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.
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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 | 51,978,476 | 1,651,874 | 0.39% | 0.39% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 16,670,755 | 529,796 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 6,061,453 | 192,632 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,437,994 | 141,039 | 0.29% | 0.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,426,641 | 140,678 | 0.67% | 0.67% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,984,812 | 124,435 | 0.76% | 0.95% | 6 | -804,735 | -16.8% | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 3,282,053 | 104,303 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,675,561 | 85,029 | 0.16% | 0.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,711,003 | 84,854 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,239,078 | 69,920 | 0.01% | 0.01% | 10 | -238,370 | -9.62% | Q3 2026 | Nov 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,112,012 | 67,119 | 0.69% | 0.69% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | Reduced | 1,621,862 | 50,646 | 1.73% | 2.03% | 12 | -223,766 | -12.12% | Q3 2026 | Oct 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,450,258 | 46,089 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,285,564 | 40,803 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,225,423 | 38,266 | 0.05% | 0.06% | 15 | -306,174 | -19.99% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,073,687 | 34,121 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wharton Business Group, LLC | History | No change | 865,845 | 27,517 | 0.92% | 0.92% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 776,896 | 24,689 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 704,271 | 21,992 | 0.05% | 0.05% | 19 | -10,284 | -1.44% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 683,286 | 21,337 | 0.04% | 0.03% | 20 | +141,710 | 26.17% | Q3 2026 | Oct 21, 2026 |
| Atria Investments, Inc | History | Reduced | 629,763 | 19,665 | 0.19% | 0.22% | 21 | -75,375 | -10.69% | Q3 2026 | Oct 15, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 562,235 | 17,867 | 1.08% | 1.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 550,459 | 17,189 | 0.02% | 0.02% | 23 | -67,883 | -10.98% | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 509,972 | 16,206 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 486,815 | 15,470 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 493,814 | 15,432 | 0.03% | 0.03% | 26 | +12,899 | 2.68% | Q3 2026 | Nov 05, 2026 |
| BlackRock, Inc. | History | No change | 466,717 | 14,832 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sharkey, Howes & Javer | History | Added to | 454,419 | 14,190 | 1.71% | 1.71% | 28 | +7,728 | 1.73% | Q3 2026 | Oct 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 416,843 | 13,247 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 406,033 | 12,904 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 375,062 | 11,712 | 0.29% | 0.31% | 31 | -2,052 | -0.54% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 365,691 | 11,621 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marks Group Wealth Management, Inc | History | New | 359,011 | 11,210 | 0.98% | — | 33 | +359,011 | New | Q3 2026 | Nov 05, 2026 |
| Capital Analysts, LLC | History | No change | 351,015 | 11,156 | 0.26% | 0.26% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 341,234 | 10,844 | 0.41% | 0.41% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 330,976 | 10,335 | 0.32% | 0.31% | 36 | +16,710 | 5.32% | Q3 2026 | Oct 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 321,623 | 10,221 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 303,824 | 9,705 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 286,979 | 9,120 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PAX Financial Group, LLC | History | No change | 285,074 | 9,059 | 1.35% | 1.35% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services | History | No change | 284,897 | 9,054 | 2.33% | 2.33% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 294,916 | 9,053 | 0.01% | 0.01% | 42 | +96,686 | 48.77% | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 269,710 | 8,571 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 248,823 | 7,907 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 237,068 | 7,534 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 233,931 | 7,434 | 0.84% | 0.84% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 240,629 | 7,312 | 0.11% | 0.1% | 47 | +58,225 | 31.92% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 240,629 | 7,312 | 0.11% | 0.1% | 48 | +58,225 | 31.92% | Q3 2026 | Oct 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 228,351 | 7,257 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 223,835 | 6,989 | 0.68% | 0.83% | 50 | -33,652 | -13.07% | Q3 2026 | Oct 13, 2026 |
