TCW ETF Trust - PWRD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | No change | 5,522,892 | 679,094 | 5.05% | 5.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,058,493 | 364,603 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,908,167 | 200,727 | 2.26% | 2.65% | 3 | +93,324 | 5.14% | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,825,726 | 192,055 | 2.86% | 3.29% | 4 | +86,595 | 4.98% | Q3 2026 | Oct 22, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 944,060 | 116,081 | 2.74% | 2.74% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 586,451 | 72,109 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 491,163 | 60,393 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 382,371 | 47,016 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 339,471 | 41,741 | 0.99% | 0.99% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 250,629 | 30,817 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 226,712 | 27,876 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 170,961 | 17,984 | 0.87% | 0.93% | 12 | +18,408 | 12.07% | Q3 2026 | Nov 02, 2026 |
| ASPIRIANT, LLC | History | Added to | 167,840 | 17,655 | 0.43% | 0.49% | 13 | +5,560 | 3.43% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 139,898 | 17,201 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 146,248 | 15,384 | 1.75% | 1.95% | 15 | +10,235 | 7.53% | Q3 2026 | Oct 16, 2026 |
| Procyon Advisors, LLC | History | Added to | 145,509 | 15,306 | 0.65% | 0.76% | 16 | +1,872 | 1.3% | Q3 2026 | Oct 21, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 105,393 | 12,959 | 0.46% | 0.46% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 109,665 | 11,536 | 3.6% | 4.4% | 18 | -4,478 | -3.92% | Q3 2026 | Oct 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 104,402 | 10,982 | 1.04% | 1.17% | 19 | +6,260 | 6.38% | Q3 2026 | Nov 02, 2026 |
| Venture Visionary Partners LLC | History | Added to | 89,843 | 9,450 | 0.25% | 0.3% | 20 | +2,722 | 3.12% | Q3 2026 | Oct 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 85,637 | 9,072 | 0.01% | 0.02% | 21 | +2,747 | 3.31% | Q3 2026 | Nov 05, 2026 |
| Storen Legacy Partners, LLC | History | No change | 68,225 | 8,388 | 2.29% | 2.29% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 66,930 | 8,229 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCW GROUP INC | History | No change | 64,528 | 7,934 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 73,456 | 7,727 | 0.44% | 0.51% | 25 | +1,240 | 1.72% | Q3 2026 | Oct 21, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 70,299 | 7,394 | 0.31% | 0.48% | 26 | -17,775 | -20.18% | Q3 2026 | Oct 30, 2026 |
| Fusion Capital, LLC | History | Added to | 70,075 | 7,371 | 1.61% | 1.95% | 27 | +1,832 | 2.68% | Q3 2026 | Oct 28, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 57,433 | 7,062 | 2.31% | 2.31% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 56,243 | 6,915 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 61,701 | 6,490 | 1.49% | 1.74% | 30 | +1,716 | 2.86% | Q3 2026 | Nov 04, 2026 |
| Valence8 US LP | History | No change | 54,694 | 5,753 | 2.03% | 2.24% | 31 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,548 | 5,738 | 0.01% | 0.01% | 32 | +95 | 0.17% | Q3 2026 | Nov 02, 2026 |
| DWM Financial Group, Inc. | History | Reduced | 53,747 | 5,653 | 4.43% | 5.54% | 33 | -10,875 | -16.83% | Q3 2026 | Oct 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 42,545 | 5,231 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 36,280 | 4,461 | 2.07% | 2.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 36,039 | 4,431 | 0.84% | 0.84% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 40,067 | 4,214 | 0.19% | 0.22% | 37 | +2,404 | 6.38% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 32,376 | 3,980 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 36,456 | 3,834 | 0.65% | 0.51% | 39 | +3,699 | 11.29% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 30,490 | 3,748 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | Added to | 33,536 | 3,527 | 0.1% | 0.11% | 41 | +2,600 | 8.4% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,896 | 3,430 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | New | 34,675 | 3,383 | 0.04% | — | 43 | +34,675 | New | Q3 2026 | Nov 04, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 22,952 | 2,822 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 21,565 | 2,651 | 1.22% | 1.22% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Insights, Inc. | History | Added to | 25,190 | 2,649 | 0.67% | 0.72% | 46 | +2,981 | 13.42% | Q3 2026 | Oct 27, 2026 |
| TritonPoint Partners, LLC | History | Added to | 25,040 | 2,634 | 0.46% | 0.21% | 47 | +4,545 | 22.18% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 21,043 | 2,587 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 20,906 | 2,570 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 22,782 | 2,396 | 1.31% | 1.35% | 50 | +3,198 | 16.33% | Q3 2026 | Oct 29, 2026 |
| Dakota Wealth Management | History | No change | 19,415 | 2,387 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,612 | 2,288 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 21,355 | 2,246 | 0.32% | 0.3% | 53 | +1,321 | 6.59% | Q3 2026 | Oct 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 20,215 | 2,126 | 0.12% | 0.14% | 54 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,658 | 2,048 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | Reduced | 19,384 | 2,039 | 0.47% | 0.32% | 56 | -1,354 | -6.53% | Q3 2026 | Oct 23, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 19,000 | 1,998 | 0.19% | — | 57 | +19,000 | New | Q3 2026 | Nov 02, 2026 |
| Lido Advisors, LLC | History | Added to | 18,648 | 1,961 | 0.01% | 0.01% | 58 | +356 | 1.95% | Q3 2026 | Nov 04, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 17,714 | 1,863 | 0.42% | 0.47% | 59 | +1,745 | 10.93% | Q3 2026 | Oct 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 14,734 | 1,811 | 0.98% | 0.98% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 14,284 | 1,756 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 15,968 | 1,679 | 0.68% | 3.43% | 62 | -54,642 | -77.39% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,814 | 1,575 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 13,540 | 1,424 | 0.16% | 0.18% | 64 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,343 | 1,392 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 12,884 | 1,355 | 0.15% | 0.19% | 66 | -495 | -3.7% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,784 | 1,326 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,397 | 1,318 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 11,908 | 1,252 | 0.45% | 0.65% | 69 | -2,874 | -19.44% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,713 | 1,232 | 0.02% | 0.02% | 70 | +281 | 2.46% | Q3 2026 | Oct 28, 2026 |
| Virtue Capital Management, LLC | History | New | 11,564 | 1,216 | 0.16% | — | 71 | +11,564 | New | Q3 2026 | Oct 29, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 11,067 | 1,164 | 0.23% | 0.22% | 72 | +2,061 | 22.88% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,360 | 1,150 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,653 | 1,120 | 0.04% | 0.05% | 74 | +118 | 1.12% | Q3 2026 | Nov 04, 2026 |
| PUREfi Wealth, LLC | History | Added to | 9,925 | 1,044 | 0.49% | 0.66% | 75 | +85 | 0.86% | Q3 2026 | Oct 19, 2026 |
| Ascentis Independent Advisors | History | New | 9,600 | 1,009 | 0.06% | — | 76 | +9,600 | New | Q3 2026 | Nov 03, 2026 |
| Traveka Wealth, LLC | History | Added to | 9,150 | 962 | 0.3% | 0.33% | 78 | +1,176 | 14.75% | Q3 2026 | Oct 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,824 | 962 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,805 | 960 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 7,400 | 909 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 8,564 | 900 | 0.36% | 0.43% | 81 | -21 | -0.24% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,029 | 845 | 0.0% | 0.0% | 82 | -876 | -9.84% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 6,704 | 824 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | New | 7,330 | 771 | 0.08% | — | 84 | +7,330 | New | Q3 2026 | Oct 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,148 | 756 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 5,881 | 723 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,461 | 671 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 5,475 | 575 | 0.04% | 0.02% | 88 | +3,758 | 218.87% | Q3 2026 | Oct 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,522 | 556 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 5,210 | 548 | 0.31% | 0.45% | 90 | -1,736 | -24.99% | Q3 2026 | Oct 09, 2026 |
| IFP Advisors, Inc | History | Added to | 5,033 | 529 | 0.01% | 0.01% | 91 | +367 | 7.87% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 4,025 | 494 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 4,817 | 491 | 0.12% | 0.13% | 93 | +277 | 6.1% | Q3 2026 | Oct 20, 2026 |
| TPG Advisors LLC | History | New | 4,646 | 488 | 0.26% | — | 94 | +4,646 | New | Q3 2026 | Oct 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,384 | 461 | 0.01% | 0.01% | 95 | +446 | 11.33% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,120 | 433 | 0.0% | 0.0% | 96 | +200 | 5.1% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Reduced | 4,046 | 425 | 0.0% | 0.0% | 97 | -1,423 | -26.02% | Q3 2026 | Nov 02, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 3,944 | 414 | 0.09% | 0.13% | 98 | -600 | -13.2% | Q3 2026 | Oct 14, 2026 |
| SCS Capital Management LLC | History | No change | 3,161 | 388 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 368 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Added to | 3,488 | 366 | 0.02% | 0.03% | 101 | +48 | 1.4% | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 2,975 | 365 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rare Wolf Capital LLC | History | No change | 3,450 | 362 | 0.21% | 0.27% | 103 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,926 | 359 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REDW Wealth LLC | History | No change | 3,337 | 351 | 0.13% | 0.15% | 105 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,206 | 337 | 0.02% | 0.08% | 106 | -6,493 | -66.95% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,073 | 323 | 0.0% | 0.0% | 107 | -1,530 | -33.24% | Q3 2026 | Oct 30, 2026 |
| Atria Investments, Inc | History | Reduced | 3,004 | 316 | 0.0% | 0.0% | 108 | -93 | -3.0% | Q3 2026 | Oct 15, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 2,964 | 311 | 0.19% | 0.23% | 110 | -20 | -0.67% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 2,531 | 311 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 3,134 | 306 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,900 | 305 | 0.01% | 0.01% | 112 | -242 | -7.7% | Q3 2026 | Oct 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,474 | 304 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,535 | 266 | 0.0% | 0.01% | 115 | +262 | 11.53% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,537 | 266 | 0.0% | 0.0% | 114 | -135 | -5.05% | Q3 2026 | Oct 26, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 2,336 | 245 | 0.14% | 0.17% | 116 | -247 | -9.56% | Q3 2026 | Oct 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,983 | 243 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integras Partners LLC | History | Added to | 2,188 | 230 | 0.13% | 0.14% | 118 | +164 | 8.1% | Q3 2026 | Oct 30, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,794 | 220 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | No change | 1,689 | 207 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SageGuard Financial Group, LLC | History | No change | 1,684 | 207 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 1,330 | 163 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,222 | 128 | 0.02% | 0.03% | 123 | +23 | 1.92% | Q3 2026 | Oct 19, 2026 |
| Golden State Wealth Management, LLC | History | No change | 860 | 90 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 808 | 84 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | Reduced | 727 | 76 | 0.01% | 0.02% | 126 | -10 | -1.36% | Q3 2026 | Oct 14, 2026 |
| Heritage Family Offices, LLP | History | New | 626 | 65 | 0.02% | — | 127 | +626 | New | Q3 2026 | Nov 02, 2026 |
| Financially Speaking Inc | History | No change | 552 | 58 | 0.07% | 0.26% | 128 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Regatta Research & Money Management | History | No change | 479 | 58 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 547 | 57 | 0.0% | — | 130 | +547 | New | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 468 | 49 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 390 | 47 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 369 | 45 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 236 | 29 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 214 | 22 | 0.02% | 0.04% | 135 | -128 | -37.43% | Q3 2026 | Oct 27, 2026 |
| NorthAvenue LLC | History | No change | 128 | 13 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 117 | 12 | 0.01% | 0.01% | 137 | -54 | -31.58% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 96 | 11 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 107 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 92 | 9 | 0.0% | — | 140 | +92 | New | Q3 2026 | Oct 26, 2026 |
| Pathway Financial Advisers, LLC | History | New | 92 | 9 | 0.0% | — | 141 | +92 | New | Q3 2026 | Oct 26, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 66 | 8 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 51 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quantum Portfolio Management LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 146 | -5 | -16.67% | Q3 2026 | Oct 15, 2026 |
| VANGUARD ADVISERS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARWA LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,343 | -100.0% | Q3 2026 | Oct 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Morling Financial Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |