Capital Group Core Balanced ETF - CGBL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 18,718,252 | 710,544 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advance Capital Management, Inc. | History | No change | 12,041,305 | 457,087 | 14.77% | 14.77% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,140,759 | 384,943 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,654,718 | 366,493 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 6,153,666 | 233,593 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,674,737 | 215,413 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 4,819,328 | 182,941 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forge Financial Services LLC | History | No change | 3,842,632 | 145,866 | 12.56% | 12.56% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,585,680 | 136,121 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,483,547 | 132,235 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,593,810 | 98,461 | 0.23% | 0.23% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,519,318 | 95,633 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,384,205 | 89,669 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,331,297 | 86,374 | 0.13% | 0.1% | 14 | +735,977 | 46.13% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,758,593 | 66,756 | 0.22% | 0.22% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 1,688,355 | 64,089 | 3.17% | 3.17% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,594,134 | 60,513 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,564,764 | 59,398 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,347,667 | 51,157 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 1,337,192 | 50,759 | 9.59% | 9.59% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,314,820 | 49,910 | 0.46% | 0.46% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compton Financial Group, LLC | History | No change | 1,268,449 | 48,150 | 9.27% | 9.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,015,848 | 38,561 | 0.52% | 0.52% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 1,005,263 | 38,270 | 0.16% | 0.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 925,891 | 35,146 | 3.01% | 3.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | No change | 905,873 | 34,386 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 721,765 | 27,398 | 0.99% | 0.99% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 623,389 | 23,663 | 0.2% | 0.2% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 575,229 | 21,835 | 0.34% | 0.34% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 562,184 | 21,340 | 0.61% | 0.61% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenbush Financial Group, LLC | History | No change | 549,400 | 20,855 | 6.13% | 6.13% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 548,608 | 20,825 | 0.8% | 0.8% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 540,006 | 20,498 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 501,967 | 19,055 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 491,913 | 18,673 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 426,280 | 16,181 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 426,687 | 16,180 | 0.53% | 0.53% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 422,613 | 16,042 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 421,907 | 16,015 | 4.97% | 4.97% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 420,622 | 15,966 | 0.23% | 0.23% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 417,954 | 15,359 | 0.6% | 0.72% | 41 | +63,532 | 17.93% | Q3 2026 | Oct 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 402,421 | 15,275 | 3.41% | 3.41% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 395,943 | 15,029 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 374,554 | 14,218 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 369,648 | 14,031 | 2.48% | 2.48% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 393,194 | 13,615 | 0.23% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 347,708 | 13,198 | 0.29% | 0.29% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 347,015 | 13,172 | 0.24% | 0.24% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 342,396 | 12,997 | 1.45% | 1.45% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 338,733 | 12,858 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 333,534 | 12,660 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 330,840 | 12,558 | 2.67% | 2.67% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMITH, MOORE & CO. | History | No change | 326,851 | 12,407 | 0.81% | 0.81% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 336,374 | 12,361 | 0.32% | 0.32% | 54 | +31,685 | 10.4% | Q3 2026 | Oct 07, 2026 |
| Base Wealth Management LLC | History | No change | 321,993 | 12,222 | 5.69% | 5.69% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 320,886 | 12,180 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 320,615 | 12,170 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Management Associates, Inc | History | No change | 320,084 | 12,150 | 2.44% | 2.44% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 319,852 | 12,141 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLG LLC | History | Added to | 329,968 | 12,126 | 2.52% | 2.5% | 60 | +29,454 | 9.8% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 318,159 | 12,077 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 314,960 | 11,955 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 326,175 | 11,223 | 7.43% | 7.43% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boyer Financial Services, Inc. | History | No change | 295,203 | 11,140 | 9.41% | 9.41% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hopwood Nicholas Hunter | History | No change | 288,664 | 10,957 | 3.01% | 3.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 282,636 | 10,728 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 279,066 | 10,593 | 0.54% | 0.54% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LongView Wealth Management | History | No change | 276,470 | 10,494 | 2.69% | 2.69% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 274,113 | 10,405 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 271,457 | 10,304 | 0.47% | 0.47% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 261,952 | 9,943 | 5.09% | 5.09% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 259,076 | 9,834 | 0.59% | 0.59% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 258,114 | 9,798 | 3.95% | 3.95% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 242,078 | 9,189 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 239,613 | 9,095 | 0.45% | 0.45% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 226,175 | 8,585 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 212,646 | 8,106 | 1.97% | 1.97% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 213,499 | 8,104 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 208,664 | 7,920 | 3.24% | 3.24% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINTRA WEALTH, LLC | History | No change | 200,753 | 7,743 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 201,673 | 7,655 | 1.01% | 1.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 201,745 | 7,414 | 2.16% | 2.54% | 82 | -7,779 | -3.71% | Q3 2026 | Oct 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 189,752 | 7,202 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 176,327 | 6,693 | 1.31% | 1.31% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 173,854 | 6,599 | 0.42% | 0.42% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 173,608 | 6,590 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 172,718 | 6,556 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 167,605 | 6,362 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVFG LLC | History | No change | 164,981 | 6,262 | 0.66% | 0.66% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 164,708 | 6,252 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 162,362 | 6,163 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Michael Brady & Co., LLC | History | No change | 161,496 | 6,130 | 5.41% | 5.41% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 157,589 | 5,982 | 0.62% | 0.62% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 160,324 | 5,891 | 0.39% | 0.37% | 94 | +10,965 | 7.34% | Q3 2026 | Oct 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 154,094 | 5,849 | 0.28% | 0.28% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 151,828 | 5,763 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 151,676 | 5,757 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 149,799 | 5,686 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 149,521 | 5,676 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 149,387 | 5,670 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 149,187 | 5,663 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 145,243 | 5,513 | 1.34% | 1.34% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 145,183 | 5,511 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 143,378 | 5,442 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 143,350 | 5,441 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VVR Holdings LLC | History | No change | 142,823 | 5,421 | 2.34% | 2.34% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | No change | 142,674 | 5,415 | 0.27% | 0.27% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 142,116 | 5,389 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WNY Asset Management, LLC | History | No change | 140,638 | 5,338 | 0.48% | 0.48% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AA Financial Advisors, LLC | History | No change | 137,630 | 5,224 | 0.63% | 0.63% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CWS Financial Advisors, LLC | History | No change | 137,150 | 5,206 | 1.16% | 1.16% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 133,218 | 5,056 | 0.27% | 0.27% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Challenger Wealth Management | History | No change | 125,580 | 4,767 | 3.51% | 3.51% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 124,253 | 4,719 | 0.42% | 0.42% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Taylor Financial Group, Inc. | History | No change | 121,739 | 4,621 | 2.54% | 2.54% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 120,119 | 4,559 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 116,614 | 4,427 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 110,406 | 4,191 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 110,393 | 4,190 | 1.95% | 1.95% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 109,546 | 4,158 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 108,672 | 4,125 | 0.42% | 0.42% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 105,647 | 4,010 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 108,591 | 3,990 | 1.07% | 0.79% | 123 | +28,924 | 36.31% | Q3 2026 | Oct 02, 2026 |
| StrongBox Wealth, LLC | History | No change | 101,934 | 3,869 | 1.1% | 1.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blueprint Investment Partners LLC | History | No change | 100,797 | 3,826 | 0.32% | 0.32% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 100,797 | 3,826 | 0.43% | 0.43% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 99,121 | 3,762 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 98,234 | 3,728 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 97,395 | 3,697 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 97,000 | 3,682 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 95,389 | 3,623 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 94,996 | 3,606 | 1.9% | 1.9% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWF Advisory Services Inc. | History | No change | 94,957 | 3,604 | 0.34% | 0.34% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | No change | 96,563 | 3,601 | 0.27% | 0.27% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 94,853 | 3,600 | 0.67% | 0.67% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Trail Advisors, LLC | History | No change | 93,718 | 3,557 | 0.54% | 0.54% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | No change | 92,604 | 3,515 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 89,836 | 3,410 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 89,827 | 3,409 | 1.58% | 1.58% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Added to | 91,011 | 3,344 | 0.72% | 0.52% | 140 | +30,558 | 50.55% | Q3 2026 | Oct 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 79,910 | 3,033 | 1.88% | 1.88% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PKS Advisory Services, LLC | History | No change | 78,541 | 2,981 | 0.48% | 0.48% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burford Brothers, Inc. | History | No change | 73,347 | 2,784 | 1.02% | 1.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 69,174 | 2,625 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 68,255 | 2,590 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 65,321 | 2,400 | 0.04% | 0.04% | 146 | +5,812 | 9.77% | Q3 2026 | Oct 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 62,472 | 2,371 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | No change | 60,729 | 2,305 | 0.14% | 0.14% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creekside Partners | History | No change | 57,717 | 2,190 | 0.79% | 0.79% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 57,612 | 2,186 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 57,401 | 2,178 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 57,220 | 2,172 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 56,496 | 2,144 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Security Financial Services, INC. | History | No change | 56,484 | 2,144 | 0.3% | 0.3% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | No change | 54,730 | 2,077 | 0.84% | 0.84% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 51,052 | 1,937 | 0.44% | 0.44% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carson Advisory Inc. | History | No change | 51,012 | 1,936 | 0.89% | 0.89% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 49,991 | 1,897 | 0.87% | 0.87% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 48,907 | 1,856 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 48,560 | 1,843 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richmond Investment Services, LLC | History | No change | 48,393 | 1,836 | 0.58% | 0.58% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smith Thornton Advisors LLC | History | No change | 48,796 | 1,822 | 0.8% | 0.8% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 46,200 | 1,753 | 0.26% | 0.26% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 45,157 | 1,714 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | No change | 44,351 | 1,683 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 43,291 | 1,643 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 40,726 | 1,560 | 0.74% | 0.74% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 40,690 | 1,495 | 0.1% | 0.11% | 168 | -587 | -1.42% | Q3 2026 | Oct 08, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 39,250 | 1,492 | 0.35% | 0.35% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R2 Capital Strategies, LLC | History | No change | 38,720 | 1,469 | 0.67% | 0.67% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 38,648 | 1,467 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lantz Financial LLC | History | No change | 37,952 | 1,440 | 0.26% | 0.26% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 37,031 | 1,405 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 36,884 | 1,400 | 1.37% | 1.37% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 36,456 | 1,383 | 0.27% | 0.27% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RIA Advisory Group LLC | History | No change | 36,344 | 1,379 | 0.3% | 0.3% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 36,315 | 1,378 | 0.74% | 0.74% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 35,693 | 1,354 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 36,748 | 1,350 | 0.88% | 0.94% | 179 | -1 | -0.0% | Q3 2026 | Oct 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 34,931 | 1,325 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 34,817 | 1,321 | 1.3% | 1.3% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 35,694 | 1,311 | 1.1% | 1.13% | 182 | +1,031 | 2.97% | Q3 2026 | Oct 08, 2026 |
| Dakota Wealth Management | History | No change | 33,910 | 1,291 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 34,016 | 1,291 | 0.29% | 0.29% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 33,349 | 1,265 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 32,835 | 1,246 | 0.68% | 0.68% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independent Wealth Network Inc. | History | No change | 32,630 | 1,238 | 0.31% | 0.31% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 32,576 | 1,236 | 0.19% | 0.19% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 31,820 | 1,207 | 0.29% | 0.29% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 31,389 | 1,191 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | No change | 31,172 | 1,183 | 0.47% | 0.47% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merited Wealth, LLC | History | Reduced | 31,528 | 1,158 | 0.8% | 1.41% | 192 | -21,175 | -40.18% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 30,047 | 1,145 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 29,399 | 1,116 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 29,049 | 1,102 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lincoln Capital LLC | History | Added to | 29,639 | 1,089 | 0.19% | 0.09% | 196 | +16,959 | 133.75% | Q3 2026 | Oct 09, 2026 |
| Nautilus Advisors LLC | History | Reduced | 29,274 | 1,075 | 0.65% | 0.69% | 197 | -1,729 | -5.58% | Q3 2026 | Oct 06, 2026 |
| Arax Advisory Partners | History | No change | 28,313 | 1,074 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vantus Wealth LLC | History | No change | 27,735 | 1,052 | 0.56% | 0.56% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 27,063 | 1,027 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 27,045 | 1,026 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 26,612 | 991 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 26,612 | 991 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 25,455 | 966 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| tru Independence LLC | History | No change | 25,162 | 955 | 0.42% | 0.42% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,963 | 947 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial River Investments, LLC | History | No change | 24,881 | 944 | 0.27% | 0.27% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 24,777 | 940 | 0.32% | 0.32% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor Resource Council | History | No change | 24,364 | 925 | 0.26% | 0.26% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 23,239 | 885 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 22,754 | 863 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 22,515 | 854 | 0.74% | 0.74% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 22,415 | 850 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 22,399 | 850 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 21,879 | 830 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Blueprint, LLC | History | No change | 21,737 | 825 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 21,705 | 823 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harborfront Financial Group LLC | History | No change | 21,409 | 812 | 3.06% | 3.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | No change | 21,061 | 799 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KPP Advisory Services LLC | History | No change | 20,981 | 796 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 20,924 | 794 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 20,899 | 793 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,535 | 791 | 0.01% | 0.02% | 223 | -38,550 | -64.16% | Q3 2026 | Oct 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 20,804 | 789 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 20,435 | 775 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pines Wealth Management, LLC | History | No change | 20,313 | 771 | 0.22% | 0.22% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 19,997 | 759 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 19,880 | 754 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 19,191 | 728 | 0.24% | 0.24% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old North State Wealth Management, LLC | History | No change | 19,049 | 723 | 0.31% | 0.31% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor OS, LLC | History | No change | 18,932 | 718 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tudor Financial Inc. | History | No change | 18,655 | 708 | 0.32% | 0.32% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,221 | 694 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 18,489 | 682 | 0.1% | 0.1% | 234 | -641 | -3.35% | Q3 2026 | Oct 08, 2026 |
| Souders Financial Advisors | History | No change | 17,928 | 680 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 17,881 | 678 | 0.45% | 0.45% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McNamara Financial Services, Inc. | History | No change | 17,399 | 660 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 17,903 | 657 | 0.01% | 0.01% | 238 | +2,664 | 17.48% | Q3 2026 | Oct 13, 2026 |
| Balboa Wealth Partners | History | No change | 16,737 | 635 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 15,965 | 606 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Financial Services LLC | History | No change | 15,867 | 602 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | No change | 15,490 | 587 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Owen LaRue, LLC | History | No change | 15,069 | 572 | 0.2% | 0.2% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 14,805 | 561 | 0.19% | 0.19% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 14,754 | 560 | 0.18% | 0.18% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Williams & Novak Wealth Management, LLC | History | Reduced | 15,091 | 554 | 0.33% | 0.55% | 246 | -6,845 | -31.2% | Q3 2026 | Oct 09, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 14,540 | 551 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 14,379 | 546 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,371 | 545 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,224 | 539 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 14,146 | 536 | 0.19% | 0.19% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,627 | 517 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 13,358 | 507 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | No change | 13,072 | 496 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,979 | 492 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,982 | 492 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MSH Capital Advisors LLC | History | No change | 12,912 | 490 | 0.09% | 0.09% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 12,560 | 476 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 12,844 | 472 | 0.07% | 0.08% | 259 | -971 | -7.03% | Q3 2026 | Oct 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,423 | 471 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 12,267 | 465 | 0.19% | 0.19% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | No change | 12,173 | 462 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 12,215 | 460 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | No change | 12,056 | 457 | 0.18% | 0.18% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11,850 | 449 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bill Few Associates, Inc. | History | Added to | 11,900 | 437 | 0.09% | 0.08% | 266 | +1,369 | 13.0% | Q3 2026 | Oct 09, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 11,484 | 435 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 11,434 | 434 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intrua Financial, LLC | History | No change | 11,183 | 424 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 11,062 | 419 | 0.34% | 0.34% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 10,978 | 416 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 10,973 | 416 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 10,706 | 411 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,161 | 410 | 0.11% | 0.03% | 274 | +8,006 | 253.76% | Q3 2026 | Oct 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 10,684 | 405 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 10,682 | 405 | 0.35% | 0.35% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Added to | 10,880 | 399 | 0.03% | 0.03% | 277 | +2,882 | 36.03% | Q3 2026 | Oct 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,450 | 396 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,358 | 393 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prepared Retirement Institute LLC | History | No change | 10,101 | 383 | 0.16% | 0.16% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 9,998 | 378 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,700 | 368 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 9,476 | 359 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,377 | 357 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 9,367 | 355 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 9,305 | 353 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 9,039 | 343 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 9,031 | 342 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | No change | 8,838 | 335 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | No change | 8,746 | 332 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 8,829 | 324 | 0.06% | 0.06% | 291 | -654 | -6.9% | Q3 2026 | Oct 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 8,260 | 313 | 0.09% | 0.09% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,287 | 312 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 8,180 | 310 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital International Investors | History | No change | 8,001 | 303 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retireful, LLC | History | Added to | 8,121 | 298 | 0.26% | 0.26% | 296 | +624 | 8.32% | Q3 2026 | Oct 08, 2026 |
| Johnson Financial Group, LLC | History | No change | 7,850 | 297 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtus Wealth Solutions LLC | History | No change | 7,745 | 293 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,670 | 291 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,595 | 288 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |