BlackRock ETF Trust - IALT
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 | 50,663,703 | 1,421,115 | 0.33% | 0.33% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 21,732,229 | 609,589 | 0.14% | 0.14% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,676,181 | 300,107 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 5,509,230 | 154,533 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,023,371 | 140,905 | 0.67% | 0.67% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,047,440 | 120,857 | 0.74% | 0.68% | 6 | +152,588 | 3.92% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,583,114 | 100,506 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 3,489,256 | 97,873 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,176,236 | 89,093 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,964,562 | 83,156 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 2,961,952 | 83,082 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,729,797 | 76,570 | 0.79% | 0.79% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,408,810 | 67,567 | 0.57% | 0.57% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,241,899 | 62,885 | 0.29% | 0.29% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 2,116,253 | 59,360 | 2.16% | 2.16% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,106,903 | 59,098 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,845,787 | 55,115 | 0.07% | 0.04% | 17 | +634,952 | 52.44% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 1,644,090 | 46,116 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trek Financial, LLC | History | Added to | 1,470,116 | 43,897 | 2.03% | 0.36% | 19 | +1,208,993 | 463.0% | Q3 2026 | Oct 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,435,675 | 40,089 | 0.22% | 0.22% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | New | 1,324,545 | 39,550 | 2.2% | — | 21 | +1,324,545 | New | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,298,594 | 38,776 | 0.11% | 0.02% | 22 | +1,119,914 | 626.77% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,155,791 | 34,511 | 0.29% | 0.2% | 23 | +522,792 | 82.59% | Q3 2026 | Oct 28, 2026 |
| SK Wealth Management, LLC | History | No change | 1,170,248 | 33,866 | 7.63% | 7.63% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JB Capital LLC | History | Reduced | 1,116,282 | 33,332 | 1.14% | 1.12% | 25 | -35,636 | -3.09% | Q3 2026 | Oct 19, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,098,849 | 32,811 | 0.02% | 0.02% | 26 | +111,815 | 11.33% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,062,594 | 29,805 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,053,590 | 29,553 | 0.18% | 0.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,023,364 | 28,705 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | Added to | 952,919 | 28,454 | 3.43% | 2.93% | 30 | +87,635 | 10.13% | Q3 2026 | Oct 22, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 935,066 | 27,921 | 1.92% | — | 31 | +935,066 | New | Q3 2026 | Oct 20, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 848,817 | 25,345 | 2.04% | 1.46% | 32 | +217,405 | 34.43% | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | Added to | 828,332 | 24,733 | 0.74% | 0.69% | 33 | +9,049 | 1.1% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 778,017 | 21,835 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 707,520 | 21,126 | 0.03% | 0.02% | 35 | +64,852 | 10.09% | Q3 2026 | Oct 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 748,336 | 20,990 | 0.45% | 0.45% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 643,484 | 19,214 | 2.5% | 2.13% | 37 | +66,634 | 11.55% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 665,563 | 18,669 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 570,711 | 17,041 | 0.84% | 0.74% | 39 | +37,137 | 6.96% | Q3 2026 | Oct 14, 2026 |
| Security Financial Services, INC. | History | Added to | 557,707 | 16,653 | 2.22% | 1.91% | 40 | +66,826 | 13.61% | Q3 2026 | Oct 29, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 547,961 | 16,362 | 2.7% | 2.38% | 41 | +17,977 | 3.39% | Q3 2026 | Oct 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 540,019 | 16,249 | 1.05% | 0.96% | 42 | +24,269 | 4.71% | Q3 2026 | Oct 19, 2026 |
| AE Wealth Management LLC | History | No change | 571,535 | 16,031 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 571,327 | 16,026 | 0.37% | 0.37% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldstein Advisors, LLC | History | Added to | 529,290 | 15,804 | 1.4% | 1.35% | 45 | +2,336 | 0.44% | Q3 2026 | Oct 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 528,966 | 15,794 | 0.48% | 0.3% | 46 | +189,795 | 55.96% | Q3 2026 | Oct 29, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 526,154 | 15,710 | 1.72% | — | 47 | +526,154 | New | Q3 2026 | Nov 03, 2026 |
| Buttonwood Financial Group, LLC | History | New | 516,105 | 15,529 | 7.82% | — | 48 | +516,105 | New | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 507,358 | 15,175 | 0.02% | 0.02% | 49 | +110,144 | 27.73% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 483,226 | 14,429 | 0.14% | 0.13% | 50 | +5,520 | 1.16% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 472,724 | 14,116 | 0.03% | — | 51 | +472,724 | New | Q3 2026 | Nov 02, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 432,923 | 12,927 | 5.07% | 2.62% | 52 | +218,482 | 101.88% | Q3 2026 | Nov 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 449,617 | 12,611 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 421,697 | 12,591 | 1.64% | 1.5% | 54 | +18,590 | 4.61% | Q3 2026 | Oct 23, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 447,483 | 12,551 | 0.76% | 0.76% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Archer Investment Management, LLC | History | Added to | 413,677 | 12,352 | 3.89% | 2.81% | 56 | +120,425 | 41.07% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 434,013 | 12,174 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 432,627 | 12,135 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelly Financial Services LLC | History | Added to | 388,331 | 11,595 | 2.5% | 2.2% | 59 | +22,275 | 6.09% | Q3 2026 | Oct 20, 2026 |
| &PARTNERS | History | No change | 400,486 | 11,319 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 403,110 | 11,307 | 2.47% | 2.47% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Scissortail Wealth Management, LLC | History | New | 375,804 | 11,221 | 2.06% | — | 62 | +375,804 | New | Q3 2026 | Nov 03, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 366,066 | 10,930 | 0.27% | 0.28% | 63 | -23,593 | -6.05% | Q3 2026 | Oct 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 346,779 | 10,354 | 1.14% | 0.24% | 64 | +273,030 | 370.22% | Q3 2026 | Oct 22, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 345,880 | 10,327 | 1.0% | 0.94% | 65 | +14,953 | 4.52% | Q3 2026 | Oct 13, 2026 |
| TSFG, LLC | History | Added to | 340,014 | 10,153 | 2.34% | 1.2% | 66 | +1,167 | 0.34% | Q3 2026 | Oct 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 361,743 | 10,147 | 0.67% | 0.67% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | Added to | 332,984 | 9,942 | 0.85% | 0.79% | 68 | +4,566 | 1.39% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 347,521 | 9,747 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 320,587 | 9,572 | 0.16% | 0.15% | 70 | +27,531 | 9.39% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 334,238 | 9,375 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 301,869 | 9,013 | 1.04% | 0.99% | 72 | +5,624 | 1.9% | Q3 2026 | Oct 20, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 319,003 | 8,948 | 0.75% | 0.75% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 294,975 | 8,807 | 0.01% | 0.01% | 74 | +51,082 | 20.94% | Q3 2026 | Oct 21, 2026 |
| Mutual Advisors, LLC | History | No change | 313,134 | 8,783 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 308,997 | 8,667 | 0.96% | 0.96% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 288,320 | 8,609 | 0.17% | 0.13% | 77 | +66,505 | 29.98% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 301,882 | 8,467 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 277,124 | 8,274 | 0.75% | 0.6% | 79 | +40,081 | 16.91% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 293,807 | 8,241 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 292,255 | 8,197 | 1.98% | 1.98% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 264,194 | 7,894 | 0.12% | 0.09% | 82 | +76,098 | 40.46% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 264,194 | 7,894 | 0.12% | 0.09% | 83 | +76,098 | 40.46% | Q3 2026 | Oct 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 278,073 | 7,799 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 259,353 | 7,744 | 2.09% | 1.91% | 85 | +9,487 | 3.8% | Q3 2026 | Oct 22, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 259,113 | 7,737 | 2.45% | 2.28% | 86 | +2,584 | 1.01% | Q3 2026 | Oct 13, 2026 |
| Keystone Financial Group | History | No change | 274,563 | 7,701 | 0.46% | 0.46% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 238,166 | 7,111 | 0.05% | 0.04% | 88 | +63,676 | 36.49% | Q3 2026 | Oct 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 232,622 | 6,946 | 2.13% | 1.99% | 89 | +6,969 | 3.09% | Q3 2026 | Oct 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 247,592 | 6,944 | 1.26% | 1.26% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 229,078 | 6,840 | 0.05% | 0.05% | 91 | +7,605 | 3.43% | Q3 2026 | Oct 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 241,245 | 6,766 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 219,078 | 6,541 | 3.74% | 2.93% | 93 | +32,158 | 17.2% | Q3 2026 | Oct 20, 2026 |
| 15 Wealth Advisors LLC | History | New | 214,523 | 6,406 | 1.6% | — | 94 | +214,523 | New | Q3 2026 | Oct 14, 2026 |
| Embree Financial Group | History | Added to | 212,339 | 6,340 | 0.62% | 0.38% | 95 | +77,808 | 57.84% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 221,603 | 6,215 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSA Wealth Managment LLC | History | Added to | 206,302 | 6,160 | 1.73% | 1.47% | 97 | +20,457 | 11.01% | Q3 2026 | Oct 22, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 204,726 | 6,113 | 0.96% | 0.59% | 98 | +74,472 | 57.17% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 216,124 | 6,062 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apeiron RIA LLC | History | Added to | 202,574 | 6,044 | 1.37% | 0.7% | 100 | +105,108 | 107.84% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 209,980 | 5,889 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PAX Financial Group, LLC | History | No change | 209,742 | 5,883 | 0.87% | 0.87% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Reduced | 192,597 | 5,750 | 0.06% | 0.06% | 103 | -31,806 | -14.17% | Q3 2026 | Oct 22, 2026 |
| Stokes Family Office, LLC | History | No change | 203,957 | 5,720 | 0.67% | 0.67% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 190,444 | 5,686 | 3.72% | 2.73% | 105 | +43,680 | 29.76% | Q3 2026 | Oct 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 186,343 | 5,564 | 1.1% | 0.93% | 106 | +16,049 | 9.42% | Q3 2026 | Oct 15, 2026 |
| Plancorp, LLC | History | Reduced | 188,131 | 5,544 | 0.13% | 0.14% | 107 | -20,413 | -9.79% | Q3 2026 | Nov 02, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 194,132 | 5,445 | 2.21% | 2.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 192,050 | 5,387 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | Added to | 180,155 | 5,379 | 2.19% | 0.09% | 110 | +171,630 | 2013.26% | Q3 2026 | Nov 03, 2026 |
| Keystone Financial Services | History | No change | 189,907 | 5,326 | 1.37% | 1.37% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invst, LLC | History | No change | 184,463 | 5,174 | 0.5% | 0.5% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 170,686 | 5,096 | 1.16% | 1.13% | 113 | -4,638 | -2.65% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 181,351 | 5,086 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 180,588 | 5,065 | 4.29% | 4.29% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WNY Asset Management, LLC | History | No change | 178,259 | 5,000 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 177,637 | 4,982 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 166,784 | 4,980 | 0.15% | 0.11% | 118 | +50,526 | 43.46% | Q3 2026 | Oct 23, 2026 |
| West Wealth Group, LLC | History | Added to | 166,783 | 4,980 | 0.77% | 0.7% | 119 | +13,419 | 8.75% | Q3 2026 | Oct 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 176,392 | 4,947 | 1.41% | 1.41% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Group LLC | History | No change | 175,743 | 4,929 | 0.55% | 0.55% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 174,643 | 4,898 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOFI WEALTH, LLC | History | New | 163,868 | 4,893 | 0.19% | — | 123 | +163,868 | New | Q3 2026 | Oct 27, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 161,572 | 4,861 | 0.57% | 0.55% | 124 | +2,838 | 1.79% | Q3 2026 | Oct 21, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 162,033 | 4,838 | 1.95% | 1.92% | 125 | -2,257 | -1.37% | Q3 2026 | Oct 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 169,621 | 4,757 | 1.06% | 1.06% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 154,442 | 4,611 | 2.39% | 1.3% | 127 | +64,087 | 70.93% | Q3 2026 | Oct 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 152,769 | 4,561 | 0.11% | 0.11% | 128 | +4,891 | 3.31% | Q3 2026 | Oct 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 150,317 | 4,488 | 0.39% | 0.18% | 129 | +79,281 | 111.61% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 146,795 | 4,383 | 0.05% | 0.05% | 130 | -8,312 | -5.36% | Q3 2026 | Oct 15, 2026 |
| Steelhead Wealth Management LLC | History | No change | 155,880 | 4,372 | 1.76% | 1.76% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 143,116 | 4,273 | 1.33% | 1.26% | 132 | -78 | -0.05% | Q3 2026 | Nov 03, 2026 |
| Frisch Financial Group, Inc. | History | No change | 149,458 | 4,192 | 0.72% | 0.72% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 139,445 | 4,154 | 2.83% | 2.59% | 134 | +7,672 | 5.82% | Q3 2026 | Oct 26, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 138,883 | 4,147 | 2.04% | 1.71% | 135 | +6,017 | 4.53% | Q3 2026 | Oct 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 136,275 | 4,069 | 0.12% | 0.11% | 136 | +7,463 | 5.79% | Q3 2026 | Oct 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 137,833 | 3,866 | 0.33% | 0.33% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Claro Advisors Inc. | History | Added to | 126,989 | 3,791 | 0.37% | 0.37% | 138 | +2,622 | 2.11% | Q3 2026 | Nov 02, 2026 |
| Wealth Quarterback LLC | History | Added to | 125,572 | 3,749 | 1.14% | 1.03% | 139 | +6,948 | 5.86% | Q3 2026 | Oct 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 132,135 | 3,706 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avid Wealth Partners LLC | History | Added to | 122,465 | 3,656 | 1.67% | 1.54% | 141 | +8,843 | 7.78% | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 120,401 | 3,595 | 0.33% | 0.3% | 142 | +2,830 | 2.41% | Q3 2026 | Nov 02, 2026 |
| Newport Capital Group, LLC | History | New | 121,796 | 3,560 | 2.39% | — | 143 | +121,796 | New | Q3 2026 | Oct 15, 2026 |
| Balefire, LLC | History | Added to | 118,227 | 3,530 | 0.56% | 0.34% | 144 | +44,442 | 60.23% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 117,557 | 3,510 | 0.06% | 0.06% | 145 | +5,488 | 4.9% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | No change | 124,896 | 3,503 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | New | 116,113 | 3,467 | 1.85% | — | 147 | +116,113 | New | Q3 2026 | Oct 20, 2026 |
| Security National Bank | History | New | 115,329 | 3,443 | 0.4% | — | 148 | +115,329 | New | Q3 2026 | Oct 26, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 122,635 | 3,439 | 2.53% | 2.53% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kensington Asset Management, LLC | History | No change | 120,000 | 3,366 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 110,943 | 3,322 | 0.23% | 0.21% | 151 | +13,268 | 13.58% | Q3 2026 | Oct 30, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 110,313 | 3,293 | 1.14% | 1.04% | 152 | +3,117 | 2.91% | Q3 2026 | Oct 13, 2026 |
| Town Capital LLC | History | Added to | 110,021 | 3,285 | 2.1% | 1.94% | 153 | +1,031 | 0.95% | Q3 2026 | Nov 03, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 115,305 | 3,234 | 1.45% | 1.45% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 107,598 | 3,212 | 0.1% | 0.09% | 155 | -2,170 | -1.98% | Q3 2026 | Oct 27, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 113,117 | 3,172 | 0.49% | 0.49% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 105,730 | 3,157 | 0.32% | 0.3% | 157 | -3,965 | -3.61% | Q3 2026 | Oct 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 112,361 | 3,151 | 1.08% | 1.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daviman Financial, LLC | History | No change | 111,963 | 3,140 | 1.73% | 1.73% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Added to | 104,759 | 3,128 | 0.16% | 0.14% | 160 | +8,616 | 8.96% | Q3 2026 | Oct 15, 2026 |
| Tyche Wealth Partners LLC | History | No change | 110,205 | 3,091 | 0.43% | 0.43% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 109,971 | 3,084 | 0.7% | 0.7% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 107,427 | 3,013 | 0.27% | 0.27% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 107,059 | 3,003 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 106,464 | 2,986 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 98,643 | 2,945 | 0.02% | 0.02% | 166 | +15,255 | 18.29% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 95,811 | 2,882 | 0.36% | 0.34% | 167 | +1,866 | 1.99% | Q3 2026 | Oct 16, 2026 |
| Vertex Planning Partners, LLC | History | No change | 100,601 | 2,821 | 0.42% | 0.42% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 93,595 | 2,794 | 1.29% | 1.3% | 169 | -6,686 | -6.67% | Q3 2026 | Oct 23, 2026 |
| Asset One Wealth Management LLC | History | New | 93,348 | 2,787 | 0.24% | — | 170 | +93,348 | New | Q3 2026 | Nov 02, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 93,287 | 2,785 | 0.71% | 0.64% | 171 | +5,749 | 6.57% | Q3 2026 | Oct 15, 2026 |
| Chatterton & Associates Inc. | History | No change | 97,798 | 2,785 | 1.64% | 1.64% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arch Global Advisors, LLC | History | New | 92,792 | 2,770 | 1.15% | — | 173 | +92,792 | New | Q3 2026 | Oct 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 98,073 | 2,750 | 0.67% | 0.67% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 89,442 | 2,670 | 0.26% | 0.14% | 175 | +39,141 | 77.81% | Q3 2026 | Oct 14, 2026 |
| Bedminster, LLC | History | No change | 95,170 | 2,669 | 2.28% | 2.28% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 86,972 | 2,596 | 0.03% | 0.03% | 177 | +6,089 | 7.53% | Q3 2026 | Oct 23, 2026 |
| EQ LLC | History | No change | 91,703 | 2,572 | 0.63% | 0.63% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 91,390 | 2,563 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Csenge Advisory Group | History | No change | 89,823 | 2,519 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EWA, LLC | History | No change | 88,911 | 2,493 | 0.45% | 0.45% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 83,346 | 2,488 | 0.07% | — | 182 | +83,346 | New | Q3 2026 | Oct 22, 2026 |
| Beacon Capital Management, LLC | History | Added to | 82,184 | 2,454 | 0.34% | 0.15% | 183 | +46,687 | 131.52% | Q3 2026 | Oct 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 81,948 | 2,448 | 0.26% | 0.36% | 184 | -5,175 | -5.94% | Q3 2026 | Oct 26, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 83,044 | 2,403 | 0.97% | 0.97% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 81,885 | 2,330 | 1.22% | 1.22% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 76,995 | 2,299 | 0.03% | 0.03% | 187 | +10,668 | 16.08% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 81,342 | 2,281 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 80,649 | 2,262 | 2.12% | 2.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THEORY FINANCIAL LLC | History | No change | 80,322 | 2,253 | 0.71% | 0.71% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 74,851 | 2,235 | 0.84% | 0.68% | 191 | -11,086 | -12.9% | Q3 2026 | Oct 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 74,738 | 2,231 | 0.43% | 0.3% | 192 | +20,451 | 37.67% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 79,350 | 2,225 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 79,157 | 2,220 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 74,019 | 2,210 | 0.35% | 0.6% | 195 | -62,187 | -45.66% | Q3 2026 | Oct 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 73,653 | 2,199 | 0.04% | 0.03% | 196 | +2,038 | 2.85% | Q3 2026 | Oct 28, 2026 |
| WealthShield Partners, LLC | History | No change | 77,709 | 2,179 | 0.33% | 0.33% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | New | 71,982 | 2,149 | 0.52% | — | 198 | +71,982 | New | Q3 2026 | Oct 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 74,889 | 2,100 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 69,814 | 2,084 | 0.87% | 0.68% | 200 | +19,879 | 39.81% | Q3 2026 | Oct 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 68,497 | 2,045 | 0.47% | 0.42% | 201 | +4,891 | 7.69% | Q3 2026 | Oct 19, 2026 |
| AlphaCore Capital LLC | History | No change | 71,990 | 2,019 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forum Finance Group S.A. | History | No change | 88,071 | 1,996 | 0.72% | 0.72% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 66,123 | 1,974 | 0.03% | — | 204 | +66,123 | New | Q3 2026 | Oct 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 70,191 | 1,968 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 67,777 | 1,901 | 1.08% | 1.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 61,419 | 1,833 | 1.02% | 0.97% | 207 | +1,071 | 1.77% | Q3 2026 | Oct 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 61,058 | 1,823 | 0.1% | 0.09% | 208 | -20 | -0.03% | Q3 2026 | Nov 03, 2026 |
| Integrated Advisors Network LLC | History | Added to | 60,741 | 1,813 | 0.08% | 0.06% | 209 | +11,745 | 23.97% | Q3 2026 | Oct 20, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 59,424 | 1,774 | 0.51% | 0.28% | 210 | +22,249 | 59.85% | Q3 2026 | Oct 26, 2026 |
| ArborFi Advisors, LLC | History | No change | 62,701 | 1,758 | 1.27% | 1.27% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 62,394 | 1,750 | 0.17% | 0.17% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 61,505 | 1,725 | 0.64% | 0.64% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 61,397 | 1,722 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 57,543 | 1,718 | 1.42% | 1.37% | 215 | -291 | -0.5% | Q3 2026 | Oct 20, 2026 |
| Hyposwiss Advisors SA | History | Added to | 55,940 | 1,670 | 1.59% | 1.46% | 216 | +1,100 | 2.01% | Q3 2026 | Oct 26, 2026 |
| Aspire Capital Advisors LLC | History | No change | 58,772 | 1,648 | 0.32% | 0.32% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 54,285 | 1,620 | 0.08% | 0.03% | 218 | +31,336 | 136.55% | Q3 2026 | Oct 22, 2026 |
| Rothschild Wealth LLC | History | No change | 57,180 | 1,603 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M1 Capital Management LLC | History | No change | 56,697 | 1,590 | 0.59% | 0.59% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 53,135 | 1,586 | 0.03% | 0.02% | 221 | +9,969 | 23.09% | Q3 2026 | Oct 13, 2026 |
| Insight Wealth Strategies, LLC | History | New | 52,868 | 1,578 | 0.16% | — | 223 | +52,868 | New | Q3 2026 | Oct 09, 2026 |
| Atlatl Advisers LLC | History | Reduced | 52,855 | 1,578 | 0.37% | 0.37% | 222 | -2,110 | -3.84% | Q3 2026 | Oct 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 52,710 | 1,573 | 0.17% | 0.12% | 224 | +12,716 | 31.79% | Q3 2026 | Oct 29, 2026 |
| Elequin Capital, LP | History | No change | 56,013 | 1,571 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 52,541 | 1,568 | 0.29% | 0.28% | 226 | +392 | 0.75% | Q3 2026 | Oct 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 52,195 | 1,558 | 0.17% | 0.14% | 227 | +12,378 | 31.09% | Q3 2026 | Oct 13, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 52,206 | 1,558 | 1.0% | 0.73% | 228 | +11,475 | 28.17% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 50,941 | 1,521 | 0.02% | — | 229 | +50,941 | New | Q3 2026 | Oct 30, 2026 |
| Sigma Planning Corp | History | Added to | 50,841 | 1,518 | 0.04% | 0.01% | 230 | +35,546 | 232.4% | Q3 2026 | Oct 23, 2026 |
| WealthPoint Financial, LLC | History | Added to | 50,695 | 1,513 | 1.08% | 1.02% | 231 | +1,012 | 2.04% | Q3 2026 | Nov 03, 2026 |
| SEEDS INVESTOR LLC | History | No change | 53,747 | 1,507 | 0.15% | 0.15% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | Added to | 49,611 | 1,488 | 0.33% | 0.31% | 233 | +1,745 | 3.65% | Q3 2026 | Oct 13, 2026 |
| SWMG, LLC | History | Reduced | 49,540 | 1,469 | 0.32% | 0.37% | 234 | -5,505 | -10.0% | Q3 2026 | Oct 23, 2026 |
| Argent Trust Co | History | No change | 51,827 | 1,453 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 51,508 | 1,444 | 0.27% | 0.27% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 51,199 | 1,436 | 0.49% | 0.49% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 47,750 | 1,425 | 0.46% | 0.43% | 238 | +1,120 | 2.4% | Q3 2026 | Oct 16, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 49,934 | 1,400 | 1.08% | 1.08% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,370 | 1,384 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassilly Financial Group LLC | History | Added to | 46,212 | 1,379 | 0.93% | 0.82% | 241 | +5,918 | 14.69% | Q3 2026 | Oct 07, 2026 |
| Optivise Advisory Services LLC | History | Added to | 45,954 | 1,372 | 0.67% | 0.6% | 242 | +3,725 | 8.82% | Q3 2026 | Oct 16, 2026 |
| J.M. Arbour, LLC | History | No change | 48,505 | 1,360 | 1.17% | 1.17% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 47,891 | 1,343 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 44,259 | 1,321 | 0.1% | 0.1% | 245 | -8,359 | -15.89% | Q3 2026 | Oct 13, 2026 |
| Rede Wealth, LLC | History | Added to | 44,066 | 1,315 | 0.43% | 0.35% | 246 | +6,263 | 16.57% | Q3 2026 | Oct 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 43,782 | 1,307 | 0.05% | 0.06% | 247 | +2,496 | 6.05% | Q3 2026 | Oct 13, 2026 |
| Oak Grove Capital LLC | History | No change | 43,000 | 1,283 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 45,633 | 1,280 | 0.59% | 0.59% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 42,635 | 1,273 | 0.24% | 0.18% | 250 | +8,683 | 25.57% | Q3 2026 | Oct 21, 2026 |
| Marex Group Ltd | History | No change | 45,000 | 1,262 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 41,813 | 1,248 | 0.4% | 0.14% | 252 | +25,904 | 162.83% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Management | History | Added to | 41,319 | 1,233 | 1.21% | 0.99% | 253 | +7,985 | 23.95% | Q3 2026 | Oct 19, 2026 |
| Hopwood Nicholas Hunter | History | No change | 42,994 | 1,205 | 0.33% | 0.33% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | New | 39,964 | 1,193 | 0.16% | — | 255 | +39,964 | New | Q3 2026 | Oct 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 40,125 | 1,125 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 37,330 | 1,112 | 0.55% | 0.46% | 257 | +4,715 | 14.46% | Q3 2026 | Oct 15, 2026 |
| Keebeck Wealth Management | History | No change | 39,507 | 1,108 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 36,829 | 1,099 | 0.26% | 0.23% | 259 | +3,355 | 10.02% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 36,430 | 1,087 | 0.03% | 0.03% | 260 | +3,604 | 10.98% | Q3 2026 | Oct 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 38,181 | 1,070 | 0.3% | 0.3% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 35,251 | 1,052 | 0.05% | 0.05% | 262 | -912 | -2.52% | Q3 2026 | Nov 03, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 34,240 | 1,022 | 0.22% | — | 263 | +34,240 | New | Q3 2026 | Oct 30, 2026 |
| Asempa Wealth Advisors | History | Added to | 34,062 | 1,016 | 0.78% | 0.44% | 264 | +13,044 | 62.06% | Q3 2026 | Oct 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 33,639 | 1,004 | 0.07% | 0.06% | 265 | -718 | -2.09% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 35,725 | 1,002 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 35,119 | 985 | 0.27% | 0.27% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 31,850 | 951 | 0.01% | 0.01% | 268 | -1,349 | -4.06% | Q3 2026 | Nov 03, 2026 |
| Cadia Private Client LLC | History | No change | 33,201 | 931 | 0.67% | 0.67% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Financial Group LLC | History | New | 30,854 | 921 | 0.26% | — | 271 | +30,854 | New | Q3 2026 | Oct 16, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 30,861 | 921 | 0.76% | 0.69% | 270 | +1,928 | 6.66% | Q3 2026 | Oct 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 30,649 | 915 | 0.48% | 0.47% | 272 | +32 | 0.1% | Q3 2026 | Oct 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 32,580 | 914 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RDA Financial Network | History | Reduced | 30,510 | 911 | 0.2% | 0.19% | 274 | -42 | -0.14% | Q3 2026 | Oct 15, 2026 |
| United Advisor Group, LLC | History | Added to | 29,537 | 881 | 0.08% | 0.08% | 275 | +1,374 | 4.88% | Q3 2026 | Nov 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 28,540 | 852 | 0.01% | 0.01% | 276 | +7,703 | 36.97% | Q3 2026 | Oct 21, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 28,490 | 850 | 0.47% | 0.35% | 277 | +6,076 | 27.11% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 28,354 | 846 | 0.05% | — | 278 | +28,354 | New | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,658 | 831 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWG Investments, LLC. | History | Added to | 27,821 | 830 | 0.4% | 0.31% | 280 | +6,914 | 33.07% | Q3 2026 | Nov 03, 2026 |
| WealthTrak Capital Management LLC | History | No change | 29,473 | 826 | 0.54% | 0.54% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 27,513 | 821 | 0.35% | 0.28% | 282 | +5,633 | 25.74% | Q3 2026 | Oct 22, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 27,482 | 820 | 0.09% | 0.04% | 283 | +16,468 | 149.52% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 27,193 | 811 | 0.06% | 0.03% | 284 | +12,439 | 84.31% | Q3 2026 | Oct 20, 2026 |
| LongView Wealth Management | History | Added to | 27,111 | 809 | 0.2% | 0.07% | 285 | +17,518 | 182.61% | Q3 2026 | Oct 19, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 28,738 | 806 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key Capital Management, INC | History | Added to | 26,663 | 796 | 0.29% | 0.19% | 287 | +13,244 | 98.7% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,279 | 793 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oak Wealth Advisors LLC | History | No change | 28,109 | 788 | 0.38% | 0.38% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 26,246 | 783 | 0.48% | 0.45% | 290 | +575 | 2.24% | Q3 2026 | Nov 03, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 27,717 | 777 | 0.42% | 0.42% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 27,500 | 771 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Advisory Services, LLC | History | New | 25,122 | 750 | 0.54% | — | 293 | +25,122 | New | Q3 2026 | Oct 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 25,050 | 748 | 0.03% | — | 294 | +25,050 | New | Q3 2026 | Oct 26, 2026 |
| Accelerate Investment Advisors LLC | History | New | 24,427 | 729 | 0.41% | — | 295 | +24,427 | New | Q3 2026 | Nov 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 23,875 | 712 | 0.02% | — | 296 | +23,875 | New | Q3 2026 | Oct 13, 2026 |
| GatePass Capital, LLC | History | No change | 24,951 | 699 | 0.27% | 0.27% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MKT Advisors LLC | History | Added to | 22,893 | 684 | 0.22% | 0.19% | 298 | +1,644 | 7.74% | Q3 2026 | Oct 20, 2026 |
| Range Financial Group LLC | History | New | 22,747 | 679 | 0.19% | — | 299 | +22,747 | New | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 23,992 | 672 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GeoWealth Management, LLC | History | No change | 23,782 | 667 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Latitude Advisors, LLC | History | New | 22,321 | 666 | 0.21% | — | 302 | +22,321 | New | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 23,689 | 664 | 0.06% | 0.06% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 23,600 | 661 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Selby Wealth Management, LLC | History | New | 22,111 | 660 | 0.23% | — | 305 | +22,111 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 22,044 | 658 | 0.11% | — | 306 | +22,044 | New | Q3 2026 | Nov 03, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 23,369 | 655 | 0.36% | 0.36% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 21,373 | 638 | 0.12% | 0.09% | 308 | +5,849 | 37.68% | Q3 2026 | Oct 16, 2026 |
| BOS Asset Management, LLC | History | Added to | 21,310 | 636 | 0.15% | 0.14% | 309 | +365 | 1.74% | Q3 2026 | Oct 09, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 21,242 | 634 | 0.3% | 0.28% | 310 | +488 | 2.35% | Q3 2026 | Oct 20, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 22,463 | 630 | 0.1% | 0.1% | 311 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLP Wealth Management, LLC | History | No change | 22,491 | 630 | 1.12% | 1.12% | 312 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 20,812 | 621 | 0.3% | 0.03% | 313 | +18,617 | 848.15% | Q3 2026 | Oct 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 20,665 | 617 | 0.03% | 0.03% | 314 | -1,203 | -5.5% | Q3 2026 | Oct 13, 2026 |
| NWAM LLC | History | No change | 21,817 | 611 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 20,443 | 610 | 0.04% | — | 316 | +20,443 | New | Q3 2026 | Oct 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 21,676 | 608 | 0.22% | 0.22% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,349 | 598 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 21,336 | 598 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIERRA OCEAN, LLC | History | New | 19,171 | 572 | 0.35% | — | 320 | +19,171 | New | Q3 2026 | Nov 03, 2026 |
| W ADVISORS, LLC | History | Added to | 19,061 | 569 | 0.25% | 0.21% | 321 | +2,393 | 14.36% | Q3 2026 | Nov 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 18,960 | 566 | 0.22% | 0.14% | 322 | +5,727 | 43.28% | Q3 2026 | Nov 02, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 18,814 | 563 | 0.23% | 0.19% | 323 | +2,078 | 12.42% | Q3 2026 | Oct 06, 2026 |
| BigSur Wealth Management LLC | History | No change | 17,800 | 531 | 0.13% | 0.12% | 324 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Aspire Private Capital, LLC | History | No change | 18,427 | 516 | 0.11% | 0.11% | 325 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | No change | 18,369 | 515 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,112 | 510 | 0.0% | 0.0% | 327 | +627 | 3.8% | Q3 2026 | Oct 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 16,939 | 505 | 0.17% | — | 328 | +16,939 | New | Q3 2026 | Oct 19, 2026 |
| Concorde Asset Management, LLC | History | No change | 17,714 | 496 | 0.29% | 0.29% | 329 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Founders Financial Alliance, LLC | History | No change | 17,619 | 494 | 0.07% | 0.07% | 330 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 16,789 | 470 | 0.3% | 0.3% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,559 | 464 | 0.01% | 0.01% | 332 | -485 | -3.02% | Q3 2026 | Oct 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 15,517 | 463 | 0.43% | 0.4% | 333 | +469 | 3.12% | Q3 2026 | Oct 20, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 16,244 | 455 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 14,885 | 444 | 0.53% | 0.28% | 335 | +3,277 | 28.23% | Q3 2026 | Oct 16, 2026 |
| EFG International AG | History | No change | 15,840 | 444 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 14,866 | 443 | 0.01% | 0.03% | 337 | -23,911 | -61.66% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 14,638 | 437 | 0.03% | — | 338 | +14,638 | New | Q3 2026 | Oct 22, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 14,540 | 433 | 0.08% | 0.04% | 339 | +6,800 | 87.86% | Q3 2026 | Nov 03, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 14,499 | 432 | 0.26% | 0.25% | 340 | +457 | 3.25% | Q3 2026 | Oct 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 14,388 | 429 | 0.48% | — | 341 | +14,388 | New | Q3 2026 | Oct 27, 2026 |
| Castleview Partners, LLC | History | Added to | 14,276 | 426 | 0.19% | 0.16% | 342 | +907 | 6.78% | Q3 2026 | Oct 09, 2026 |
| FIRST HAWAIIAN BANK | History | New | 14,218 | 424 | 0.05% | — | 344 | +14,218 | New | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,210 | 424 | 0.01% | 0.01% | 343 | +2,011 | 16.48% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 15,107 | 423 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 13,984 | 417 | 0.11% | 0.09% | 346 | +1,239 | 9.72% | Q3 2026 | Oct 28, 2026 |
| BFC Planning, Inc. | History | No change | 14,860 | 416 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Blue Capital, Inc. | History | Reduced | 13,909 | 415 | 0.26% | 0.25% | 348 | -220 | -1.56% | Q3 2026 | Oct 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 13,749 | 410 | 0.11% | 0.1% | 349 | +1,053 | 8.29% | Q3 2026 | Oct 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 13,465 | 402 | 0.06% | 0.04% | 350 | +4,775 | 54.95% | Q3 2026 | Oct 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 14,167 | 397 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,242 | 395 | 0.02% | 0.01% | 352 | +5,931 | 81.12% | Q3 2026 | Oct 23, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 13,091 | 390 | 0.26% | 0.24% | 353 | +355 | 2.79% | Q3 2026 | Nov 03, 2026 |
| WealthBridge Capital Management, LLC | History | New | 12,972 | 387 | 0.08% | — | 354 | +12,972 | New | Q3 2026 | Oct 16, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,973 | 382 | 0.02% | 0.05% | 355 | -819 | -5.94% | Q3 2026 | Nov 03, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 12,822 | 382 | 0.08% | 0.08% | 356 | +541 | 4.41% | Q3 2026 | Oct 15, 2026 |
| ZENITH SOLUTIONS, INC. | History | Reduced | 12,730 | 380 | 0.34% | 0.32% | 357 | -33 | -0.26% | Q3 2026 | Oct 19, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,720 | 379 | 0.12% | 0.11% | 358 | +148 | 1.18% | Q3 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,189 | 363 | 0.13% | 0.02% | 359 | +10,412 | 585.93% | Q3 2026 | Oct 29, 2026 |
| VestGen Investment Management | History | No change | 12,760 | 357 | 0.19% | 0.19% | 360 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fulcrum Equity Management | History | Added to | 11,731 | 350 | 0.28% | 0.22% | 361 | +1,059 | 9.92% | Q3 2026 | Oct 21, 2026 |
| Arcadia Wealth Management, LLC | History | New | 11,682 | 348 | 0.11% | — | 362 | +11,682 | New | Q3 2026 | Oct 22, 2026 |
| Empirical Asset Management, LLC | History | No change | 12,365 | 346 | 0.08% | 0.08% | 363 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 11,761 | 329 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 11,596 | 325 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 11,512 | 322 | 0.1% | 0.1% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,424 | 320 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 10,668 | 318 | 0.07% | 0.08% | 368 | -285 | -2.6% | Q3 2026 | Nov 02, 2026 |
| Compound Planning, Inc. | History | No change | 11,315 | 317 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 10,560 | 315 | 0.45% | 0.43% | 370 | +437 | 4.32% | Q3 2026 | Oct 19, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,235 | 305 | 0.05% | 0.05% | 371 | +701 | 7.35% | Q3 2026 | Nov 02, 2026 |
| McHugh Group, LLC | History | No change | 10,000 | 298 | 0.15% | 0.14% | 372 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Quartz Partners, LLC | History | Added to | 9,777 | 291 | 0.09% | 0.08% | 373 | +1,059 | 12.15% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 10,206 | 286 | 0.12% | 0.12% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | History | Added to | 9,292 | 277 | 0.14% | 0.13% | 375 | +800 | 9.42% | Q3 2026 | Oct 06, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 9,269 | 276 | 0.08% | 0.07% | 376 | -215 | -2.27% | Q3 2026 | Oct 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,810 | 275 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | New | 9,159 | 273 | 0.13% | — | 378 | +9,159 | New | Q3 2026 | Oct 19, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,675 | 271 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 9,648 | 270 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centennial Advisors, LLC | History | New | 9,007 | 268 | 0.32% | — | 381 | +9,007 | New | Q3 2026 | Oct 21, 2026 |
| BAM Wealth Management, LLC | History | New | 8,936 | 266 | 0.14% | — | 382 | +8,936 | New | Q3 2026 | Oct 15, 2026 |
| LS Investment Advisors, LLC | History | New | 8,665 | 258 | 0.03% | — | 383 | +8,665 | New | Q3 2026 | Oct 13, 2026 |
| Midwest Financial Network, LLC | History | Added to | 8,638 | 257 | 0.18% | 0.14% | 384 | +1,228 | 16.57% | Q3 2026 | Oct 09, 2026 |
| Semus Wealth Partners LLC | History | Added to | 8,585 | 256 | 0.12% | 0.1% | 385 | +1,212 | 16.44% | Q3 2026 | Oct 22, 2026 |
| Vantus Wealth LLC | History | No change | 9,021 | 253 | 0.14% | 0.14% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 8,781 | 246 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,218 | 245 | 0.08% | 0.07% | 388 | +480 | 6.2% | Q3 2026 | Oct 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 8,231 | 244 | 0.0% | — | 389 | +8,231 | New | Q3 2026 | Oct 26, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 8,612 | 241 | 0.18% | 0.18% | 390 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | New | 7,970 | 237 | 0.01% | — | 392 | +7,970 | New | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,451 | 237 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 7,933 | 236 | 0.11% | 0.09% | 393 | +771 | 10.77% | Q3 2026 | Oct 13, 2026 |
| Accurate Wealth Management, LLC | History | New | 7,706 | 231 | 0.02% | — | 394 | +7,706 | New | Q3 2026 | Oct 20, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 8,082 | 226 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 8,043 | 225 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | New | 7,504 | 224 | 0.0% | — | 397 | +7,504 | New | Q3 2026 | Nov 02, 2026 |
| XTX Topco Ltd | History | No change | 7,983 | 223 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 7,892 | 221 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,858 | 220 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GWN SECURITIES INC. | History | No change | 7,806 | 218 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | No change | 7,764 | 217 | 0.08% | 0.08% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wells Financial Advisors INC | History | New | 7,120 | 212 | 1.97% | — | 403 | +7,120 | New | Q3 2026 | Oct 30, 2026 |
| Aegis Wealth Management, Inc. | History | New | 7,082 | 211 | 0.12% | — | 404 | +7,082 | New | Q3 2026 | Oct 26, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 6,731 | 200 | 0.0% | — | 405 | +6,731 | New | Q3 2026 | Oct 13, 2026 |
| Continuum Advisory, LLC | History | No change | 7,088 | 198 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 7,000 | 196 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6,666 | 186 | 0.05% | 0.05% | 408 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 5,661 | 169 | 0.01% | — | 409 | +5,661 | New | Q3 2026 | Oct 28, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 5,740 | 156 | 0.11% | 0.11% | 410 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Regatta Research & Money Management | History | No change | 5,242 | 146 | 0.14% | 0.14% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Imprint Wealth LLC | History | No change | 5,019 | 140 | 0.57% | 0.57% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montgomery Financial Services LLC | History | Added to | 3,939 | 117 | 0.1% | 0.01% | 413 | +3,342 | 559.8% | Q3 2026 | Nov 03, 2026 |
| Capital Advisor Network LLC | History | No change | 3,698 | 103 | 0.13% | 0.13% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 3,472 | 97 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,817 | 79 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,441 | 72 | 0.05% | 0.02% | 417 | +1,197 | 96.22% | Q3 2026 | Oct 09, 2026 |
| UMB Private Wealth Management, LLC | History | New | 2,336 | 69 | 0.07% | — | 418 | +2,336 | New | Q3 2026 | Oct 19, 2026 |
| Heritage Family Offices, LLP | History | New | 2,258 | 67 | 0.02% | — | 419 | +2,258 | New | Q3 2026 | Nov 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,538 | 45 | 0.03% | 0.03% | 420 | +191 | 14.18% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,579 | 44 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vision Retirement, LLC | History | No change | 1,508 | 42 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,008 | 30 | 0.02% | — | 423 | +1,008 | New | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,068 | 29 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,000 | 28 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 820 | 23 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 747 | 20 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 581 | 17 | 0.0% | 0.0% | 428 | +431 | 287.33% | Q3 2026 | Oct 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 478 | 14 | 0.0% | 0.0% | 429 | +26 | 5.75% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 505 | 14 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 506 | 14 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 472 | 13 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Networth Advisors, LLC | History | Reduced | 433 | 12 | 0.01% | 0.01% | 433 | -12 | -2.7% | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 394 | 11 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 389 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 327 | 9 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 209 | 6 | 0.0% | — | 437 | +209 | New | Q3 2026 | Oct 26, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 176 | 5 | 0.0% | — | 439 | +176 | New | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 183 | 5 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 173 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | New | 132 | 3 | 0.0% | — | 443 | +132 | New | Q3 2026 | Oct 30, 2026 |
| NBT BANK, N.A. | History | New | 113 | 3 | 0.0% | — | 442 | +113 | New | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 110 | 3 | 0.0% | — | 441 | +110 | New | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | New | 107 | 3 | 0.0% | — | 444 | +107 | New | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lynch Investment Planning, LLC | History | New | 45 | 1 | 0.0% | — | 448 | +45 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | New | 35 | 1 | 0.0% | — | 447 | +35 | New | Q3 2026 | Oct 27, 2026 |
| Tidemark, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 2.85% | — | -872,596 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ARWA LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -44,717 | -100.0% | Q3 2026 | Oct 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -15,363 | -100.0% | Q3 2026 | Oct 14, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,203 | -100.0% | Q3 2026 | Oct 14, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2026 | Oct 30, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Oct 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 30, 2026 |
| Downshift Financial, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 13, 2026 |