BlackRock ETF Trust - IDEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 51,978,476 | 1,651,874 | 0.39% | 0.39% | 1 | +7,428,474 | 16.67% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 16,670,755 | 529,796 | 0.12% | 0.11% | 2 | +3,888,620 | 30.42% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 6,061,453 | 192,632 | 0.01% | 0.01% | 3 | +1,613,752 | 36.28% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,789,547 | 152,212 | 0.95% | — | 4 | +4,789,547 | New | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,437,994 | 141,039 | 0.29% | 0.27% | 5 | +1,481,993 | 50.14% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,426,641 | 140,678 | 0.67% | 0.71% | 6 | +481,549 | 12.21% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 4,250,401 | 139,073 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 3,282,053 | 104,303 | 0.1% | 0.1% | 8 | +475,144 | 16.93% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,675,561 | 85,029 | 0.16% | — | 9 | +2,675,561 | New | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,711,003 | 84,854 | 0.0% | 0.01% | 10 | +228,061 | 9.19% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,477,448 | 78,733 | 0.01% | 0.01% | 11 | +443,208 | 21.79% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,112,012 | 67,119 | 0.69% | 0.72% | 12 | +340,886 | 19.25% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | Added to | 1,845,628 | 58,654 | 2.03% | 2.1% | 13 | +260,029 | 16.4% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,531,597 | 48,674 | 0.06% | 0.05% | 14 | +392,014 | 34.4% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,450,258 | 46,089 | 0.14% | 0.14% | 15 | +282,848 | 24.23% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,285,564 | 40,803 | 0.22% | 0.21% | 16 | +214,710 | 20.05% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,073,687 | 34,121 | 0.03% | 0.03% | 17 | +178,403 | 19.93% | Q2 2026 | Aug 12, 2026 |
| Wharton Business Group, LLC | History | Added to | 865,845 | 27,517 | 0.92% | 1.03% | 18 | +61,228 | 7.61% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 776,896 | 24,689 | 0.0% | 0.0% | 19 | +698,084 | 885.76% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 714,555 | 22,709 | 0.05% | 0.04% | 20 | +256,467 | 55.99% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 705,138 | 22,409 | 0.22% | 0.22% | 21 | +115,538 | 19.6% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 618,342 | 19,650 | 0.02% | 0.02% | 22 | +87,463 | 16.48% | Q2 2026 | Jul 28, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 562,235 | 17,867 | 1.08% | 1.01% | 23 | +81,435 | 16.94% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 541,576 | 17,211 | 0.03% | 0.03% | 24 | +24,532 | 4.74% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 509,972 | 16,206 | 0.0% | 0.0% | 25 | +467,066 | 1088.58% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 486,815 | 15,470 | 0.07% | 0.07% | 26 | +65,950 | 15.67% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 480,915 | 15,190 | 0.03% | 0.02% | 27 | +152,439 | 46.41% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 466,717 | 14,832 | 0.0% | 0.0% | 28 | +20,374 | 4.56% | Q2 2026 | Aug 07, 2026 |
| Sharkey, Howes & Javer | History | Added to | 446,691 | 14,195 | 1.71% | 1.37% | 29 | +135,373 | 43.48% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 416,843 | 13,247 | 0.16% | 0.09% | 30 | +225,587 | 117.95% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 406,033 | 12,904 | 0.0% | 0.0% | 31 | +70,311 | 20.94% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 377,114 | 11,984 | 0.31% | 0.32% | 32 | +61,644 | 19.54% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 365,691 | 11,621 | 0.12% | 0.0% | 33 | +357,278 | 4246.74% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 351,015 | 11,156 | 0.26% | 0.11% | 34 | +225,574 | 179.82% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | New | 341,234 | 10,844 | 0.41% | — | 35 | +341,234 | New | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 321,623 | 10,221 | 0.08% | 0.07% | 36 | +60,355 | 23.1% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 314,266 | 9,987 | 0.31% | — | 37 | +314,266 | New | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | Added to | 303,824 | 9,705 | 0.04% | 0.03% | 38 | +127,788 | 72.59% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 286,979 | 9,120 | 0.14% | — | 39 | +286,979 | New | Q2 2026 | Aug 06, 2026 |
| PAX Financial Group, LLC | History | Added to | 285,074 | 9,059 | 1.35% | 1.41% | 40 | +33,202 | 13.18% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services | History | Added to | 284,897 | 9,054 | 2.33% | 2.26% | 41 | +49,649 | 21.1% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 269,710 | 8,571 | 0.0% | — | 42 | +269,710 | New | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | Added to | 268,814 | 8,467 | 1.99% | 1.89% | 43 | +66,884 | 33.12% | Q2 2026 | Jul 15, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 257,487 | 8,177 | 0.83% | 0.81% | 44 | +44,567 | 20.93% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 248,823 | 7,907 | 0.05% | 0.03% | 45 | +107,387 | 75.93% | Q2 2026 | Aug 17, 2026 |
| Trek Financial, LLC | History | Added to | 247,299 | 7,859 | 0.39% | 0.36% | 46 | +42,014 | 20.47% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 237,068 | 7,534 | 0.31% | — | 47 | +237,068 | New | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 233,931 | 7,434 | 0.84% | 0.74% | 48 | +54,103 | 30.09% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 228,351 | 7,257 | 0.09% | 0.1% | 49 | +63,574 | 38.58% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 221,228 | 7,030 | 0.07% | 0.06% | 50 | +51,855 | 30.62% | Q2 2026 | Jul 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 215,719 | 6,855 | 0.36% | 0.33% | 51 | +40,487 | 23.1% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 215,149 | 6,837 | 0.03% | 0.01% | 52 | +133,167 | 162.43% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 213,545 | 6,786 | 0.04% | 0.04% | 53 | +76,995 | 56.39% | Q2 2026 | Sep 08, 2026 |
| Rothschild Wealth LLC | History | New | 212,388 | 6,749 | 0.54% | — | 54 | +212,388 | New | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 198,230 | 6,337 | 0.01% | 0.01% | 55 | +22,383 | 12.73% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 196,071 | 6,231 | 0.01% | 0.01% | 56 | +78,108 | 66.21% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 190,399 | 6,050 | 0.15% | 0.17% | 57 | +697 | 0.37% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | New | 182,404 | 5,909 | 0.1% | — | 59 | +182,404 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 182,404 | 5,909 | 0.1% | 0.08% | 58 | +41,343 | 29.31% | Q2 2026 | Jul 29, 2026 |
| JMAC ENTERPRISES LLC | History | New | 183,731 | 5,838 | 0.98% | — | 60 | +183,731 | New | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 180,153 | 5,725 | 0.48% | 0.67% | 61 | -27,032 | -13.05% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 172,798 | 5,491 | 0.06% | 0.07% | 62 | +1,700 | 0.99% | Q2 2026 | Aug 12, 2026 |
| Invst, LLC | History | Added to | 172,470 | 5,481 | 0.53% | 0.53% | 63 | +29,032 | 20.24% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | New | 168,518 | 5,355 | 0.02% | — | 64 | +168,518 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165,154 | 5,246 | 0.04% | 0.03% | 65 | +55,509 | 50.63% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 160,178 | 5,090 | 0.03% | 0.03% | 66 | +33,170 | 26.12% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 157,771 | 5,013 | 0.06% | 0.03% | 67 | +96,443 | 157.26% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | Added to | 155,284 | 4,934 | 0.05% | 0.06% | 68 | +6,449 | 4.33% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 155,171 | 4,931 | 0.02% | 0.01% | 69 | +79,393 | 104.77% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 150,962 | 4,797 | 1.11% | 1.19% | 70 | +10,872 | 7.76% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 149,677 | 4,756 | 0.73% | 0.49% | 71 | +15,066 | 11.19% | Q2 2026 | Aug 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 148,905 | 4,732 | 0.13% | 0.11% | 72 | +46,242 | 45.04% | Q2 2026 | Jul 17, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 148,236 | 4,710 | 1.0% | 1.05% | 73 | +20,656 | 16.19% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | New | 136,936 | 4,351 | 0.05% | — | 74 | +136,936 | New | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Added to | 134,991 | 4,305 | 0.07% | 0.07% | 75 | +9,700 | 7.74% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 135,051 | 4,291 | 0.97% | 0.9% | 76 | +26,091 | 23.95% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 133,752 | 4,250 | 0.21% | 0.11% | 77 | +74,625 | 126.21% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 131,191 | 4,169 | 0.04% | 0.04% | 78 | +31,052 | 31.01% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 126,374 | 4,016 | 0.04% | 0.02% | 79 | +81,725 | 183.04% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | New | 126,199 | 4,010 | 0.1% | — | 80 | +126,199 | New | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 124,160 | 3,945 | 0.96% | 0.85% | 81 | +33,913 | 37.58% | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 123,418 | 3,922 | 1.64% | 1.62% | 82 | +13,633 | 12.42% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 118,579 | 3,768 | 0.11% | 0.08% | 83 | +23,399 | 24.58% | Q2 2026 | Aug 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 117,322 | 3,672 | 0.1% | 0.09% | 84 | +19,885 | 20.41% | Q2 2026 | Jul 07, 2026 |
| TSFG, LLC | History | New | 115,038 | 3,656 | 0.46% | — | 85 | +115,038 | New | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 113,969 | 3,621 | 0.22% | 0.23% | 86 | -64,853 | -36.27% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 111,562 | 3,545 | 0.07% | 0.07% | 87 | +15,040 | 15.58% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | Added to | 107,622 | 3,420 | 0.78% | 0.35% | 88 | +67,556 | 168.61% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | New | 105,957 | 3,367 | 0.08% | — | 89 | +105,957 | New | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 102,604 | 3,260 | 0.32% | — | 90 | +102,604 | New | Q2 2026 | Jul 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 101,393 | 3,222 | 0.11% | 0.12% | 91 | +36,078 | 55.24% | Q2 2026 | Aug 06, 2026 |
| Daviman Financial, LLC | History | New | 98,114 | 3,118 | 1.72% | — | 92 | +98,114 | New | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 97,916 | 3,111 | 0.05% | — | 93 | +97,916 | New | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | New | 96,009 | 3,051 | 0.09% | — | 94 | +96,009 | New | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 95,826 | 3,045 | 0.37% | 0.37% | 95 | +14,905 | 18.42% | Q2 2026 | Jul 10, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 92,066 | 3,012 | 1.71% | 1.71% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 94,771 | 3,011 | 0.06% | 0.01% | 97 | +86,440 | 1037.57% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 91,478 | 2,966 | 0.22% | 0.19% | 98 | +17,608 | 23.84% | Q2 2026 | Jul 29, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 89,625 | 2,932 | 0.37% | 0.37% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True Vision MN LLC | History | No change | 87,908 | 2,876 | 1.48% | 1.48% | 100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 89,441 | 2,842 | 0.38% | 0.0% | 101 | +89,162 | 31957.71% | Q2 2026 | Aug 04, 2026 |
| Keebeck Wealth Management | History | Added to | 89,280 | 2,837 | 0.28% | 0.3% | 102 | +8,877 | 11.04% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 88,345 | 2,807 | 0.0% | 0.0% | 103 | +54,514 | 161.14% | Q2 2026 | Aug 05, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 87,852 | 2,791 | 2.06% | 1.97% | 104 | +9,517 | 12.15% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Added to | 86,516 | 2,749 | 0.0% | 0.0% | 105 | +70,977 | 456.77% | Q2 2026 | Aug 03, 2026 |
| Pinion Investment Advisors, LLC | History | New | 86,321 | 2,743 | 0.52% | — | 106 | +86,321 | New | Q2 2026 | Aug 06, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 84,002 | 2,669 | 1.71% | 0.8% | 107 | +50,262 | 148.97% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | New | 83,010 | 2,638 | 0.02% | — | 108 | +83,010 | New | Q2 2026 | Aug 10, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 82,595 | 2,624 | 0.74% | 0.86% | 109 | +22,428 | 37.28% | Q2 2026 | Jul 24, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 82,448 | 2,620 | 1.5% | 0.28% | 110 | +71,306 | 639.97% | Q2 2026 | Jul 15, 2026 |
| Lantz Financial LLC | History | Added to | 80,121 | 2,546 | 0.47% | 0.46% | 111 | +12,634 | 18.72% | Q2 2026 | Jul 09, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 78,418 | 2,492 | 0.62% | 0.6% | 112 | +23,604 | 43.06% | Q2 2026 | Jul 24, 2026 |
| Apeiron RIA LLC | History | Added to | 77,184 | 2,452 | 0.63% | 0.56% | 113 | +2,894 | 3.9% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 76,004 | 2,415 | 0.04% | 0.04% | 114 | +12,833 | 20.31% | Q2 2026 | Jul 31, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 69,119 | 2,196 | 1.86% | 1.94% | 116 | +9,354 | 15.65% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 69,111 | 2,196 | 0.16% | 0.23% | 115 | -8,171 | -10.57% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,593 | 2,179 | 0.01% | 0.0% | 117 | +28,556 | 71.32% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 69,238 | 2,178 | 0.27% | 0.25% | 118 | +13,733 | 24.74% | Q2 2026 | Jul 29, 2026 |
| Csenge Advisory Group | History | Added to | 66,294 | 2,106 | 0.09% | 0.09% | 119 | +3,435 | 5.46% | Q2 2026 | Aug 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 66,237 | 2,105 | 1.43% | 1.48% | 120 | +11,673 | 21.39% | Q2 2026 | Aug 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 63,486 | 2,017 | 0.3% | — | 121 | +63,486 | New | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 62,442 | 1,984 | 0.06% | 0.04% | 122 | +28,911 | 86.22% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 62,259 | 1,978 | 0.68% | 0.79% | 123 | +2,887 | 4.86% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | New | 61,138 | 1,942 | 0.0% | — | 124 | +61,138 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 57,452 | 1,825 | 0.01% | 0.0% | 125 | +37,548 | 188.65% | Q2 2026 | Aug 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 56,737 | 1,803 | 0.19% | 0.03% | 126 | +42,787 | 306.72% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Added to | 56,412 | 1,792 | 0.03% | 0.03% | 127 | +11,459 | 25.49% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | Added to | 56,351 | 1,790 | 0.03% | 0.03% | 128 | +4,490 | 8.66% | Q2 2026 | Jul 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 54,121 | 1,719 | 0.45% | 0.52% | 129 | +1,439 | 2.73% | Q2 2026 | Jul 16, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 52,296 | 1,661 | 0.77% | 0.83% | 130 | +2,367 | 4.74% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 49,296 | 1,566 | 0.03% | 0.0% | 131 | +43,208 | 709.72% | Q2 2026 | Jul 29, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 46,825 | 1,488 | 0.51% | 0.52% | 132 | +6,089 | 14.95% | Q2 2026 | Aug 11, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 46,280 | 1,470 | 1.14% | 1.18% | 133 | +3,051 | 7.06% | Q2 2026 | Aug 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 45,437 | 1,443 | 0.94% | 1.06% | 134 | +3,430 | 8.17% | Q2 2026 | Aug 07, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 45,041 | 1,431 | 0.29% | 0.36% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 44,261 | 1,406 | 0.04% | 0.04% | 136 | +6,247 | 16.43% | Q2 2026 | Jul 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 43,683 | 1,388 | 0.0% | — | 137 | +43,683 | New | Q2 2026 | Aug 19, 2026 |
| Hoese & Co LLP | History | New | 43,651 | 1,386 | 0.9% | — | 138 | +43,651 | New | Q2 2026 | Jul 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 42,815 | 1,360 | 0.75% | 0.75% | 139 | +6,663 | 18.43% | Q2 2026 | Jul 07, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 41,514 | 1,358 | 1.12% | 1.12% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 41,639 | 1,323 | 0.36% | 0.39% | 141 | +2,755 | 7.09% | Q2 2026 | Aug 03, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 38,063 | 1,209 | 1.1% | — | 142 | +38,063 | New | Q2 2026 | Aug 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 37,235 | 1,165 | 0.06% | 0.06% | 143 | +5,149 | 16.05% | Q2 2026 | Jul 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 35,599 | 1,131 | 0.14% | — | 144 | +35,599 | New | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,192 | 1,118 | 0.0% | 0.0% | 145 | +8,480 | 31.75% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 34,512 | 1,096 | 0.11% | — | 146 | +34,512 | New | Q2 2026 | Jul 31, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 33,321 | 1,058 | 0.35% | 0.38% | 147 | +1,837 | 5.83% | Q2 2026 | Jul 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,624 | 1,036 | 0.07% | 0.07% | 148 | +2,862 | 9.62% | Q2 2026 | Jul 08, 2026 |
| J.M. Arbour, LLC | History | Added to | 31,760 | 1,009 | 0.87% | 0.85% | 149 | +4,535 | 16.66% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | Added to | 31,414 | 998 | 0.09% | 0.08% | 150 | +6,768 | 27.46% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Management, Inc. | History | Added to | 31,191 | 991 | 0.3% | 0.28% | 151 | +6,459 | 26.12% | Q2 2026 | Jul 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 30,347 | 964 | 0.52% | 0.41% | 152 | +10,962 | 56.55% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | New | 30,083 | 956 | 0.04% | — | 153 | +30,083 | New | Q2 2026 | Aug 10, 2026 |
| Two West Capital Advisors LLC | History | Added to | 29,099 | 900 | 0.45% | 0.34% | 154 | +9,099 | 45.5% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,904 | 886 | 0.01% | 0.01% | 155 | +4,696 | 20.23% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 26,971 | 857 | 0.07% | 0.05% | 156 | +8,165 | 43.42% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 26,951 | 856 | 0.13% | 0.13% | 157 | +3,280 | 13.86% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26,795 | 851 | 0.04% | 0.04% | 158 | +3,992 | 17.51% | Q2 2026 | Jul 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,573 | 844 | 0.02% | 0.02% | 159 | +8,340 | 45.74% | Q2 2026 | Jul 24, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 25,763 | 818 | 0.21% | 0.23% | 160 | +1,002 | 4.05% | Q2 2026 | Jul 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 25,693 | 816 | 0.26% | 0.25% | 161 | +3,863 | 17.7% | Q2 2026 | Jul 21, 2026 |
| Advus Financial Partners, LLC | History | New | 24,644 | 783 | 0.18% | — | 162 | +24,644 | New | Q2 2026 | Aug 25, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 24,147 | 767 | 0.44% | 0.41% | 163 | +5,177 | 27.29% | Q2 2026 | Aug 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 23,422 | 766 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vantus Wealth LLC | History | New | 23,895 | 759 | 0.41% | — | 165 | +23,895 | New | Q2 2026 | Aug 07, 2026 |
| W ADVISORS, LLC | History | Added to | 22,135 | 703 | 0.32% | 0.36% | 166 | +876 | 4.12% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Added to | 22,044 | 700 | 0.0% | 0.0% | 167 | +14,405 | 188.57% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | New | 21,956 | 697 | 0.01% | — | 168 | +21,956 | New | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Partners, LLC | History | New | 21,804 | 692 | 0.1% | — | 169 | +21,804 | New | Q2 2026 | Aug 03, 2026 |
| Belvedere Trading LLC | History | New | 21,645 | 687 | 0.0% | — | 171 | +21,645 | New | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,637 | 687 | 0.01% | 0.01% | 170 | +6,133 | 39.56% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 21,207 | 673 | 0.01% | — | 172 | +21,207 | New | Q2 2026 | Jul 21, 2026 |
| Avantra Family Wealth, Inc. | History | New | 20,797 | 660 | 0.42% | — | 173 | +20,797 | New | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,459 | 650 | 0.01% | 0.01% | 174 | +2,997 | 17.16% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 19,973 | 634 | 0.02% | — | 175 | +19,973 | New | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,677 | 625 | 0.01% | 0.01% | 176 | +10,082 | 105.08% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,349 | 614 | 0.01% | 0.01% | 177 | +3,435 | 21.58% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | New | 19,196 | 610 | 0.01% | — | 178 | +19,196 | New | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | New | 18,060 | 573 | 0.09% | — | 179 | +18,060 | New | Q2 2026 | Jul 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,741 | 563 | 0.02% | 0.02% | 180 | +456 | 2.64% | Q2 2026 | Jul 22, 2026 |
| Semus Wealth Partners LLC | History | Added to | 17,589 | 558 | 0.27% | 0.27% | 181 | +3,005 | 20.6% | Q2 2026 | Aug 10, 2026 |
| Interchange Capital Partners, LLC | History | New | 16,948 | 538 | 0.1% | — | 184 | +16,948 | New | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 16,939 | 538 | 0.02% | 0.02% | 182 | +2,076 | 13.97% | Q2 2026 | Jul 27, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 16,955 | 538 | 0.15% | 0.16% | 183 | +1,815 | 11.99% | Q2 2026 | Jul 30, 2026 |
| M Holdings Securities, Inc. | History | Added to | 16,495 | 516 | 0.07% | 0.03% | 185 | +1,084 | 7.03% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,223 | 515 | 0.0% | 0.0% | 186 | +2,106 | 14.92% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 15,921 | 505 | 0.0% | 0.01% | 187 | -10,237 | -39.14% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 15,757 | 500 | 0.0% | 0.0% | 188 | +2,704 | 20.72% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | Reduced | 15,636 | 496 | 0.0% | 0.0% | 189 | -53,713 | -77.45% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 15,222 | 483 | 0.04% | 0.01% | 190 | +13,724 | 916.15% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 15,185 | 482 | 0.03% | 0.03% | 191 | +2,301 | 17.86% | Q2 2026 | Aug 06, 2026 |
| Cadia Private Client LLC | History | Added to | 14,694 | 466 | 0.33% | 0.22% | 192 | +6,590 | 81.32% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | Reduced | 14,575 | 463 | 0.01% | 0.02% | 193 | -697 | -4.56% | Q2 2026 | Aug 06, 2026 |
| Aspire Private Capital, LLC | History | Added to | 13,776 | 437 | 0.09% | 0.09% | 194 | +2,147 | 18.46% | Q2 2026 | Jul 15, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 13,358 | 431 | 0.05% | 0.36% | 195 | -87,240 | -86.72% | Q2 2026 | Jul 21, 2026 |
| Centurion Wealth Management LLC | History | New | 13,145 | 417 | 0.1% | — | 196 | +13,145 | New | Q2 2026 | Jul 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,033 | 414 | 0.07% | 0.05% | 197 | +5,735 | 78.58% | Q2 2026 | Aug 05, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 13,025 | 413 | 0.1% | 0.14% | 198 | -2,925 | -18.34% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 12,133 | 385 | 0.08% | 0.11% | 199 | -1,312 | -9.76% | Q2 2026 | Jul 17, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 12,023 | 382 | 0.04% | 0.05% | 200 | +353 | 3.02% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,939 | 379 | 0.02% | 0.02% | 201 | +516 | 4.52% | Q2 2026 | Jul 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 11,884 | 377 | 0.03% | 0.03% | 202 | +1,119 | 10.39% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | Reduced | 11,440 | 363 | 0.04% | 0.05% | 203 | -498 | -4.17% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,247 | 357 | 0.08% | 0.08% | 204 | +1,202 | 11.97% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,860 | 345 | 0.03% | 0.03% | 205 | +1,516 | 16.22% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 10,476 | 332 | 0.09% | 0.09% | 206 | +2,491 | 31.2% | Q2 2026 | Jul 23, 2026 |
| Embree Financial Group | History | New | 10,402 | 330 | 0.03% | — | 207 | +10,402 | New | Q2 2026 | Jul 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 10,376 | 329 | 0.5% | 0.43% | 208 | +3,111 | 42.82% | Q2 2026 | Jul 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 10,303 | 327 | 0.1% | 0.06% | 209 | -2,006 | -16.3% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 10,158 | 322 | 0.02% | 0.02% | 210 | +2,576 | 33.98% | Q2 2026 | Aug 04, 2026 |
| Blue Capital, Inc. | History | New | 9,774 | 310 | 0.2% | — | 211 | +9,774 | New | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 9,637 | 306 | 0.07% | 0.07% | 212 | +846 | 9.62% | Q2 2026 | Jul 22, 2026 |
| Sterling Group Wealth Management, LLC | History | New | 9,479 | 301 | 0.12% | — | 213 | +9,479 | New | Q2 2026 | Aug 03, 2026 |
| VestGen Investment Management | History | Added to | 9,445 | 300 | 0.16% | 0.16% | 214 | +466 | 5.19% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,310 | 296 | 0.01% | 0.01% | 215 | +1,017 | 12.26% | Q2 2026 | Jul 28, 2026 |
| EFG International AG | History | Added to | 9,134 | 290 | 0.01% | 0.01% | 216 | +1,544 | 20.34% | Q2 2026 | Aug 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 8,841 | 280 | 0.16% | 0.17% | 217 | +363 | 4.28% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | New | 8,724 | 277 | 0.04% | — | 218 | +8,724 | New | Q2 2026 | Jul 10, 2026 |
| Yukon Wealth Management, Inc. | History | New | 8,637 | 274 | 0.08% | — | 220 | +8,637 | New | Q2 2026 | Aug 14, 2026 |
| Concorde Asset Management, LLC | History | New | 8,625 | 274 | 0.16% | — | 219 | +8,625 | New | Q2 2026 | Aug 18, 2026 |
| Arvest Bank Trust Division | History | New | 8,400 | 266 | 0.01% | — | 221 | +8,400 | New | Q2 2026 | Aug 13, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 8,369 | 265 | 0.17% | 0.18% | 222 | +1,502 | 21.87% | Q2 2026 | Jul 16, 2026 |
| Kovack Advisors, Inc. | History | New | 8,164 | 260 | 0.01% | — | 223 | +8,164 | New | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | New | 8,139 | 258 | 0.0% | — | 225 | +8,139 | New | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 8,127 | 258 | 0.07% | 0.08% | 224 | +5 | 0.06% | Q2 2026 | Jul 09, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 8,095 | 257 | 0.09% | 0.1% | 226 | +1,040 | 14.74% | Q2 2026 | Aug 11, 2026 |
| Kelly Financial Services LLC | History | Added to | 8,088 | 257 | 0.06% | 0.06% | 227 | +878 | 12.18% | Q2 2026 | Jul 14, 2026 |
| RCS Financial Planning, LLC | History | Added to | 7,658 | 243 | 0.12% | 0.12% | 228 | +331 | 4.52% | Q2 2026 | Jul 22, 2026 |
| Atlatl Advisers LLC | History | Added to | 7,528 | 239 | 0.06% | 0.15% | 230 | +1,178 | 18.55% | Q2 2026 | Jul 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 7,528 | 239 | 0.02% | 0.03% | 229 | +987 | 15.09% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,167 | 227 | 0.01% | 0.01% | 231 | -133 | -1.82% | Q2 2026 | Jul 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 7,092 | 225 | 0.01% | 0.01% | 232 | +429 | 6.44% | Q2 2026 | Aug 14, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 7,010 | 222 | 0.19% | — | 233 | +7,010 | New | Q2 2026 | Jul 21, 2026 |
| Perennial Investment Advisors, LLC | History | New | 6,693 | 212 | 0.01% | — | 234 | +6,693 | New | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 6,496 | 206 | 0.01% | — | 235 | +6,496 | New | Q2 2026 | Jul 29, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,299 | 200 | 0.09% | — | 236 | +6,299 | New | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 5,788 | 183 | 0.01% | — | 237 | +5,788 | New | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,504 | 143 | 0.0% | 0.0% | 238 | +676 | 17.66% | Q2 2026 | Jul 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4,437 | 141 | 0.03% | — | 239 | +4,437 | New | Q2 2026 | Jul 15, 2026 |
| Vision Retirement, LLC | History | Added to | 4,292 | 136 | 0.03% | 0.01% | 240 | +3,350 | 355.63% | Q2 2026 | Jul 21, 2026 |
| New Republic Capital, LLC | History | Added to | 3,636 | 115 | 0.03% | 0.04% | 241 | +445 | 13.95% | Q2 2026 | Jul 31, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3,605 | 114 | 0.13% | 0.09% | 242 | -260 | -6.73% | Q2 2026 | Jul 02, 2026 |
| Capital Advisor Network LLC | History | Added to | 3,364 | 106 | 0.13% | 0.12% | 243 | +614 | 22.33% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,511 | 79 | 0.0% | — | 245 | +2,511 | New | Q2 2026 | Jul 17, 2026 |
| Kilter Group LLC | History | Added to | 2,487 | 79 | 0.03% | 0.01% | 244 | +1,912 | 332.52% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | New | 2,265 | 71 | 0.03% | — | 246 | +2,265 | New | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,150 | 68 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | New | 1,790 | 56 | 0.02% | — | 248 | +1,790 | New | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,711 | 54 | 0.0% | — | 249 | +1,711 | New | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,691 | 53 | 0.02% | — | 250 | +1,691 | New | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,384 | 43 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 1,336 | 42 | 0.02% | — | 252 | +1,336 | New | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 1,276 | 40 | 0.0% | — | 253 | +1,276 | New | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,125 | 35 | 0.0% | 0.0% | 254 | +259 | 29.91% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,078 | 34 | 0.0% | 0.0% | 255 | +793 | 278.25% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | New | 1,041 | 33 | 0.0% | — | 256 | +1,041 | New | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 972 | 30 | 0.0% | — | 257 | +972 | New | Q2 2026 | Aug 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 875 | 28 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 874 | 27 | 0.0% | — | 259 | +874 | New | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | New | 667 | 21 | 0.01% | — | 260 | +667 | New | Q2 2026 | Jul 16, 2026 |
| Cordant, Inc. | History | New | 614 | 19 | 0.01% | — | 262 | +614 | New | Q2 2026 | Jul 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 628 | 19 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 593 | 18 | 0.01% | — | 264 | +593 | New | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 568 | 18 | 0.01% | 0.01% | 263 | +52 | 10.08% | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | Added to | 500 | 15 | 0.01% | 0.01% | 265 | +132 | 35.87% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 325 | 10 | 0.0% | — | 267 | +325 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | New | 319 | 10 | 0.0% | — | 268 | +319 | New | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 312 | 10 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 269 | 8 | 0.0% | 0.0% | 269 | +185 | 220.24% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 253 | 8 | 0.0% | 0.0% | 270 | +12 | 4.98% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 208 | 6 | 0.0% | 0.0% | 271 | -1,002 | -82.81% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 169 | 5 | 0.0% | — | 274 | +169 | New | Q2 2026 | Jul 31, 2026 |
| Tidemark, LLC | History | Added to | 186 | 5 | 0.0% | 0.0% | 272 | +18 | 10.71% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 183 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 141 | 4 | 0.0% | 0.0% | 275 | -1,407 | -90.89% | Q2 2026 | Jul 23, 2026 |
| Advocate Investing Services LLC | History | New | 138 | 4 | 0.0% | — | 277 | +138 | New | Q2 2026 | Jul 28, 2026 |
| American Capital Advisory, LLC | History | No change | 142 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 79 | 2 | 0.0% | 0.0% | 278 | -147 | -65.04% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | New | 74 | 2 | 0.0% | — | 280 | +74 | New | Q2 2026 | Aug 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 279 | -50 | -40.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 49 | 1 | 0.0% | — | 283 | +49 | New | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 60 | 1 | 0.0% | — | 281 | +40 | 200.0% | Q2 2026 | Jul 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 48 | 1 | 0.0% | 0.0% | 282 | +7 | 17.07% | Q2 2026 | Jul 24, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -228,745 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.51% | — | -161,230 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Capital Asset Managemnet, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -26,176 | -100.0% | Q2 2026 | Jul 24, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,928 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,870 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,114 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 31, 2026 |