| SWMG, LLC | History | Reduced | 229,985 | 6,871 | 1.5% | 1.99% | 51 | -38,829 | -14.44% | Q3 2026 | Oct 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 215,719 | 6,855 | 0.36% | 0.36% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 215,149 | 6,837 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 213,545 | 6,786 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rothschild Wealth LLC | History | No change | 212,388 | 6,749 | 0.54% | 0.54% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | Reduced | 213,381 | 6,663 | 0.31% | 0.39% | 56 | -33,918 | -13.72% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 196,071 | 6,231 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 189,705 | 5,923 | 1.0% | 0.98% | 58 | +5,974 | 3.25% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 188,144 | 5,875 | 0.02% | 0.01% | 59 | +119,551 | 174.29% | Q3 2026 | Nov 02, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 180,153 | 5,725 | 0.48% | 0.48% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 181,549 | 5,669 | 0.15% | 0.13% | 61 | +32,644 | 21.92% | Q3 2026 | Oct 22, 2026 |
| Vise Technologies, Inc. | History | Added to | 181,504 | 5,667 | 0.05% | 0.05% | 62 | +44,568 | 32.55% | Q3 2026 | Oct 28, 2026 |
| Advisory Services Network, LLC | History | No change | 172,798 | 5,491 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invst, LLC | History | No change | 172,470 | 5,481 | 0.53% | 0.53% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 168,518 | 5,355 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 170,028 | 5,309 | 0.26% | 0.21% | 66 | +36,276 | 27.12% | Q3 2026 | Oct 14, 2026 |
| Brookstone Capital Management | History | Reduced | 163,772 | 5,114 | 0.05% | 0.07% | 67 | -57,456 | -25.97% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 160,178 | 5,090 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 161,414 | 5,040 | 0.06% | 0.06% | 69 | +3,643 | 2.31% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 155,171 | 4,931 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthShield Partners, LLC | History | No change | 149,677 | 4,756 | 0.73% | 0.73% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 148,236 | 4,710 | 1.0% | 1.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Added to | 147,921 | 4,619 | 0.0% | 0.0% | 73 | +61,405 | 70.98% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 146,646 | 4,579 | 0.03% | 0.04% | 74 | -18,508 | -11.21% | Q3 2026 | Oct 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 144,275 | 4,505 | 1.02% | 1.11% | 75 | -6,687 | -4.43% | Q3 2026 | Nov 03, 2026 |
| TSFG, LLC | History | Added to | 143,045 | 4,467 | 1.03% | 0.46% | 76 | +28,007 | 24.35% | Q3 2026 | Oct 23, 2026 |
| World Investment Advisors | History | No change | 134,991 | 4,305 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 135,051 | 4,291 | 0.97% | 0.97% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 135,735 | 4,238 | 0.03% | 0.04% | 79 | +4,544 | 3.46% | Q3 2026 | Oct 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 135,678 | 4,236 | 1.02% | 0.96% | 80 | +11,518 | 9.28% | Q3 2026 | Nov 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 126,374 | 4,016 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 128,495 | 4,012 | 0.12% | 0.11% | 82 | +27,102 | 26.73% | Q3 2026 | Oct 23, 2026 |
| WCG Wealth Advisors LLC | History | No change | 126,199 | 4,010 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 124,708 | 3,894 | 0.04% | 0.05% | 84 | -30,576 | -19.69% | Q3 2026 | Oct 15, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 113,969 | 3,621 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 113,681 | 3,549 | 0.09% | 0.1% | 86 | -3,641 | -3.1% | Q3 2026 | Oct 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 113,649 | 3,548 | 0.11% | 0.11% | 87 | -4,930 | -4.16% | Q3 2026 | Oct 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 109,223 | 3,410 | 14.25% | 0.05% | 88 | +95,865 | 717.66% | Q3 2026 | Oct 16, 2026 |
| Snowden Capital Advisors LLC | History | No change | 105,957 | 3,367 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 102,193 | 3,191 | 1.29% | 1.64% | 90 | -21,225 | -17.2% | Q3 2026 | Oct 13, 2026 |
| Daviman Financial, LLC | History | No change | 98,114 | 3,118 | 1.72% | 1.72% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 97,916 | 3,111 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 97,761 | 3,052 | 0.54% | 0.52% | 93 | +11,440 | 13.25% | Q3 2026 | Nov 04, 2026 |
| Elequin Capital, LP | History | No change | 96,009 | 3,051 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 92,066 | 3,012 | 1.71% | 1.71% | 95 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 94,771 | 3,011 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 89,625 | 2,932 | 0.37% | 0.37% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 90,823 | 2,880 | 0.34% | 0.37% | 98 | -5,003 | -5.22% | Q3 2026 | Oct 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 89,441 | 2,842 | 0.38% | 0.38% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keebeck Wealth Management | History | No change | 89,280 | 2,837 | 0.28% | 0.28% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 88,345 | 2,807 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Able Wealth Management LLC | History | Reduced | 87,924 | 2,800 | 0.62% | 0.78% | 102 | -19,698 | -18.3% | Q3 2026 | Oct 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 88,705 | 2,770 | 0.05% | 0.07% | 103 | -22,857 | -20.49% | Q3 2026 | Nov 04, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 87,996 | 2,747 | 1.52% | 1.5% | 104 | +5,548 | 6.73% | Q3 2026 | Oct 27, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 85,675 | 2,675 | 1.71% | 1.71% | 105 | +1,673 | 1.99% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 83,010 | 2,638 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | Reduced | 79,750 | 2,490 | 0.45% | 0.47% | 107 | -371 | -0.46% | Q3 2026 | Oct 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 79,965 | 2,478 | 0.17% | 0.22% | 108 | -11,513 | -12.59% | Q3 2026 | Oct 30, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 73,564 | 2,297 | 0.53% | 0.62% | 109 | -4,854 | -6.19% | Q3 2026 | Oct 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 71,273 | 2,225 | 0.04% | 0.04% | 110 | -4,731 | -6.22% | Q3 2026 | Oct 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 69,111 | 2,196 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 68,925 | 2,152 | 0.22% | 0.32% | 112 | -33,679 | -32.82% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 67,407 | 2,101 | 0.26% | 0.27% | 113 | -1,831 | -2.64% | Q3 2026 | Oct 16, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 66,457 | 2,075 | 1.54% | 2.06% | 114 | -21,395 | -24.35% | Q3 2026 | Nov 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 65,400 | 2,044 | 0.22% | 0.3% | 115 | +1,914 | 3.01% | Q3 2026 | Oct 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 64,218 | 2,005 | 0.19% | 0.19% | 116 | +7,481 | 13.19% | Q3 2026 | Oct 14, 2026 |
| Western Wealth Management, LLC | History | No change | 62,442 | 1,984 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 62,259 | 1,978 | 0.68% | 0.68% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advus Financial Partners, LLC | History | Added to | 62,504 | 1,951 | 0.55% | 0.22% | 120 | +37,860 | 153.63% | Q3 2026 | Oct 20, 2026 |
| Csenge Advisory Group | History | Reduced | 62,500 | 1,951 | 0.08% | 0.09% | 119 | -3,794 | -5.72% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 61,138 | 1,942 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 60,273 | 1,882 | 0.7% | 0.74% | 122 | -22,322 | -27.03% | Q3 2026 | Oct 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 59,909 | 1,870 | 1.55% | 1.86% | 123 | -9,210 | -13.32% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 57,452 | 1,825 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rose Capital Advisors LLC | History | New | 58,093 | 1,814 | 0.44% | — | 125 | +58,093 | New | Q3 2026 | Nov 04, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 57,292 | 1,789 | 0.46% | 0.45% | 126 | +3,171 | 5.86% | Q3 2026 | Oct 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 54,342 | 1,696 | 1.14% | 1.43% | 127 | -11,895 | -17.96% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 53,491 | 1,670 | 0.03% | 0.03% | 128 | -2,921 | -5.18% | Q3 2026 | Oct 16, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 52,296 | 1,661 | 0.77% | 0.77% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 51,284 | 1,601 | 0.03% | 0.03% | 130 | +1,988 | 4.03% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 49,726 | 1,552 | 0.02% | 0.03% | 131 | -6,625 | -11.76% | Q3 2026 | Nov 03, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 48,494 | 1,514 | 0.24% | — | 132 | +48,494 | New | Q3 2026 | Oct 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 46,825 | 1,488 | 0.51% | 0.51% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 46,280 | 1,470 | 1.14% | 1.14% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 45,437 | 1,443 | 0.94% | 0.94% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 43,683 | 1,388 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hoese & Co LLP | History | Added to | 44,214 | 1,380 | 0.91% | 0.9% | 137 | +563 | 1.29% | Q3 2026 | Oct 21, 2026 |
| Balefire, LLC | History | Added to | 44,133 | 1,378 | 0.22% | 0.09% | 138 | +26,073 | 144.37% | Q3 2026 | Oct 09, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 41,844 | 1,306 | 0.14% | 0.11% | 139 | +7,332 | 21.24% | Q3 2026 | Oct 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 39,979 | 1,248 | 0.34% | 0.36% | 140 | -1,660 | -3.99% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 38,995 | 1,217 | 0.03% | 0.04% | 141 | -5,266 | -11.9% | Q3 2026 | Oct 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 35,599 | 1,131 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 35,192 | 1,118 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 35,227 | 1,100 | 0.58% | 0.75% | 144 | -7,588 | -17.72% | Q3 2026 | Oct 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 33,187 | 1,036 | 0.04% | 0.06% | 145 | -4,048 | -10.87% | Q3 2026 | Oct 13, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 33,007 | 1,030 | 0.33% | 0.35% | 146 | -314 | -0.94% | Q3 2026 | Oct 16, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 31,997 | 999 | 0.55% | 0.16% | 147 | +23,156 | 261.92% | Q3 2026 | Nov 03, 2026 |
| WNY Asset Management, LLC | History | No change | 31,414 | 998 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ZENITH SOLUTIONS, INC. | History | Reduced | 31,923 | 996 | 0.89% | 1.1% | 149 | -6,140 | -16.13% | Q3 2026 | Oct 19, 2026 |
| Capital Investment Management, Inc. | History | No change | 31,191 | 991 | 0.3% | 0.3% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 30,347 | 964 | 0.52% | 0.52% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 30,083 | 956 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 28,579 | 892 | 0.06% | 0.07% | 153 | -4,045 | -12.4% | Q3 2026 | Oct 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 27,904 | 886 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 26,971 | 857 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 26,951 | 856 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.M. Arbour, LLC | History | Reduced | 26,436 | 825 | 0.66% | 0.87% | 157 | -5,324 | -16.76% | Q3 2026 | Nov 05, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 25,310 | 793 | 0.39% | 0.45% | 159 | -3,789 | -13.02% | Q3 2026 | Oct 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 25,416 | 793 | 0.01% | 0.01% | 158 | +3,779 | 17.47% | Q3 2026 | Oct 13, 2026 |
| Rossby Financial, LCC | History | Added to | 24,718 | 771 | 0.11% | 0.0% | 160 | +24,535 | 13407.1% | Q3 2026 | Nov 05, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 24,356 | 760 | 0.43% | 0.44% | 161 | +209 | 0.87% | Q3 2026 | Nov 02, 2026 |
| Vantus Wealth LLC | History | No change | 23,895 | 759 | 0.41% | 0.41% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centurion Wealth Management LLC | History | Added to | 24,291 | 758 | 0.18% | 0.1% | 163 | +11,146 | 84.79% | Q3 2026 | Oct 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 22,960 | 716 | 0.07% | 0.04% | 164 | +7,738 | 50.83% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 21,956 | 697 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,804 | 692 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 22,085 | 689 | 0.21% | 0.26% | 167 | -3,608 | -14.04% | Q3 2026 | Oct 28, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | New | 21,805 | 680 | 0.48% | — | 168 | +21,805 | New | Q3 2026 | Nov 05, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 21,004 | 655 | 0.39% | 0.42% | 169 | +207 | 1.0% | Q3 2026 | Oct 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 20,878 | 651 | 0.03% | 0.04% | 170 | -5,917 | -22.08% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,459 | 650 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 19,973 | 634 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,677 | 625 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W ADVISORS, LLC | History | Reduced | 20,004 | 624 | 0.27% | 0.32% | 174 | -2,131 | -9.63% | Q3 2026 | Nov 02, 2026 |
| Unify Financial Advisors | History | New | 19,718 | 615 | 0.56% | — | 175 | +19,718 | New | Q3 2026 | Nov 03, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 19,557 | 610 | 0.14% | 0.21% | 177 | -6,206 | -24.09% | Q3 2026 | Nov 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 19,196 | 610 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 19,360 | 604 | 0.02% | 0.15% | 178 | -171,039 | -89.83% | Q3 2026 | Oct 23, 2026 |
| Belvedere Trading LLC | History | Reduced | 19,031 | 594 | 0.0% | 0.0% | 179 | -2,614 | -12.08% | Q3 2026 | Nov 05, 2026 |
| Embree Financial Group | History | Added to | 18,651 | 582 | 0.06% | 0.03% | 180 | +8,249 | 79.3% | Q3 2026 | Oct 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 17,836 | 556 | 0.02% | 0.02% | 181 | -8,737 | -32.88% | Q3 2026 | Oct 08, 2026 |
| Semus Wealth Partners LLC | History | Added to | 17,601 | 549 | 0.25% | 0.27% | 182 | +12 | 0.07% | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,537 | 547 | 0.03% | 0.02% | 183 | +5,598 | 46.89% | Q3 2026 | Oct 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,427 | 544 | 0.01% | 0.01% | 184 | -3,780 | -17.82% | Q3 2026 | Nov 05, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 17,291 | 539 | 0.26% | 0.03% | 185 | +15,026 | 663.4% | Q3 2026 | Oct 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,939 | 538 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alta Wealth Advisors LLC | History | No change | 16,955 | 538 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,079 | 533 | 0.02% | 0.02% | 188 | -662 | -3.73% | Q3 2026 | Oct 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,051 | 532 | 0.01% | 0.01% | 189 | -2,298 | -11.88% | Q3 2026 | Oct 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 16,868 | 526 | 0.0% | 0.0% | 190 | +1,111 | 7.05% | Q3 2026 | Oct 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,921 | 505 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 15,636 | 496 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cadia Private Client LLC | History | No change | 14,694 | 466 | 0.33% | 0.33% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 14,575 | 463 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carmel Capital Partners, LLC | History | New | 13,434 | 419 | 0.15% | — | 195 | +13,434 | New | Q3 2026 | Nov 02, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 13,837 | 418 | 0.03% | 0.07% | 196 | -2,658 | -16.11% | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | Added to | 13,332 | 416 | 0.14% | 0.01% | 197 | +12,764 | 2247.18% | Q3 2026 | Oct 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 13,301 | 415 | 0.02% | 0.03% | 198 | -1,884 | -12.41% | Q3 2026 | Nov 03, 2026 |
| GWN SECURITIES INC. | History | No change | 13,033 | 414 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 13,211 | 409 | 0.07% | 0.1% | 200 | -3,737 | -22.05% | Q3 2026 | Oct 27, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 12,491 | 390 | 0.17% | — | 201 | +12,491 | New | Q3 2026 | Oct 22, 2026 |
| SMART Wealth LLC | History | New | 12,358 | 385 | 0.08% | — | 203 | +12,358 | New | Q3 2026 | Nov 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 12,133 | 385 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 12,324 | 384 | 0.1% | 0.1% | 204 | -701 | -5.38% | Q3 2026 | Oct 08, 2026 |
| Lifeworks Advisors, LLC | History | No change | 12,023 | 382 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,210 | 381 | 0.03% | 0.03% | 206 | +1,350 | 12.43% | Q3 2026 | Oct 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 12,136 | 378 | 0.07% | — | 207 | +12,136 | New | Q3 2026 | Oct 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 11,884 | 377 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,891 | 371 | 0.1% | 0.09% | 209 | +1,415 | 13.51% | Q3 2026 | Oct 13, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 11,726 | 366 | 0.08% | 0.09% | 210 | -2,050 | -14.88% | Q3 2026 | Nov 05, 2026 |
| BFC Planning, Inc. | History | No change | 11,463 | 364 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,655 | 363 | 0.0% | 0.0% | 212 | -4,568 | -28.16% | Q3 2026 | Nov 05, 2026 |
| JT Stratford LLC | History | No change | 11,440 | 363 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Wealth Management LLC | History | New | 11,758 | 355 | 0.24% | — | 214 | +11,758 | New | Q3 2026 | Oct 26, 2026 |
| Richmond Investment Services, LLC | History | Added to | 10,775 | 336 | 0.11% | 0.1% | 215 | +472 | 4.58% | Q3 2026 | Oct 29, 2026 |
| Blue Capital, Inc. | History | Added to | 9,937 | 310 | 0.19% | 0.2% | 216 | +163 | 1.67% | Q3 2026 | Oct 13, 2026 |
| VestGen Investment Management | History | No change | 9,445 | 300 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 9,479 | 296 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 9,367 | 292 | 0.42% | 0.5% | 219 | -1,009 | -9.72% | Q3 2026 | Oct 19, 2026 |
| EFG International AG | History | No change | 9,134 | 290 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 9,061 | 282 | 0.06% | 0.07% | 221 | -576 | -5.98% | Q3 2026 | Oct 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,776 | 274 | 0.13% | 0.09% | 224 | +2,477 | 39.32% | Q3 2026 | Oct 26, 2026 |
| Concorde Asset Management, LLC | History | No change | 8,625 | 274 | 0.16% | 0.16% | 222 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 8,637 | 274 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 8,681 | 271 | 0.16% | 0.17% | 225 | +312 | 3.73% | Q3 2026 | Oct 26, 2026 |
| Arvest Bank Trust Division | History | No change | 8,400 | 266 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,164 | 260 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XY Planning Network, Inc. | History | New | 8,314 | 259 | 0.03% | — | 228 | +8,314 | New | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 8,139 | 258 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,095 | 257 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 8,121 | 253 | 0.28% | — | 231 | +8,121 | New | Q3 2026 | Oct 27, 2026 |
| Tempus Wealth Planning, LLC | History | New | 7,821 | 244 | 0.05% | — | 232 | +7,821 | New | Q3 2026 | Oct 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,743 | 241 | 0.01% | 0.02% | 233 | -2,415 | -23.77% | Q3 2026 | Oct 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 7,528 | 239 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asempa Wealth Advisors | History | New | 7,328 | 229 | 0.17% | — | 235 | +7,328 | New | Q3 2026 | Oct 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,092 | 225 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,976 | 221 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,035 | 219 | 0.05% | 0.06% | 238 | -1,053 | -13.02% | Q3 2026 | Oct 20, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 6,963 | 217 | 0.03% | 0.04% | 239 | -1,761 | -20.19% | Q3 2026 | Oct 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 6,978 | 217 | 0.06% | 0.07% | 240 | -1,149 | -14.14% | Q3 2026 | Oct 16, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 6,693 | 212 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 6,584 | 205 | 0.11% | 0.12% | 242 | -1,074 | -14.02% | Q3 2026 | Oct 14, 2026 |
| Krilogy Financial LLC | History | New | 6,640 | 204 | 0.01% | — | 243 | +6,640 | New | Q3 2026 | Oct 13, 2026 |
| Visionary Wealth Advisors | History | New | 6,492 | 202 | 0.01% | — | 244 | +6,492 | New | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,238 | 194 | 0.01% | 0.01% | 245 | -929 | -12.96% | Q3 2026 | Nov 04, 2026 |
| Continuum Advisory, LLC | History | No change | 5,788 | 183 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,784 | 149 | 0.0% | 0.0% | 247 | -17,260 | -78.3% | Q3 2026 | Nov 05, 2026 |
| GeoWealth Management, LLC | History | No change | 4,504 | 143 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vision Retirement, LLC | History | No change | 4,292 | 136 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Republic Capital, LLC | History | No change | 3,636 | 115 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,605 | 114 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Capital Advisor Network LLC | History | No change | 3,364 | 106 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 2,888 | 90 | 0.03% | — | 253 | +2,888 | New | Q3 2026 | Oct 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,511 | 79 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kilter Group LLC | History | No change | 2,487 | 79 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,150 | 67 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NBH Bank | History | No change | 1,790 | 56 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,711 | 54 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,421 | 44 | 0.02% | 0.02% | 259 | -270 | -15.97% | Q3 2026 | Nov 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,384 | 43 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,276 | 40 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,125 | 35 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,078 | 34 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,041 | 33 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 980 | 30 | 0.03% | 0.03% | 266 | -3,457 | -77.91% | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 972 | 30 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 874 | 27 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | New | 744 | 23 | 0.01% | — | 268 | +744 | New | Q3 2026 | Oct 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 649 | 20 | 0.0% | 0.0% | 269 | +21 | 3.34% | Q3 2026 | Oct 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 632 | 19 | 0.0% | — | 270 | +621 | 5645.45% | Q3 2026 | Nov 05, 2026 |
| Cordant, Inc. | History | No change | 614 | 19 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 606 | 18 | 0.0% | — | 272 | +606 | New | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 497 | 15 | 0.01% | 0.01% | 273 | -96 | -16.19% | Q3 2026 | Nov 05, 2026 |
| Key Capital Management, INC | History | Reduced | 342 | 10 | 0.0% | 0.01% | 275 | -158 | -31.6% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 325 | 10 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 269 | 8 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 253 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 251 | 7 | 0.0% | 0.0% | 278 | +191 | 318.33% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 208 | 6 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | Added to | 175 | 5 | 0.0% | 0.0% | 282 | +37 | 26.81% | Q3 2026 | Oct 26, 2026 |
| Tidemark, LLC | History | No change | 186 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 169 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montgomery Financial Services LLC | History | New | 142 | 4 | 0.0% | — | 283 | +142 | New | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 91 | 2 | 0.0% | — | 288 | +91 | New | Q3 2026 | Oct 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 76 | 2 | 0.0% | — | 287 | +76 | New | Q3 2026 | Oct 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 70 | 2 | 0.0% | — | 289 | +70 | New | Q3 2026 | Nov 04, 2026 |
| United Financial Planning Group LLC | History | New | 67 | 2 | 0.0% | — | 290 | +67 | New | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | New | 65 | 2 | 0.0% | — | 291 | +65 | New | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 94 | 2 | 0.0% | 0.0% | 286 | +45 | 91.84% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 79 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Team Financial Group, LLC | History | New | 61 | 1 | 0.0% | — | 293 | +61 | New | Q3 2026 | Oct 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 44 | 1 | 0.0% | — | 292 | +44 | New | Q3 2026 | Nov 04, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -77,184 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Intesa Sanpaolo Wealth Management | History | Closed out | 0 | 0 | — | 0.29% | — | -45,041 | -100.0% | Q3 2026 | Oct 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,247 | -100.0% | Q3 2026 | Oct 14, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,310 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,528 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,010 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,496 | -100.0% | Q3 2026 | Oct 16, 2026 |