TEMA ETFS LLC - VOLT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,336,409 | 55,982 | 0.01% | 0.01% | 1 | +529,236 | 65.57% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,133,708 | 47,484 | 0.08% | 0.06% | 2 | +278,274 | 32.53% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 570,153 | 23,883 | 0.02% | 0.01% | 3 | +384,632 | 207.33% | Q2 2026 | Aug 05, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 501,273 | 20,998 | 1.88% | 1.6% | 4 | +37,629 | 8.12% | Q2 2026 | Jul 31, 2026 |
| Members Advisory Group LLC | History | Added to | 480,790 | 20,140 | 5.62% | 4.46% | 5 | +100,856 | 26.55% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 316,421 | 13,254 | 0.0% | 0.0% | 6 | +148,728 | 88.69% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 302,721 | 12,680 | 0.02% | 0.01% | 7 | +119,218 | 64.97% | Q2 2026 | Aug 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 209,235 | 8,764 | 0.68% | 0.6% | 8 | +9,973 | 5.0% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 196,181 | 8,218 | 0.0% | — | 9 | +196,181 | New | Q2 2026 | Aug 14, 2026 |
| Avid Wealth Partners LLC | History | New | 190,962 | 7,999 | 3.87% | — | 10 | +190,962 | New | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 146,297 | 5,964 | 0.0% | 0.0% | 11 | +142,481 | 3733.78% | Q2 2026 | Aug 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 127,977 | 5,360 | 2.51% | 2.22% | 12 | -1,497 | -1.16% | Q2 2026 | Aug 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 124,234 | 5,204 | 2.45% | 0.89% | 13 | +74,956 | 152.11% | Q2 2026 | Jul 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 110,284 | 4,619 | 0.12% | 0.09% | 14 | +25,905 | 30.7% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 109,210 | 4,575 | 0.01% | — | 15 | +109,210 | New | Q2 2026 | Aug 05, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 106,857 | 4,476 | 0.67% | 0.57% | 16 | +5,817 | 5.76% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 100,949 | 4,228 | 0.01% | 0.0% | 17 | +75,752 | 300.64% | Q2 2026 | Jul 29, 2026 |
| Willow Financial LLC | History | No change | 117,477 | 4,022 | 4.08% | 4.08% | 18 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 89,246 | 3,738 | 0.01% | 0.0% | 19 | +17,870 | 25.04% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 84,433 | 3,536 | 0.0% | 0.0% | 20 | +19,078 | 29.19% | Q2 2026 | Aug 12, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 81,670 | 3,421 | 0.95% | 0.38% | 21 | +49,165 | 151.25% | Q2 2026 | Aug 12, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 80,411 | 3,368 | 2.77% | 2.35% | 22 | +5,514 | 7.36% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 80,215 | 3,360 | 0.01% | 0.02% | 23 | -45,576 | -36.23% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 61,097 | 2,559 | 0.03% | 0.01% | 24 | +30,207 | 97.79% | Q2 2026 | Aug 11, 2026 |
| IAM Advisory, LLC | History | Added to | 53,763 | 2,252 | 0.44% | 0.4% | 25 | +2,160 | 4.19% | Q2 2026 | Jul 14, 2026 |
| CHANNEL WEALTH LLC | History | New | 51,698 | 2,165 | 0.49% | — | 26 | +51,698 | New | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,202 | 1,977 | 0.0% | 0.0% | 27 | +5,061 | 12.01% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 46,048 | 1,928 | 0.0% | 0.0% | 28 | -8,765 | -15.99% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | New | 44,886 | 1,880 | 0.03% | — | 29 | +44,886 | New | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 43,196 | 1,809 | 0.17% | 0.07% | 30 | +24,404 | 129.86% | Q2 2026 | Aug 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 42,155 | 1,765 | 0.52% | 0.39% | 31 | +9,762 | 30.14% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 42,053 | 1,761 | 0.03% | — | 32 | +42,053 | New | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 41,962 | 1,757 | 0.12% | 0.06% | 33 | +18,207 | 76.64% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 41,750 | 1,748 | 0.38% | 0.35% | 34 | -25 | -0.06% | Q2 2026 | Aug 03, 2026 |
| FreeGulliver LLC | History | New | 41,592 | 1,742 | 0.61% | — | 35 | +41,592 | New | Q2 2026 | Aug 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 41,436 | 1,735 | 0.16% | 0.14% | 36 | +1,407 | 3.51% | Q2 2026 | Jul 08, 2026 |
| Benson Wealth Management INC | History | New | 40,797 | 1,708 | 1.72% | — | 37 | +40,797 | New | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 39,068 | 1,636 | 0.02% | 0.01% | 38 | +3,702 | 10.47% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,219 | 1,600 | 0.0% | 0.0% | 39 | +38,019 | 19009.5% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 37,910 | 1,588 | 0.02% | 0.02% | 40 | -2,756 | -6.78% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 37,693 | 1,578 | 0.01% | 0.0% | 41 | +35,990 | 2113.33% | Q2 2026 | Aug 10, 2026 |
| Mezzasalma Advisors, LLC | History | New | 37,245 | 1,560 | 0.31% | — | 42 | +37,245 | New | Q2 2026 | Aug 10, 2026 |
| Old Port Advisors | History | New | 37,178 | 1,557 | 0.31% | — | 43 | +37,178 | New | Q2 2026 | Jul 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 36,233 | 1,517 | 0.02% | 0.01% | 44 | +3,650 | 11.2% | Q2 2026 | Aug 03, 2026 |
| Unique Wealth Strategies, LLC | History | Reduced | 34,287 | 1,436 | 0.52% | 0.74% | 45 | -18,931 | -35.57% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,778 | 1,373 | 0.0% | 0.0% | 46 | +13,438 | 69.48% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,937 | 1,337 | 0.0% | 0.0% | 47 | -136,519 | -81.04% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 30,407 | 1,273 | 0.28% | 0.25% | 48 | +1,085 | 3.7% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | New | 28,350 | 1,187 | 0.01% | — | 49 | +28,350 | New | Q2 2026 | Aug 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,922 | 1,127 | 0.01% | 0.01% | 50 | +13,422 | 99.42% | Q2 2026 | Jul 22, 2026 |
| Balboa Wealth Partners | History | New | 25,003 | 1,047 | 0.14% | — | 51 | +25,003 | New | Q2 2026 | Aug 10, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 24,512 | 1,026 | 0.22% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 21,416 | 897 | 0.03% | 0.03% | 53 | +122 | 0.57% | Q2 2026 | Aug 05, 2026 |
| Tidal Investments LLC | History | Added to | 19,607 | 821 | 0.0% | 0.0% | 54 | +2,200 | 12.64% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | New | 19,175 | 803 | 0.0% | — | 55 | +19,175 | New | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,900 | 791 | 0.0% | 0.0% | 56 | -11,622 | -38.08% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,566 | 777 | 0.0% | 0.0% | 57 | +1,512 | 8.87% | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 17,934 | 751 | 0.5% | 0.32% | 58 | +5,732 | 46.98% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 16,551 | 693 | 0.14% | — | 59 | +16,551 | New | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 15,510 | 650 | 0.02% | — | 60 | +15,510 | New | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 16,266 | 632 | 0.0% | — | 61 | +16,266 | New | Q2 2026 | Jul 15, 2026 |
| UNIQUE WEALTH, LLC | History | New | 15,068 | 631 | 0.07% | — | 62 | +15,068 | New | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 14,855 | 622 | 0.02% | 0.02% | 63 | +500 | 3.48% | Q2 2026 | Aug 11, 2026 |
| APS Management Group, Inc. | History | New | 14,107 | 590 | 0.45% | — | 64 | +14,107 | New | Q2 2026 | Jul 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 13,974 | 585 | 0.04% | — | 65 | +13,974 | New | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 12,850 | 538 | 0.18% | 0.16% | 66 | +500 | 4.05% | Q2 2026 | Jul 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 12,728 | 533 | 0.16% | — | 67 | +12,728 | New | Q2 2026 | Aug 07, 2026 |
| MWA Asset Management | History | Added to | 11,894 | 498 | 0.23% | 0.15% | 68 | +4,019 | 51.03% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Added to | 11,745 | 492 | 0.0% | 0.0% | 69 | +1,100 | 10.33% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | New | 11,700 | 490 | 0.01% | — | 70 | +11,700 | New | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,077 | 464 | 0.03% | 0.02% | 71 | +3,029 | 37.64% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 10,439 | 437 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,309 | 431 | 0.0% | — | 73 | +10,309 | New | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 12,350 | 422 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,016 | 419 | 0.05% | 0.04% | 75 | +171 | 1.74% | Q2 2026 | Jul 23, 2026 |
| Alteri Wealth LLC | History | New | 9,383 | 393 | 0.11% | — | 76 | +9,383 | New | Q2 2026 | Jul 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 9,001 | 377 | 0.1% | — | 77 | +9,001 | New | Q2 2026 | Aug 20, 2026 |
| WILLNER & HELLER, LLC | History | New | 8,547 | 358 | 0.22% | — | 78 | +8,547 | New | Q2 2026 | Jul 07, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 8,912 | 340 | 0.22% | 0.15% | 79 | +3,249 | 57.37% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | New | 8,015 | 335 | 0.0% | — | 80 | +8,015 | New | Q2 2026 | Jul 24, 2026 |
| Capital Square, LLC | History | New | 8,461 | 329 | 0.14% | — | 81 | +8,461 | New | Q2 2026 | Aug 12, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 7,758 | 324 | 0.11% | — | 82 | +7,758 | New | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 7,663 | 321 | 0.01% | — | 83 | +7,663 | New | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | New | 7,500 | 314 | 0.0% | — | 84 | +7,500 | New | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,473 | 313 | 0.01% | 0.02% | 85 | +1,065 | 16.62% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 7,300 | 305 | 0.0% | 0.0% | 86 | -192 | -2.56% | Q2 2026 | Aug 27, 2026 |
| Weaver Consulting Group | History | New | 7,211 | 302 | 0.06% | — | 87 | +7,211 | New | Q2 2026 | Jul 29, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 7,050 | 295 | 0.16% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 7,003 | 293 | 0.01% | — | 89 | +7,003 | New | Q2 2026 | Jul 23, 2026 |
| HUB Investment Partners, LLC | History | New | 6,840 | 286 | 0.01% | — | 90 | +6,840 | New | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,160 | 258 | 0.0% | 0.0% | 91 | -10,277 | -62.52% | Q2 2026 | Aug 17, 2026 |
| Post Resch Tallon Group Inc. | History | New | 6,050 | 253 | 0.17% | — | 92 | +6,050 | New | Q2 2026 | Jul 07, 2026 |
| Grantvest Financial Group LLC | History | New | 5,626 | 235 | 0.14% | — | 93 | +5,626 | New | Q2 2026 | Aug 07, 2026 |
| Jacobs Equity LLC | History | New | 5,520 | 231 | 0.16% | — | 94 | +5,520 | New | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | New | 5,370 | 224 | 0.06% | — | 95 | +5,370 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,282 | 221 | 0.0% | — | 96 | +5,282 | New | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,107 | 213 | 0.0% | — | 97 | +5,107 | New | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,872 | 204 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,444 | 179 | 0.0% | 0.0% | 99 | +4,080 | 1120.88% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,252 | 178 | 0.0% | 0.0% | 100 | +1,812 | 74.26% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 3,240 | 135 | 0.0% | 0.0% | 101 | +1,554 | 92.17% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,657 | 111 | 0.0% | 0.0% | 102 | +2,424 | 1040.34% | Q2 2026 | Aug 13, 2026 |
| Graney & King, LLC | History | New | 2,228 | 93 | 0.03% | — | 103 | +2,228 | New | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 2,071 | 86 | 0.0% | — | 104 | +2,071 | New | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 1,800 | 75 | 0.0% | — | 105 | +1,800 | New | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,614 | 67 | 0.03% | 0.03% | 106 | +54 | 3.46% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,506 | 63 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | New | 1,493 | 62 | 0.0% | — | 108 | +1,493 | New | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | Added to | 1,371 | 57 | 0.0% | 0.0% | 109 | +181 | 15.21% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,258 | 52 | 0.0% | 0.0% | 110 | -1,010 | -44.53% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,140 | 48 | 0.0% | 0.0% | 111 | +300 | 35.71% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 921 | 38 | 0.0% | — | 112 | +921 | New | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 826 | 34 | 0.0% | — | 113 | +826 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 718 | 30 | 0.0% | 0.0% | 114 | -6,608 | -90.2% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 698 | 29 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 678 | 28 | 0.0% | — | 116 | +678 | New | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 645 | 27 | 0.0% | — | 117 | +645 | New | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 470 | 19 | 0.0% | 0.0% | 118 | +244 | 107.96% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 350 | 14 | 0.0% | 0.0% | 119 | -358 | -50.56% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 329 | 13 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 303 | 12 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | New | 265 | 11 | 0.0% | — | 122 | +265 | New | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | Added to | 144 | 6 | 0.0% | — | 123 | +123 | 585.71% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | Added to | 162 | 6 | 0.0% | 0.0% | 124 | +29 | 21.8% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | No change | 163 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 116 | 4 | 0.0% | — | 126 | +116 | New | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | New | 100 | 4 | 0.0% | — | 127 | +100 | New | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | New | 100 | 4 | 0.0% | — | 128 | +100 | New | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 94 | 3 | 0.0% | — | 130 | +94 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TFC Financial Management, Inc. | History | New | 32 | 1 | 0.0% | — | 133 | +32 | New | Q2 2026 | Jul 23, 2026 |
| Concord Wealth Partners | History | New | 26 | 1 | 0.0% | — | 132 | +26 | New | Q2 2026 | Jul 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Golden State Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |