BlackRock ETF Trust II - HIMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,191,614 | 158,615 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,464,112 | 122,712 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,914,821 | 95,358 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 1,773,682 | 88,329 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,446,412 | 72,031 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,336,041 | 66,534 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,050,409 | 52,331 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 981,913 | 44,912 | 1.22% | — | 8 | +981,913 | New | Q3 2026 | Oct 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 796,239 | 39,652 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 677,219 | 33,726 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 625,952 | 31,172 | 4.2% | 4.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 674,199 | 30,797 | 0.04% | 0.04% | 12 | +101,241 | 17.67% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 492,770 | 24,539 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 460,490 | 22,932 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 451,477 | 22,483 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 445,415 | 22,181 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 400,595 | 19,949 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 395,093 | 19,675 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 337,157 | 16,790 | 0.49% | 0.49% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 313,825 | 15,628 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focused Wealth Management, Inc | History | Added to | 314,907 | 14,384 | 1.23% | 1.27% | 21 | +21,420 | 7.3% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 268,675 | 12,273 | 0.03% | 0.03% | 22 | +91,829 | 51.93% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 231,943 | 11,550 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 214,452 | 10,683 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 205,440 | 10,230 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 200,169 | 9,968 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 197,141 | 9,817 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 211,486 | 9,660 | 2.23% | 2.21% | 28 | +15,793 | 8.07% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 165,710 | 8,252 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 168,642 | 7,703 | 0.38% | 0.36% | 30 | +21,776 | 14.83% | Q3 2026 | Oct 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 168,549 | 7,699 | 0.08% | 0.08% | 31 | +1,380 | 0.83% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 146,353 | 7,288 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 149,207 | 6,815 | 0.3% | 0.36% | 33 | -6,836 | -4.38% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 127,070 | 6,328 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 125,401 | 5,728 | 0.04% | 0.03% | 35 | +38,531 | 44.35% | Q3 2026 | Oct 26, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 121,221 | 5,537 | 0.45% | 0.56% | 36 | -11,579 | -8.72% | Q3 2026 | Oct 16, 2026 |
| Willis Johnson Wealth, Inc. | History | Reduced | 118,652 | 5,420 | 0.3% | 0.48% | 37 | -53,848 | -31.22% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 104,980 | 5,227 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 109,889 | 5,019 | 0.09% | 0.08% | 39 | +19,252 | 21.24% | Q3 2026 | Nov 03, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 98,593 | 4,909 | 1.54% | 1.54% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,625 | 4,825 | 0.01% | 0.01% | 41 | +32,147 | 43.75% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 96,282 | 4,794 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 95,842 | 4,772 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 89,414 | 4,452 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,738 | 4,373 | 0.01% | 0.01% | 45 | -52,744 | -35.52% | Q3 2026 | Oct 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 84,878 | 4,227 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 82,829 | 4,124 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 80,137 | 3,990 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Services Network, LLC | History | No change | 71,149 | 3,543 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 76,795 | 3,508 | 0.17% | 0.19% | 50 | +10,051 | 15.06% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 61,565 | 3,058 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 59,734 | 2,974 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 55,483 | 2,763 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | Reduced | 55,379 | 2,529 | 1.81% | 2.23% | 54 | -1,736 | -3.04% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 44,705 | 2,226 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 42,034 | 2,093 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 44,419 | 2,029 | 0.34% | 0.14% | 57 | +29,184 | 191.56% | Q3 2026 | Oct 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,077 | 1,995 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 38,884 | 1,936 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 40,049 | 1,829 | 0.4% | 0.45% | 60 | -820 | -2.01% | Q3 2026 | Oct 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 38,785 | 1,761 | 0.11% | 0.13% | 61 | +966 | 2.55% | Q3 2026 | Oct 19, 2026 |
| GGM Financial LLC | History | No change | 35,362 | 1,761 | 0.67% | 0.67% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keebeck Wealth Management | History | No change | 35,296 | 1,757 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 34,160 | 1,701 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 33,113 | 1,649 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 32,938 | 1,640 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 32,521 | 1,619 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 31,998 | 1,593 | 0.59% | 0.59% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 31,355 | 1,561 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 33,351 | 1,523 | 0.17% | 0.15% | 70 | +7,726 | 30.15% | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 32,906 | 1,519 | 0.02% | 0.04% | 71 | -18,990 | -36.59% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 32,906 | 1,519 | 0.02% | 0.04% | 72 | -18,990 | -36.59% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 29,880 | 1,488 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 30,875 | 1,410 | 0.16% | 0.14% | 74 | +6,958 | 29.09% | Q3 2026 | Oct 13, 2026 |
| Keystone Global Partners, LLC | History | Added to | 29,428 | 1,344 | 0.48% | 0.4% | 75 | +8,285 | 39.19% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,769 | 1,254 | 0.0% | 0.0% | 76 | +12,637 | 83.51% | Q3 2026 | Oct 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,273 | 1,209 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 23,586 | 1,174 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | Reduced | 25,638 | 1,171 | 0.01% | 0.02% | 79 | -3,230 | -11.19% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 23,037 | 1,147 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 22,547 | 1,122 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 22,050 | 1,098 | 0.5% | 0.5% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 21,980 | 1,094 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,574 | 1,074 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COFG Advisors, LLC | History | No change | 20,653 | 1,028 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 22,255 | 1,016 | 0.57% | 0.64% | 86 | +111 | 0.5% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,770 | 994 | 0.01% | 0.01% | 87 | +9,624 | 79.24% | Q3 2026 | Oct 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,710 | 981 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 21,255 | 970 | 0.05% | 0.05% | 89 | +241 | 1.15% | Q3 2026 | Oct 16, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 19,341 | 963 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | No change | 18,688 | 930 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 18,399 | 916 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,274 | 910 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 19,343 | 883 | 0.05% | 0.1% | 94 | -14,651 | -43.1% | Q3 2026 | Oct 26, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 18,771 | 857 | 0.3% | 0.26% | 95 | -1,498 | -7.39% | Q3 2026 | Oct 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 18,599 | 849 | 0.33% | 0.13% | 96 | +12,008 | 182.19% | Q3 2026 | Oct 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 18,340 | 837 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,378 | 815 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 16,253 | 809 | 0.44% | 0.44% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 15,902 | 791 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL BANK & TRUST CO | History | New | 16,956 | 774 | 0.11% | — | 101 | +16,956 | New | Q3 2026 | Oct 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,905 | 772 | 0.01% | 0.01% | 102 | +8,902 | 111.23% | Q3 2026 | Oct 28, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 16,795 | 767 | 0.14% | 0.16% | 103 | +229 | 1.38% | Q3 2026 | Nov 03, 2026 |
| Quantinno Capital Management LP | History | No change | 15,313 | 762 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 16,299 | 744 | 0.14% | 0.13% | 105 | +2,254 | 16.05% | Q3 2026 | Oct 21, 2026 |
| Indivisible Partners | History | New | 16,236 | 741 | 0.03% | — | 106 | +16,236 | New | Q3 2026 | Oct 26, 2026 |
| Advyzon Investment Management, LLC | History | No change | 14,298 | 712 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 15,013 | 685 | 0.09% | 0.05% | 108 | +6,960 | 86.43% | Q3 2026 | Oct 19, 2026 |
| ARWA LLC | History | Reduced | 13,825 | 632 | 0.23% | 0.33% | 109 | -2,202 | -13.74% | Q3 2026 | Oct 21, 2026 |
| EQ LLC | History | No change | 12,424 | 618 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 12,220 | 608 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 12,112 | 603 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 12,691 | 579 | 0.15% | 0.53% | 113 | -28,151 | -68.93% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,583 | 576 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 12,541 | 572 | 0.1% | 0.15% | 115 | -3,963 | -24.01% | Q3 2026 | Oct 05, 2026 |
| Formidable Asset Management, LLC | History | Added to | 11,477 | 571 | 0.08% | 0.08% | 116 | +1,000 | 9.54% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 11,290 | 562 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11,282 | 561 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 12,076 | 551 | 0.01% | 0.01% | 119 | +4,562 | 60.71% | Q3 2026 | Nov 03, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 12,046 | 550 | 0.07% | 0.07% | 120 | +1,211 | 11.18% | Q3 2026 | Oct 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,819 | 538 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 10,535 | 524 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,510 | 523 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10,444 | 520 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | New | 11,186 | 510 | 0.01% | — | 125 | +11,186 | New | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 10,000 | 498 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 10,000 | 498 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,938 | 494 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 10,497 | 479 | 0.05% | 0.05% | 129 | +1,364 | 14.93% | Q3 2026 | Oct 28, 2026 |
| PFG Advisors | History | Reduced | 10,394 | 474 | 0.02% | 0.03% | 130 | -787 | -7.04% | Q3 2026 | Oct 15, 2026 |
| Rockport Wealth LLC | History | No change | 10,359 | 473 | 0.08% | 0.09% | 131 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Frisch Financial Group, Inc. | History | No change | 9,458 | 471 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 9,288 | 462 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 9,286 | 462 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,053 | 459 | 0.06% | 0.07% | 135 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,726 | 444 | 0.02% | 0.12% | 136 | -41,074 | -80.85% | Q3 2026 | Nov 04, 2026 |
| Haven Private, LLC | History | New | 9,677 | 442 | 0.17% | — | 138 | +9,677 | New | Q3 2026 | Oct 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,881 | 442 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 8,830 | 439 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 8,733 | 434 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 9,298 | 424 | 0.18% | 0.18% | 141 | +1,071 | 13.02% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | New | 9,223 | 421 | 0.0% | — | 142 | +9,223 | New | Q3 2026 | Nov 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,371 | 416 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parisi Gray Wealth Management | History | Added to | 8,998 | 411 | 0.08% | 0.07% | 144 | +2,111 | 30.65% | Q3 2026 | Oct 16, 2026 |
| BXM Wealth LLC | History | New | 8,980 | 410 | 0.22% | — | 146 | +8,980 | New | Q3 2026 | Nov 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,247 | 410 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,881 | 405 | 0.0% | 0.01% | 147 | -7,363 | -45.33% | Q3 2026 | Oct 23, 2026 |
| Ellis Investment Partners, LLC | History | New | 8,854 | 404 | 0.06% | — | 148 | +8,854 | New | Q3 2026 | Oct 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 8,814 | 402 | 0.04% | 0.03% | 149 | +1,621 | 22.54% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 8,021 | 399 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | New | 8,208 | 385 | 0.07% | — | 151 | +8,208 | New | Q3 2026 | Oct 29, 2026 |
| Apollon Financial, LLC | History | Added to | 8,330 | 380 | 0.04% | 0.04% | 152 | +2,050 | 32.64% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | New | 8,309 | 379 | 0.0% | — | 153 | +8,309 | New | Q3 2026 | Oct 28, 2026 |
| NOVEM GROUP | History | Added to | 8,238 | 376 | 0.04% | 0.04% | 154 | +99 | 1.22% | Q3 2026 | Oct 19, 2026 |
| Invst, LLC | History | No change | 7,512 | 374 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 8,062 | 368 | 0.2% | 0.18% | 159 | +1,610 | 24.95% | Q3 2026 | Oct 27, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 8,103 | 368 | 0.04% | 0.05% | 158 | -482 | -5.61% | Q3 2026 | Oct 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,397 | 368 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, LLC | History | No change | 7,397 | 368 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 7,363 | 367 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 7,171 | 357 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 7,097 | 347 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,963 | 346 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,393 | 337 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,609 | 329 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KM Capital Management Ltd. | History | No change | 6,620 | 329 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 6,612 | 329 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 6,562 | 326 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 6,513 | 324 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,026 | 320 | 0.0% | 0.0% | 170 | -2,581 | -26.87% | Q3 2026 | Oct 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 6,588 | 316 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMG National Trust Bank | History | No change | 6,266 | 312 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,652 | 303 | 0.01% | 0.01% | 173 | -196 | -2.86% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,197 | 283 | 0.0% | 0.01% | 174 | -2,973 | -32.42% | Q3 2026 | Oct 16, 2026 |
| Commerce Advisors, LLC | History | Added to | 5,884 | 268 | 0.13% | 0.16% | 175 | +55 | 0.94% | Q3 2026 | Oct 19, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 5,863 | 267 | 0.06% | — | 176 | +5,863 | New | Q3 2026 | Oct 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,248 | 261 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESBANCO BANK INC | History | Added to | 5,670 | 259 | 0.01% | 0.01% | 178 | +665 | 13.29% | Q3 2026 | Nov 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,596 | 255 | 0.01% | 0.01% | 179 | +460 | 8.96% | Q3 2026 | Oct 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,542 | 253 | 0.0% | 0.0% | 180 | -48 | -0.86% | Q3 2026 | Oct 30, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 5,538 | 252 | 0.05% | 0.05% | 181 | +84 | 1.54% | Q3 2026 | Oct 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 5,064 | 252 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 5,500 | 251 | 0.01% | — | 183 | +5,500 | New | Q3 2026 | Oct 08, 2026 |
| Sovran Advisors, LLC | History | New | 5,287 | 248 | 0.02% | — | 184 | +5,287 | New | Q3 2026 | Oct 30, 2026 |
| Sowell Financial Services LLC | History | New | 5,367 | 245 | 0.01% | — | 185 | +5,367 | New | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 5,339 | 243 | 0.01% | — | 186 | +5,339 | New | Q3 2026 | Nov 03, 2026 |
| YANKCOM Partnership | History | Reduced | 5,309 | 242 | 0.08% | 0.1% | 187 | -73 | -1.36% | Q3 2026 | Oct 15, 2026 |
| Marion Wealth Management | History | No change | 5,286 | 241 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 4,815 | 239 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,138 | 234 | 0.0% | 0.01% | 190 | -3,799 | -42.51% | Q3 2026 | Oct 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,684 | 233 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 4,694 | 233 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 4,616 | 229 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,973 | 227 | 0.02% | 0.02% | 194 | -187 | -3.62% | Q3 2026 | Oct 28, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,965 | 226 | 0.08% | 0.09% | 195 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 4,915 | 224 | 0.03% | — | 196 | +4,915 | New | Q3 2026 | Oct 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,770 | 217 | 0.01% | 0.01% | 197 | -64 | -1.32% | Q3 2026 | Oct 27, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | New | 4,735 | 216 | 0.14% | — | 198 | +4,735 | New | Q3 2026 | Oct 13, 2026 |
| EWA, LLC | History | No change | 4,312 | 214 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,660 | 212 | 0.01% | — | 200 | +4,660 | New | Q3 2026 | Oct 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 4,507 | 205 | 0.02% | 0.03% | 202 | -1,785 | -28.37% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,125 | 205 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 4,068 | 202 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,066 | 202 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,095 | 187 | 0.01% | 0.0% | 205 | +3,289 | 408.06% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,197 | 159 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 3,500 | 159 | 0.12% | 0.11% | 207 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,128 | 142 | 0.0% | 0.01% | 208 | -2,159 | -40.84% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,591 | 118 | 0.01% | 0.01% | 209 | +1,355 | 109.63% | Q3 2026 | Oct 01, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,423 | 110 | 0.0% | 0.0% | 210 | -81 | -3.23% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,121 | 105 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,858 | 92 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,700 | 77 | 0.0% | — | 215 | +1,700 | New | Q3 2026 | Nov 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,696 | 77 | 0.13% | 0.03% | 213 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,550 | 77 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 1,459 | 66 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Latitude Advisors, LLC | History | New | 1,438 | 65 | 0.02% | — | 217 | +1,438 | New | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 923 | 42 | 0.0% | 0.0% | 218 | +344 | 59.41% | Q3 2026 | Nov 02, 2026 |
| Mainstream Capital Management LLC | History | New | 850 | 38 | 0.02% | — | 219 | +850 | New | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 723 | 36 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 727 | 36 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Independent Advisors | History | New | 690 | 31 | 0.0% | — | 222 | +690 | New | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 481 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 469 | 21 | 0.01% | 0.0% | 224 | +237 | 102.16% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 415 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 399 | 18 | 0.01% | 0.02% | 226 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TSFG, LLC | History | Reduced | 374 | 17 | 0.0% | 0.01% | 227 | -1,908 | -83.61% | Q3 2026 | Oct 23, 2026 |
| Hughes Financial Services, LLC | History | New | 353 | 16 | 0.0% | — | 228 | +353 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 300 | 14 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocate Investing Services LLC | History | No change | 216 | 9 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PlanVest Financial, Inc | History | No change | 200 | 9 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Place Capital Corp | History | No change | 144 | 7 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 152 | 6 | 0.0% | 0.0% | 234 | -709 | -82.35% | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 118 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WealthShield Partners, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthAvenue LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 85 | 3 | 0.0% | — | 242 | +85 | New | Q3 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 75 | 3 | 0.0% | 0.0% | 240 | +45 | 150.0% | Q3 2026 | Oct 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 61 | 2 | 0.0% | — | 243 | +43 | 238.89% | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 33 | 1 | 0.0% | — | 244 | +33 | New | Q3 2026 | Oct 28, 2026 |
| Cardinal Strategic Wealth Guidance | History | Closed out | 0 | 0 | — | 0.14% | — | -12,204 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,912 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Shepherd Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,070 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,026 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,604 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,247 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,127 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,675 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.13% | — | -5,149 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,026 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,831 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,120 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SOFI WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |