 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 210,080 | 7,688 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 207,752 | 7,603 | 1.07% | 1.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 207,717 | 7,602 | 1.7% | 1.7% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 206,668 | 7,564 | 0.65% | 0.65% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 205,733 | 7,529 | 1.17% | 1.17% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 209,670 | 7,512 | 0.52% | 0.24% | 128 | +117,672 | 127.91% | Q3 2026 | Oct 30, 2026 |
| Legacy Financial Group LLC | History | No change | 203,423 | 7,445 | 0.84% | 0.84% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lansing Street Advisors | History | No change | 200,056 | 7,322 | 1.55% | 1.55% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regal Investment Advisors LLC | History | No change | 198,750 | 7,274 | 0.38% | 0.38% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M1 Capital Management LLC | History | No change | 198,529 | 7,266 | 2.68% | 2.68% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 195,545 | 7,156 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Steelhead Wealth Management LLC | History | No change | 193,563 | 7,084 | 2.85% | 2.85% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 194,677 | 7,076 | 1.4% | 0.74% | 135 | +91,871 | 89.36% | Q3 2026 | Oct 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 194,589 | 7,073 | 4.04% | 3.96% | 136 | +742 | 0.38% | Q3 2026 | Oct 20, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 194,002 | 7,051 | 1.63% | 1.57% | 137 | +11,639 | 6.38% | Q3 2026 | Oct 19, 2026 |
| Gen-Wealth Partners Inc | History | No change | 189,070 | 6,919 | 1.92% | 1.92% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 183,754 | 6,725 | 3.11% | 3.11% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 184,227 | 6,696 | 2.04% | 0.86% | 140 | +109,326 | 145.96% | Q3 2026 | Oct 22, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 182,521 | 6,634 | 0.59% | 0.35% | 141 | +75,915 | 71.21% | Q3 2026 | Nov 02, 2026 |
| Rothschild Wealth LLC | History | No change | 177,330 | 6,490 | 0.52% | 0.52% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 176,388 | 6,411 | 4.31% | 1.51% | 143 | +115,330 | 188.89% | Q3 2026 | Nov 03, 2026 |
| VestGen Advisors, LLC | History | Added to | 175,402 | 6,375 | 0.2% | 0.11% | 144 | +71,000 | 68.01% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 173,397 | 6,346 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 174,434 | 6,340 | 2.37% | 0.79% | 146 | +97,600 | 127.03% | Q3 2026 | Oct 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 168,881 | 6,138 | 0.28% | 0.24% | 147 | +23,623 | 16.26% | Q3 2026 | Oct 20, 2026 |
| Summit Financial, LLC | History | No change | 166,136 | 6,080 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 166,064 | 6,077 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 5T Wealth, LLC | History | No change | 162,580 | 5,950 | 2.22% | 2.22% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 163,362 | 5,938 | 2.74% | 2.77% | 151 | -471 | -0.29% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 162,268 | 5,898 | 0.07% | 0.03% | 152 | +96,715 | 147.54% | Q3 2026 | Oct 23, 2026 |
| Invst, LLC | History | No change | 159,070 | 5,821 | 0.57% | 0.57% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 159,572 | 5,800 | 0.1% | 0.12% | 154 | -30,848 | -16.2% | Q3 2026 | Oct 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 158,095 | 5,746 | 0.14% | 0.1% | 155 | +50,235 | 46.57% | Q3 2026 | Oct 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 153,631 | 5,584 | 0.53% | 0.26% | 156 | +84,635 | 122.67% | Q3 2026 | Oct 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 153,416 | 5,576 | 1.29% | 0.68% | 157 | +79,436 | 107.37% | Q3 2026 | Oct 16, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 151,605 | 5,548 | 4.7% | 4.7% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | Added to | 152,032 | 5,526 | 0.05% | 0.05% | 159 | +3,783 | 2.55% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 150,557 | 5,511 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 149,875 | 5,485 | 0.34% | 0.34% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balefire, LLC | History | Added to | 147,629 | 5,366 | 0.84% | 0.5% | 162 | +64,342 | 77.25% | Q3 2026 | Oct 09, 2026 |
| Peak Wealth Management LLC | History | New | 143,672 | 5,131 | 3.5% | — | 163 | +143,672 | New | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Added to | 135,429 | 4,922 | 0.07% | 0.05% | 164 | +44,223 | 48.49% | Q3 2026 | Nov 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 134,027 | 4,905 | 1.11% | 1.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Added to | 134,615 | 4,893 | 0.25% | 0.23% | 166 | +9,626 | 7.7% | Q3 2026 | Oct 15, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 132,693 | 4,856 | 2.74% | 2.74% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset One Wealth Management LLC | History | New | 133,568 | 4,855 | 0.42% | — | 168 | +133,568 | New | Q3 2026 | Nov 02, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 131,353 | 4,774 | 0.76% | 0.86% | 169 | -18,089 | -12.1% | Q3 2026 | Oct 15, 2026 |
| Vantage Point Financial LLC | History | No change | 129,324 | 4,733 | 1.44% | 1.44% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wavvest Wealth LLC | History | New | 130,159 | 4,731 | 3.81% | — | 171 | +130,159 | New | Q3 2026 | Oct 21, 2026 |
| Maia Wealth LLC | History | Added to | 129,631 | 4,712 | 0.65% | 0.45% | 172 | +46,491 | 55.92% | Q3 2026 | Oct 19, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 129,214 | 4,696 | 1.5% | 1.4% | 173 | +10,536 | 8.88% | Q3 2026 | Oct 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 128,601 | 4,674 | 1.19% | 0.58% | 174 | +68,248 | 113.08% | Q3 2026 | Oct 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 128,583 | 4,673 | 2.49% | 2.31% | 175 | +9,192 | 7.7% | Q3 2026 | Oct 20, 2026 |
| Bedminster, LLC | History | No change | 126,755 | 4,639 | 3.96% | 3.96% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 125,874 | 4,575 | 0.13% | 0.07% | 177 | +64,043 | 103.58% | Q3 2026 | Oct 08, 2026 |
| WealthShield Partners, LLC | History | No change | 124,810 | 4,568 | 0.7% | 0.7% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 121,569 | 4,397 | 0.54% | 0.27% | 179 | +62,261 | 104.98% | Q3 2026 | Oct 16, 2026 |
| Mutual Advisors, LLC | History | No change | 118,796 | 4,347 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cadia Private Client LLC | History | No change | 118,325 | 4,330 | 3.11% | 3.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 118,868 | 4,320 | 0.23% | 0.17% | 182 | +32,721 | 37.98% | Q3 2026 | Nov 03, 2026 |
| Lantz Financial LLC | History | Added to | 116,785 | 4,245 | 0.77% | 0.41% | 183 | +55,313 | 89.98% | Q3 2026 | Oct 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 112,281 | 4,081 | 3.38% | 1.99% | 184 | +48,135 | 75.04% | Q3 2026 | Oct 20, 2026 |
| World Investment Advisors | History | No change | 111,476 | 4,080 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARWA LLC | History | Reduced | 112,917 | 4,069 | 1.5% | 1.77% | 186 | -7,644 | -6.34% | Q3 2026 | Oct 21, 2026 |
| Hopwood Nicholas Hunter | History | No change | 110,702 | 4,051 | 1.11% | 1.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 109,202 | 3,996 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 109,704 | 3,959 | 2.33% | 2.33% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 107,321 | 3,901 | 0.94% | 0.3% | 190 | +72,554 | 208.69% | Q3 2026 | Oct 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 103,707 | 3,795 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 99,194 | 3,630 | 0.88% | 0.88% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 98,433 | 3,602 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 98,107 | 3,590 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWG Investments, LLC. | History | Added to | 95,332 | 3,465 | 1.67% | 1.35% | 195 | +25,501 | 36.52% | Q3 2026 | Nov 03, 2026 |
| Redwood Investment Management, LLC | History | No change | 94,423 | 3,456 | 0.34% | 0.34% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 94,267 | 3,426 | 0.37% | 0.37% | 197 | +14,665 | 18.42% | Q3 2026 | Oct 13, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 94,010 | 3,417 | 2.18% | 0.96% | 198 | +53,252 | 130.65% | Q3 2026 | Oct 20, 2026 |
| WealthPoint Financial, LLC | History | Added to | 93,230 | 3,388 | 2.42% | 2.48% | 199 | +185 | 0.2% | Q3 2026 | Nov 03, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 92,965 | 3,379 | 0.91% | — | 200 | +92,965 | New | Q3 2026 | Oct 26, 2026 |
| THEORY FINANCIAL LLC | History | No change | 90,283 | 3,304 | 1.04% | 1.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 90,269 | 3,303 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 90,040 | 3,295 | 1.87% | 1.87% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bull Harbor Capital LLC | History | No change | 88,898 | 3,253 | 0.63% | 0.63% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | No change | 87,462 | 3,201 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Quarterback LLC | History | Added to | 86,823 | 3,156 | 0.96% | 0.91% | 206 | +6,388 | 7.94% | Q3 2026 | Oct 20, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 85,935 | 3,123 | 0.6% | 0.44% | 207 | +24,570 | 40.04% | Q3 2026 | Oct 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 85,610 | 3,111 | 0.79% | 0.73% | 208 | +9,961 | 13.17% | Q3 2026 | Oct 28, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 79,253 | 2,880 | 1.52% | 0.79% | 209 | +39,843 | 101.1% | Q3 2026 | Oct 07, 2026 |
| ZENITH SOLUTIONS, INC. | History | Added to | 79,059 | 2,873 | 2.56% | 1.15% | 210 | +44,429 | 128.3% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 78,062 | 2,857 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 78,010 | 2,855 | 2.1% | 2.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 78,272 | 2,845 | 1.08% | 0.78% | 213 | +23,477 | 42.85% | Q3 2026 | Nov 02, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | New | 77,891 | 2,831 | 1.14% | — | 214 | +77,891 | New | Q3 2026 | Oct 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 77,120 | 2,822 | 1.86% | 1.86% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 72,640 | 2,658 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 68,618 | 2,511 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 68,939 | 2,505 | 0.46% | 0.48% | 218 | +450 | 0.66% | Q3 2026 | Oct 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 68,542 | 2,491 | 0.09% | — | 219 | +68,542 | New | Q3 2026 | Oct 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 67,696 | 2,460 | 0.1% | 0.07% | 220 | +32,574 | 92.75% | Q3 2026 | Oct 13, 2026 |
| KM Capital Management Ltd. | History | No change | 66,735 | 2,442 | 1.15% | 1.15% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 65,748 | 2,392 | 0.25% | 0.31% | 222 | +8,121 | 14.09% | Q3 2026 | Oct 26, 2026 |
| NOVEM GROUP | History | New | 65,749 | 2,389 | 0.24% | — | 223 | +65,749 | New | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Management | History | Added to | 64,086 | 2,329 | 2.29% | 2.4% | 224 | +2,067 | 3.33% | Q3 2026 | Oct 19, 2026 |
| Csenge Advisory Group | History | No change | 61,273 | 2,242 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisory Services, LLC | History | New | 58,792 | 2,137 | 1.53% | — | 226 | +58,792 | New | Q3 2026 | Oct 20, 2026 |
| Key Capital Management, INC | History | Added to | 58,601 | 2,130 | 0.78% | 0.79% | 227 | +16,586 | 39.48% | Q3 2026 | Nov 03, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 57,588 | 2,107 | 0.72% | 0.72% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 57,361 | 2,085 | 0.14% | 0.07% | 229 | +26,948 | 88.61% | Q3 2026 | Oct 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 57,301 | 2,082 | 1.27% | 1.23% | 230 | +3,077 | 5.67% | Q3 2026 | Nov 03, 2026 |
| Compound Planning, Inc. | History | No change | 56,066 | 2,052 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 56,350 | 2,048 | 0.04% | 0.02% | 232 | +22,925 | 68.59% | Q3 2026 | Oct 13, 2026 |
| MKT Advisors LLC | History | Reduced | 55,644 | 2,000 | 0.64% | 0.62% | 233 | -133 | -0.24% | Q3 2026 | Oct 20, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 54,665 | 1,987 | 1.1% | 0.85% | 234 | +13,026 | 31.28% | Q3 2026 | Nov 03, 2026 |
| VICUS CAPITAL | History | No change | 54,281 | 1,986 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 53,942 | 1,960 | 0.92% | 0.94% | 236 | +1,158 | 2.19% | Q3 2026 | Oct 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 52,941 | 1,937 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Two West Capital Advisors LLC | History | Added to | 52,862 | 1,932 | 0.96% | 0.45% | 238 | +27,064 | 104.91% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 52,604 | 1,925 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GatePass Capital, LLC | History | No change | 51,477 | 1,884 | 0.72% | 0.72% | 240 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 50,447 | 1,846 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 49,361 | 1,794 | 0.56% | 0.3% | 242 | +23,282 | 89.27% | Q3 2026 | Oct 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 47,341 | 1,720 | 0.95% | 0.5% | 243 | +23,715 | 100.38% | Q3 2026 | Oct 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 45,907 | 1,680 | 1.09% | 1.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 45,797 | 1,676 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 45,779 | 1,664 | 0.02% | 0.02% | 246 | +537 | 1.19% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 44,746 | 1,637 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 44,332 | 1,623 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 43,807 | 1,592 | 0.08% | 0.04% | 249 | +21,137 | 93.24% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 43,466 | 1,590 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Castleview Partners, LLC | History | Added to | 43,458 | 1,579 | 0.69% | 0.51% | 251 | +11,783 | 37.2% | Q3 2026 | Oct 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 42,893 | 1,569 | 0.54% | 0.54% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Imprint Wealth LLC | History | No change | 42,282 | 1,547 | 6.28% | 6.28% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 42,462 | 1,543 | 0.66% | 0.48% | 254 | +13,993 | 49.15% | Q3 2026 | Oct 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 41,485 | 1,507 | 0.28% | 0.13% | 255 | +22,288 | 116.1% | Q3 2026 | Oct 21, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 40,998 | 1,500 | 1.16% | 1.16% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 41,073 | 1,493 | 0.84% | 0.42% | 257 | +21,135 | 106.0% | Q3 2026 | Nov 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 39,483 | 1,435 | 0.27% | 0.21% | 258 | +9,762 | 32.85% | Q3 2026 | Oct 16, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 39,111 | 1,421 | 0.33% | 0.22% | 259 | +15,515 | 65.75% | Q3 2026 | Nov 02, 2026 |
| Cassilly Financial Group LLC | History | Added to | 37,974 | 1,380 | 0.93% | 0.94% | 260 | +2,387 | 6.71% | Q3 2026 | Oct 07, 2026 |
| W ADVISORS, LLC | History | Added to | 37,919 | 1,378 | 0.6% | 0.37% | 261 | +15,632 | 70.14% | Q3 2026 | Nov 02, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 36,762 | 1,345 | 0.26% | 0.26% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asempa Wealth Advisors | History | Added to | 36,615 | 1,324 | 1.01% | 0.9% | 263 | +3,673 | 11.15% | Q3 2026 | Oct 07, 2026 |
| RDA Financial Network | History | Added to | 34,453 | 1,252 | 0.27% | 0.27% | 264 | +308 | 0.9% | Q3 2026 | Oct 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 34,296 | 1,246 | 0.05% | 0.05% | 265 | +7,109 | 26.15% | Q3 2026 | Oct 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 33,990 | 1,235 | 0.67% | 0.35% | 266 | +18,763 | 123.22% | Q3 2026 | Oct 15, 2026 |
| Sigma Planning Corp | History | Added to | 33,937 | 1,233 | 0.03% | 0.02% | 267 | +15,458 | 83.65% | Q3 2026 | Oct 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 33,244 | 1,208 | 0.03% | 0.01% | 268 | +23,377 | 236.92% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 32,649 | 1,194 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 32,617 | 1,185 | 0.41% | 0.37% | 270 | +3,346 | 11.43% | Q3 2026 | Oct 13, 2026 |
| BCU Wealth Advisors, LLC | History | New | 32,483 | 1,180 | 0.38% | — | 271 | +32,483 | New | Q3 2026 | Oct 16, 2026 |
| Semus Wealth Partners LLC | History | Added to | 32,332 | 1,175 | 0.54% | 0.29% | 272 | +15,853 | 96.2% | Q3 2026 | Oct 22, 2026 |
| Unify Financial Advisors | History | New | 31,734 | 1,153 | 1.06% | — | 273 | +31,734 | New | Q3 2026 | Nov 03, 2026 |
| M Holdings Securities, Inc. | History | Added to | 31,064 | 1,098 | 0.07% | 0.09% | 274 | +12,696 | 69.12% | Q3 2026 | Nov 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 30,046 | 1,092 | 0.11% | 0.1% | 275 | +4,557 | 17.88% | Q3 2026 | Oct 29, 2026 |
| NWAM LLC | History | No change | 28,947 | 1,059 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 29,057 | 1,056 | 0.5% | 0.03% | 277 | +26,990 | 1305.76% | Q3 2026 | Oct 15, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 28,936 | 1,051 | 0.43% | 0.43% | 278 | +1,581 | 5.78% | Q3 2026 | Oct 23, 2026 |
| J.M. Arbour, LLC | History | No change | 28,634 | 1,048 | 0.9% | 0.9% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 28,738 | 1,044 | 0.12% | 0.1% | 280 | +5,737 | 24.94% | Q3 2026 | Oct 19, 2026 |
| Capital Investment Management, Inc. | History | No change | 28,511 | 1,043 | 0.32% | 0.32% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Carmel Capital Partners, LLC | History | New | 28,256 | 1,027 | 0.37% | — | 282 | +28,256 | New | Q3 2026 | Nov 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 27,147 | 986 | 0.03% | 0.07% | 283 | -44,664 | -62.2% | Q3 2026 | Oct 08, 2026 |
| Latitude Advisors, LLC | History | Added to | 26,907 | 978 | 0.3% | 0.16% | 284 | +15,650 | 139.02% | Q3 2026 | Oct 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 26,840 | 975 | 0.07% | 0.03% | 285 | +12,850 | 91.85% | Q3 2026 | Oct 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 26,147 | 956 | 0.34% | 0.34% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 26,208 | 946 | 0.16% | 0.11% | 287 | +10,356 | 65.33% | Q3 2026 | Oct 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 25,733 | 941 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 25,583 | 929 | 0.2% | 0.08% | 289 | +15,491 | 153.5% | Q3 2026 | Oct 15, 2026 |
| GWN SECURITIES INC. | History | No change | 25,226 | 923 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLP Wealth Management, LLC | History | No change | 25,194 | 922 | 1.64% | 1.64% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 25,316 | 920 | 0.03% | — | 293 | +25,316 | New | Q3 2026 | Oct 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 25,145 | 920 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 25,282 | 919 | 0.85% | 0.84% | 294 | +921 | 3.78% | Q3 2026 | Oct 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 25,480 | 916 | 0.04% | 0.04% | 295 | -486 | -1.87% | Q3 2026 | Oct 09, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 24,372 | 892 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 24,116 | 882 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | No change | 23,668 | 866 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,478 | 859 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,431 | 851 | 0.03% | 0.02% | 300 | +3,510 | 17.62% | Q3 2026 | Oct 23, 2026 |