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.
Details.
Full rows mode is enabled.
Back to fast mode.
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 | 14,908,799 | 513,011 | 0.14% | 0.12% | 1 | +2,333,083 | 18.55% | Q1 2026 | May 06, 2026 |
| Advance Capital Management, Inc. | History | Added to | 11,973,900 | 412,021 | 15.61% | 14.06% | 2 | +2,588,189 | 27.58% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,244,288 | 283,685 | 0.08% | 0.07% | 3 | +1,298,850 | 18.7% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,633,916 | 262,683 | 0.05% | 0.03% | 4 | +3,011,786 | 65.16% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 5,432,051 | 186,916 | 0.01% | 0.01% | 5 | +1,369,656 | 33.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 4,048,725 | 139,316 | 0.15% | 0.13% | 6 | +723,471 | 21.76% | Q1 2026 | May 13, 2026 |
| Forge Financial Services LLC | History | New | 3,765,044 | 129,555 | 13.12% | — | 7 | +3,765,044 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,720,942 | 128,037 | 0.04% | 0.03% | 8 | +1,119,922 | 43.06% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,242,044 | 111,558 | 0.16% | 0.13% | 9 | +484,059 | 17.55% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,806,476 | 96,578 | 0.14% | 0.13% | 10 | +200,101 | 7.68% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,335,514 | 80,364 | 0.01% | 0.01% | 11 | +326,314 | 16.24% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,295,214 | 78,978 | 0.2% | 0.21% | 12 | +43,205 | 1.92% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 2,229,671 | 76,722 | 0.2% | 0.21% | 13 | +61,631 | 2.84% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,907,753 | 65,645 | 3.59% | 3.67% | 14 | +97,382 | 5.38% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,940,293 | 65,620 | 0.03% | 0.03% | 15 | +432,793 | 28.71% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,573,552 | 54,145 | 0.2% | 0.19% | 16 | +271,207 | 20.82% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,348,871 | 46,670 | 0.1% | 0.1% | 17 | -680,231 | -33.52% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,342,291 | 46,188 | 0.11% | 0.07% | 18 | +478,121 | 55.33% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,269,350 | 43,678 | 0.04% | 0.03% | 19 | +214,620 | 20.35% | Q1 2026 | May 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,236,940 | 42,618 | 9.59% | 9.49% | 20 | +90,606 | 7.9% | Q1 2026 | May 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,049,905 | 36,127 | 0.1% | 0.08% | 21 | +73,327 | 7.51% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 970,642 | 33,399 | 0.52% | 0.44% | 22 | +359,126 | 58.73% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 941,932 | 32,411 | 0.32% | 0.25% | 23 | +295,293 | 45.67% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 855,452 | 29,430 | 0.15% | 0.13% | 24 | +145,478 | 20.49% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 696,400 | 23,963 | 0.95% | 0.94% | 25 | +9,978 | 1.45% | Q1 2026 | Apr 13, 2026 |
| KWB Wealth | History | Reduced | 670,921 | 23,703 | 2.34% | 2.25% | 26 | -2,537 | -0.38% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 591,041 | 20,337 | 0.1% | 0.08% | 27 | +115,409 | 24.26% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 572,908 | 19,713 | 0.21% | 0.34% | 28 | -271,041 | -32.12% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 562,939 | 19,370 | 0.35% | 0.34% | 29 | +66,608 | 13.42% | Q1 2026 | May 11, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 551,241 | 18,968 | 6.28% | 6.19% | 30 | +36,285 | 7.05% | Q1 2026 | Apr 17, 2026 |
| Compton Financial Group, LLC | History | Added to | 543,246 | 18,693 | 4.13% | 0.18% | 31 | +520,631 | 2302.15% | Q1 2026 | Apr 28, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 532,357 | 18,318 | 0.71% | 0.72% | 32 | +39,819 | 8.08% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 516,912 | 17,786 | 0.78% | 0.47% | 33 | +232,819 | 81.95% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 482,712 | 16,610 | 0.02% | 0.02% | 34 | +43,602 | 9.93% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 481,750 | 16,577 | 0.2% | 0.21% | 35 | +1,878 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 439,352 | 15,117 | 0.24% | 0.18% | 36 | +186,005 | 73.42% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 426,687 | 14,413 | 0.52% | 0.54% | 37 | +26,301 | 6.57% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 381,863 | 13,139 | 0.21% | 0.16% | 38 | +107,953 | 39.41% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 352,726 | 12,137 | 0.07% | 0.06% | 39 | +57,423 | 19.45% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 350,388 | 12,056 | 0.47% | 0.25% | 40 | +285,763 | 442.19% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 347,520 | 11,958 | 0.19% | 0.16% | 41 | +90,788 | 35.36% | Q1 2026 | Apr 22, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 346,953 | 11,938 | 3.02% | 2.26% | 42 | +121,045 | 53.58% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 343,614 | 11,823 | 0.29% | 0.31% | 43 | -12,652 | -3.55% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 344,298 | 11,630 | 0.74% | 0.62% | 44 | -38,985 | -10.17% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | New | 330,158 | 11,361 | 0.02% | — | 45 | +330,158 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 328,952 | 11,319 | 0.0% | 0.0% | 46 | +128,952 | 64.48% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 328,849 | 11,315 | 0.23% | 0.25% | 47 | +11,626 | 3.66% | Q1 2026 | Apr 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 326,175 | 11,223 | 7.42% | 7.71% | 48 | +2,932 | 0.91% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 323,272 | 11,123 | 1.38% | 1.39% | 49 | +6,437 | 2.03% | Q1 2026 | Apr 16, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 316,985 | 10,907 | 2.54% | 2.41% | 50 | +21,148 | 7.15% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 316,865 | 10,903 | 0.79% | 0.82% | 51 | +9,345 | 3.04% | Q1 2026 | May 05, 2026 |
| Base Wealth Management LLC | History | Reduced | 315,259 | 10,848 | 6.07% | 6.47% | 52 | -25,221 | -7.41% | Q1 2026 | Apr 29, 2026 |
| Quantum Financial Planning Services, Inc. | History | Reduced | 312,795 | 10,763 | 3.87% | 4.09% | 53 | -6,312 | -1.98% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 310,622 | 10,688 | 0.02% | 0.02% | 54 | +85,448 | 37.95% | Q1 2026 | May 06, 2026 |
| Capital Management Associates, Inc | History | Added to | 299,356 | 10,300 | 2.33% | 2.11% | 55 | +28,748 | 10.62% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 299,200 | 10,295 | 0.12% | 0.11% | 56 | +26,080 | 9.55% | Q1 2026 | Apr 28, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 297,810 | 10,247 | 0.17% | 0.12% | 57 | +89,831 | 43.19% | Q1 2026 | May 13, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 292,944 | 10,080 | 10.69% | 9.57% | 58 | +39,028 | 15.37% | Q1 2026 | Apr 10, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 292,341 | 10,059 | 2.07% | 1.49% | 59 | +85,648 | 41.44% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 290,398 | 9,992 | 0.07% | 0.07% | 60 | +47,084 | 19.35% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 278,522 | 9,971 | 0.56% | 0.48% | 61 | +46,387 | 19.98% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 282,663 | 9,726 | 0.0% | 0.0% | 62 | +123,953 | 78.1% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 280,360 | 9,647 | 0.22% | 0.23% | 63 | +10,288 | 3.81% | Q1 2026 | May 04, 2026 |
| LongView Wealth Management | History | Added to | 264,333 | 9,619 | 2.42% | 2.15% | 64 | +19,294 | 7.87% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 278,175 | 9,572 | 0.0% | 0.0% | 65 | +77,098 | 38.34% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 259,833 | 8,940 | 0.1% | 0.1% | 66 | +5,257 | 2.07% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 241,714 | 8,317 | 0.43% | 0.09% | 67 | +194,934 | 416.7% | Q1 2026 | Apr 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 241,321 | 8,303 | 3.74% | 3.11% | 68 | +47,538 | 24.53% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 237,701 | 8,179 | 0.27% | 0.26% | 69 | +13,490 | 6.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 227,023 | 7,811 | 0.01% | 0.01% | 70 | +16,621 | 7.9% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 226,531 | 7,794 | 0.06% | 0.08% | 71 | +31,551 | 16.18% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 222,510 | 7,656 | 0.0% | 0.0% | 72 | +55,052 | 32.88% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 217,276 | 7,476 | 0.42% | 0.33% | 73 | +53,657 | 32.79% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | New | 216,544 | 7,451 | 0.08% | — | 74 | +216,544 | New | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 203,948 | 7,043 | 2.02% | 2.18% | 75 | -11,138 | -5.18% | Q1 2026 | May 14, 2026 |
| CLG LLC | History | Added to | 204,440 | 7,034 | 1.75% | 1.45% | 76 | +40,089 | 24.39% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 202,522 | 6,968 | 0.39% | 0.22% | 77 | +150,096 | 286.3% | Q1 2026 | Apr 22, 2026 |
| Worth Asset Management, LLC | History | Reduced | 196,324 | 6,755 | 2.52% | 2.95% | 78 | -745 | -0.38% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 191,174 | 6,578 | 0.09% | 0.08% | 79 | +32,857 | 20.75% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 185,923 | 6,565 | 0.04% | 0.04% | 80 | +28,090 | 17.8% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 179,565 | 6,178 | 0.95% | 0.83% | 81 | +33,295 | 22.76% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 173,996 | 5,987 | 1.38% | 1.36% | 82 | +6,077 | 3.62% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 171,214 | 5,891 | 0.01% | 0.01% | 83 | +43,963 | 34.55% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 170,507 | 5,867 | 0.08% | 0.09% | 84 | -6,495 | -3.67% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 166,795 | 5,740 | 0.09% | 0.09% | 85 | +18,715 | 12.64% | Q1 2026 | Apr 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 165,049 | 5,679 | 0.09% | 0.09% | 86 | +25,696 | 18.44% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 164,065 | 5,645 | 0.1% | 0.09% | 87 | +25,241 | 18.18% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 163,630 | 5,630 | 0.43% | 0.3% | 88 | +58,784 | 56.07% | Q1 2026 | Apr 22, 2026 |
| Michael Brady & Co., LLC | History | Added to | 162,906 | 5,605 | 5.63% | 5.22% | 89 | +14,716 | 9.93% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 157,617 | 5,423 | 0.01% | 0.01% | 90 | +69,321 | 78.51% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 155,985 | 5,367 | 0.06% | 0.05% | 91 | +37,435 | 31.58% | Q1 2026 | May 01, 2026 |
| Merited Wealth, LLC | History | Added to | 155,328 | 5,344 | 4.43% | 4.94% | 92 | +4,574 | 3.03% | Q1 2026 | Apr 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 151,097 | 5,199 | 0.31% | 0.29% | 93 | +11,771 | 8.45% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 147,801 | 5,085 | 0.67% | 0.74% | 94 | +2,201 | 1.51% | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 146,172 | 5,070 | 1.41% | 1.52% | 95 | -299 | -0.2% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 146,005 | 5,024 | 0.38% | 0.36% | 96 | +12,489 | 9.35% | Q1 2026 | Apr 08, 2026 |
| CVFG LLC | History | Added to | 143,479 | 4,937 | 0.61% | 2.99% | 97 | +20,196 | 16.38% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 142,527 | 4,904 | 0.31% | 0.33% | 98 | +570 | 0.4% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 141,565 | 4,871 | 0.14% | 0.12% | 99 | +17,508 | 14.11% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 139,216 | 4,790 | 0.03% | 0.01% | 100 | +19,696 | 16.48% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 138,083 | 4,751 | 0.01% | 0.01% | 101 | +8,354 | 6.44% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 136,290 | 4,689 | 0.66% | 0.42% | 102 | +71,447 | 110.18% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 136,129 | 4,684 | 0.29% | 0.26% | 103 | +19,819 | 17.04% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 135,658 | 4,667 | 0.15% | 0.15% | 104 | +11,987 | 9.69% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 131,040 | 4,509 | 0.22% | 0.19% | 105 | +22,413 | 20.63% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 129,923 | 4,470 | 0.09% | 0.08% | 106 | +18,632 | 16.74% | Q1 2026 | Apr 15, 2026 |
| Challenger Wealth Management | History | Reduced | 124,296 | 4,277 | 3.42% | 3.4% | 107 | -1,830 | -1.45% | Q1 2026 | May 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 122,899 | 4,228 | 0.02% | 0.02% | 108 | +33,889 | 38.07% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 122,508 | 4,217 | 0.45% | 0.43% | 109 | +8,225 | 7.2% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 121,006 | 4,164 | 0.2% | 0.17% | 110 | +14,350 | 13.45% | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 120,996 | 4,163 | 0.02% | 0.01% | 111 | +47,416 | 64.44% | Q1 2026 | May 08, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 120,953 | 4,162 | 1.07% | 1.03% | 112 | +13,704 | 12.78% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 120,685 | 4,152 | 0.0% | 0.0% | 113 | -24,370 | -16.8% | Q1 2026 | May 15, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 115,973 | 3,990 | 2.42% | 2.31% | 114 | +4,614 | 4.14% | Q1 2026 | May 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 107,522 | 3,941 | 2.04% | 2.23% | 115 | +10,895 | 11.28% | Q1 2026 | May 18, 2026 |
| VVR Holdings LLC | History | Added to | 112,227 | 3,861 | 1.99% | 1.31% | 116 | +40,879 | 57.3% | Q1 2026 | Apr 16, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 107,776 | 3,708 | 0.26% | 0.03% | 117 | +100,681 | 1419.04% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 103,467 | 3,560 | 0.15% | — | 118 | +103,467 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 102,585 | 3,465 | 0.0% | 0.0% | 119 | +45,614 | 80.07% | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 98,107 | 3,375 | 1.08% | 0.97% | 120 | +14,592 | 17.47% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 97,078 | 3,340 | 0.01% | — | 121 | +97,078 | New | Q1 2026 | May 01, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 96,497 | 3,320 | 0.34% | 0.31% | 122 | +13,816 | 16.71% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 96,497 | 3,320 | 0.49% | 0.45% | 123 | +13,816 | 16.71% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 95,113 | 3,272 | 0.2% | 0.14% | 124 | +13,895 | 17.11% | Q1 2026 | Apr 28, 2026 |
| Continuum Advisory, LLC | History | Added to | 94,030 | 3,235 | 0.31% | 0.25% | 125 | +23,970 | 34.21% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 87,758 | 3,217 | 0.25% | 0.26% | 126 | +2,232 | 2.61% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 93,404 | 3,214 | 0.33% | — | 127 | +93,404 | New | Q1 2026 | May 22, 2026 |
| RFG Advisory, LLC | History | Added to | 88,888 | 3,058 | 0.06% | 0.06% | 128 | +729 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 88,370 | 3,040 | 0.07% | 0.04% | 129 | +29,638 | 50.46% | Q1 2026 | May 01, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 87,228 | 3,001 | 1.84% | 1.46% | 130 | +27,623 | 46.34% | Q1 2026 | May 05, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 83,531 | 2,874 | 1.55% | 1.87% | 131 | -12,287 | -12.82% | Q1 2026 | May 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 78,904 | 2,715 | 1.93% | 1.92% | 132 | +5,869 | 8.04% | Q1 2026 | May 19, 2026 |
| Burford Brothers, Inc. | History | Added to | 71,419 | 2,457 | 1.01% | 1.0% | 133 | +3,003 | 4.39% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 66,686 | 2,356 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 68,017 | 2,340 | 0.03% | — | 135 | +68,017 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 65,790 | 2,324 | 0.41% | 0.41% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 59,100 | 2,033 | 0.03% | 0.03% | 137 | -4,990 | -7.79% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | Added to | 57,539 | 1,979 | 0.31% | 0.27% | 138 | +8,519 | 17.38% | Q1 2026 | May 27, 2026 |
| Creekside Partners | History | Added to | 57,509 | 1,978 | 0.81% | 0.78% | 139 | +5,293 | 10.14% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 56,599 | 1,947 | 0.35% | 0.1% | 140 | +41,369 | 271.63% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 56,372 | 1,939 | 0.04% | 0.04% | 141 | +2,087 | 3.84% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 54,853 | 1,887 | 0.05% | 0.01% | 142 | +43,512 | 383.67% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 53,608 | 1,844 | 0.08% | 0.08% | 143 | +6,826 | 14.59% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 51,145 | 1,759 | 0.05% | — | 144 | +51,145 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 51,052 | 1,756 | 0.46% | 0.43% | 145 | +6,807 | 15.38% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 50,987 | 1,754 | 0.2% | 0.17% | 146 | +6,972 | 15.84% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 50,516 | 1,738 | 0.18% | 0.17% | 147 | +5,041 | 11.09% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 47,835 | 1,645 | 0.35% | 0.36% | 148 | -362 | -0.75% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 47,229 | 1,625 | 0.11% | 0.08% | 149 | +16,030 | 51.38% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 45,963 | 1,587 | 0.43% | 0.13% | 150 | +37,150 | 421.54% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 42,214 | 1,573 | 0.04% | 0.14% | 151 | -50,402 | -54.42% | Q1 2026 | May 14, 2026 |
| Carson Advisory Inc. | History | Added to | 45,656 | 1,571 | 0.81% | 0.27% | 152 | +31,081 | 213.25% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 45,361 | 1,560 | 0.11% | 0.09% | 153 | +12,418 | 37.7% | Q1 2026 | Apr 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 45,025 | 1,549 | 0.79% | 0.36% | 154 | +25,685 | 132.81% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 44,432 | 1,528 | 0.0% | 0.0% | 155 | +31,534 | 244.49% | Q1 2026 | May 05, 2026 |
| Sun Financial Inc | History | Added to | 40,692 | 1,527 | 0.76% | 0.79% | 156 | +621 | 1.55% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 43,873 | 1,509 | 0.06% | 0.06% | 157 | +9,188 | 26.49% | Q1 2026 | May 19, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 43,245 | 1,488 | 1.17% | 1.43% | 158 | -4,650 | -9.71% | Q1 2026 | Apr 09, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 42,986 | 1,479 | 0.74% | 0.67% | 159 | +5,478 | 14.6% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 41,808 | 1,477 | 0.3% | 0.3% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 41,354 | 1,422 | 0.03% | 0.04% | 161 | -9,931 | -19.36% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 40,957 | 1,409 | 0.17% | 0.18% | 162 | +625 | 1.55% | Q1 2026 | Apr 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 40,768 | 1,402 | 0.11% | 0.1% | 163 | +4,024 | 10.95% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 39,790 | 1,369 | 0.0% | 0.0% | 164 | +7,324 | 22.56% | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 38,174 | 1,313 | 0.16% | 0.25% | 165 | +1,570 | 4.29% | Q1 2026 | May 18, 2026 |
| Advisor OS, LLC | History | Added to | 35,852 | 1,233 | 0.09% | 0.09% | 166 | +5,432 | 17.86% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 35,361 | 1,216 | 0.27% | 0.35% | 167 | -7,936 | -18.33% | Q1 2026 | Apr 27, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 35,258 | 1,213 | 0.79% | 0.8% | 168 | +748 | 2.17% | Q1 2026 | May 20, 2026 |
| RIA Advisory Group LLC | History | Added to | 35,251 | 1,212 | 0.29% | 0.29% | 169 | +1,514 | 4.49% | Q1 2026 | Apr 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 34,179 | 1,176 | 0.35% | 0.3% | 170 | +6,114 | 21.79% | Q1 2026 | Apr 20, 2026 |
| Nautilus Advisors LLC | History | Reduced | 34,152 | 1,175 | 0.81% | 0.82% | 171 | -1,226 | -3.47% | Q1 2026 | Apr 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 33,559 | 1,154 | 1.14% | 1.16% | 172 | -24 | -0.07% | Q1 2026 | Apr 07, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 33,212 | 1,142 | 1.3% | 2.22% | 173 | -21,723 | -39.54% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Added to | 33,164 | 1,141 | 0.14% | 0.13% | 174 | +1,958 | 6.27% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,859 | 1,130 | 0.0% | 0.01% | 175 | -179,537 | -84.53% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 32,589 | 1,121 | 0.18% | 0.13% | 176 | +11,107 | 51.7% | Q1 2026 | Apr 29, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 32,065 | 1,103 | 0.7% | 0.55% | 177 | +9,207 | 40.28% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 31,097 | 1,073 | 0.01% | 0.02% | 178 | +250 | 0.81% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 30,715 | 1,056 | 0.35% | 0.38% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30,474 | 1,048 | 0.08% | 0.05% | 180 | +9,448 | 44.93% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 30,320 | 1,046 | 0.02% | 0.02% | 181 | +4,890 | 19.23% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Added to | 29,406 | 1,017 | 0.76% | 0.4% | 182 | +14,505 | 97.34% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 29,370 | 1,010 | 0.04% | 0.04% | 183 | +4,377 | 17.51% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 28,227 | 971 | 0.44% | 0.34% | 184 | +6,200 | 28.15% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,833 | 912 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Northwest Financial Advisors | History | Added to | 26,410 | 908 | 1.75% | 1.39% | 186 | +7,323 | 38.37% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 26,365 | 907 | 0.08% | 0.09% | 187 | +4,134 | 18.6% | Q1 2026 | May 12, 2026 |
| Lantz Financial LLC | History | Added to | 25,454 | 875 | 0.18% | 0.11% | 188 | +10,583 | 71.17% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 24,845 | 859 | 0.01% | 0.02% | 189 | -27,382 | -52.43% | Q1 2026 | Apr 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 24,895 | 856 | 0.15% | 0.18% | 190 | +1,560 | 6.69% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,628 | 847 | 0.08% | 0.04% | 191 | +12,184 | 97.91% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 24,457 | 841 | 0.04% | — | 192 | +24,457 | New | Q1 2026 | Apr 28, 2026 |
| tru Independence LLC | History | Added to | 24,227 | 833 | 0.41% | 0.1% | 193 | +13,023 | 116.24% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 23,603 | 812 | 0.01% | 0.01% | 194 | -1,886 | -7.4% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 23,455 | 807 | 0.04% | 0.02% | 195 | +13,685 | 140.07% | Q1 2026 | May 07, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 23,420 | 805 | 0.33% | 0.32% | 196 | +317 | 1.37% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 21,770 | 790 | 0.01% | 0.03% | 197 | +5,062 | 30.3% | Q1 2026 | May 01, 2026 |
| Vantus Wealth LLC | History | No change | 22,231 | 785 | 0.58% | 0.58% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,440 | 772 | 0.02% | 0.02% | 199 | -393 | -1.72% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 21,698 | 746 | 0.15% | 0.15% | 200 | +2,856 | 15.16% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 21,674 | 745 | 0.04% | 0.03% | 201 | +6,463 | 42.49% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 21,253 | 731 | 0.19% | 0.17% | 202 | +3,900 | 22.47% | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Added to | 20,981 | 721 | 0.1% | 0.09% | 203 | +2,881 | 15.92% | Q1 2026 | Apr 24, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 20,899 | 719 | 0.05% | 0.44% | 204 | -1 | -0.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,872 | 718 | 0.04% | 0.04% | 205 | +460 | 2.25% | Q1 2026 | Apr 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 20,517 | 705 | 0.09% | 0.06% | 206 | +8,580 | 71.88% | Q1 2026 | Apr 28, 2026 |
| Pines Wealth Management, LLC | History | Added to | 20,418 | 702 | 0.23% | 0.23% | 207 | +10 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Colonial River Investments, LLC | History | Added to | 20,294 | 698 | 0.25% | 0.22% | 208 | +2,888 | 16.59% | Q1 2026 | Apr 27, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 19,184 | 660 | 0.28% | 0.31% | 209 | +104 | 0.55% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,055 | 655 | 0.03% | 0.03% | 210 | +2,316 | 13.84% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 18,310 | 630 | 0.02% | 0.02% | 211 | +2,275 | 14.19% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 18,213 | 626 | 0.15% | 0.21% | 212 | +11,806 | 184.27% | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Reduced | 17,973 | 618 | 0.2% | 0.3% | 213 | -5,931 | -24.81% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 17,618 | 606 | 0.25% | 0.13% | 214 | +9,358 | 113.29% | Q1 2026 | May 06, 2026 |
| Tudor Financial Inc. | History | Added to | 17,225 | 592 | 0.3% | 0.29% | 215 | +1,225 | 7.66% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 17,199 | 591 | 0.01% | — | 216 | +17,199 | New | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 16,708 | 574 | 0.0% | 0.0% | 217 | +86 | 0.52% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 16,625 | 572 | 0.1% | 0.09% | 218 | +503 | 3.12% | Q1 2026 | Apr 16, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 16,326 | 561 | 0.28% | 0.25% | 219 | +2,140 | 15.09% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Added to | 16,149 | 556 | 0.03% | 0.03% | 220 | +426 | 2.71% | Q1 2026 | May 07, 2026 |
| Owen LaRue, LLC | History | No change | 15,800 | 543 | 0.21% | 0.21% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,663 | 538 | 0.04% | 0.02% | 222 | +5,371 | 52.19% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 15,184 | 522 | 0.01% | 0.01% | 223 | +3,755 | 32.86% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 14,537 | 520 | 0.08% | 0.07% | 224 | +2,623 | 22.02% | Q1 2026 | Apr 16, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 15,055 | 518 | 0.1% | 0.1% | 225 | +226 | 1.52% | Q1 2026 | Apr 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 14,935 | 513 | 0.04% | 0.02% | 226 | +8,200 | 121.75% | Q1 2026 | May 14, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | New | 14,773 | 508 | 0.18% | — | 227 | +14,773 | New | Q1 2026 | May 15, 2026 |
| Souders Financial Advisors | History | New | 14,634 | 503 | 0.06% | — | 228 | +14,634 | New | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 14,226 | 489 | 0.19% | 0.21% | 229 | -213 | -1.48% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 14,154 | 487 | 0.18% | 0.19% | 230 | +229 | 1.64% | Q1 2026 | Apr 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 14,048 | 483 | 0.44% | 0.91% | 231 | -13,847 | -49.64% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Added to | 13,822 | 475 | 0.02% | 0.02% | 232 | +2,689 | 24.15% | Q1 2026 | Apr 27, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 13,596 | 467 | 0.1% | 0.09% | 233 | -807 | -5.6% | Q1 2026 | Apr 08, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,344 | 459 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,979 | 446 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 12,692 | 436 | 0.01% | 0.01% | 236 | -915 | -6.72% | Q1 2026 | May 15, 2026 |
| Duncan Williams Asset Management, LLC | History | New | 12,562 | 432 | 0.12% | — | 237 | +12,562 | New | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,414 | 429 | 0.01% | 0.01% | 238 | +652 | 5.54% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,338 | 424 | 0.02% | 0.02% | 239 | +44 | 0.36% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 12,306 | 423 | 0.08% | 0.08% | 240 | +1,418 | 13.02% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 12,279 | 422 | 0.02% | 0.05% | 241 | -23,571 | -65.75% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 12,267 | 422 | 0.21% | — | 243 | +12,267 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,215 | 422 | 0.0% | 0.0% | 242 | +3,295 | 36.94% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 12,162 | 418 | 0.02% | 0.02% | 244 | +3,631 | 42.56% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 12,124 | 417 | 0.09% | 0.09% | 245 | +245 | 2.06% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,950 | 411 | 0.0% | — | 246 | +11,950 | New | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 11,557 | 397 | 0.08% | 0.08% | 247 | +427 | 3.84% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,522 | 396 | 0.02% | 0.03% | 248 | +3,746 | 48.17% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 11,511 | 396 | 0.33% | 0.27% | 249 | +2,781 | 31.86% | Q1 2026 | Apr 17, 2026 |
| WARNER FINANCIAL, INC | History | No change | 10,943 | 377 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | No change | 10,926 | 375 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 10,868 | 373 | 0.14% | — | 252 | +10,868 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 10,868 | 373 | 0.14% | — | 253 | +10,868 | New | Q1 2026 | May 05, 2026 |
| Transcendent Capital Group LLC | History | Added to | 10,836 | 372 | 0.17% | 0.16% | 254 | +578 | 5.63% | Q1 2026 | Apr 27, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 10,770 | 370 | 0.36% | 0.17% | 255 | +5,942 | 123.07% | Q1 2026 | May 05, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 10,682 | 367 | 0.36% | 0.25% | 256 | -290 | -2.64% | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 10,064 | 355 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Intrua Financial, LLC | History | Added to | 10,157 | 349 | 0.04% | 0.04% | 258 | +750 | 7.97% | Q1 2026 | Apr 23, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,642 | 348 | 0.1% | 0.07% | 259 | +2,891 | 42.82% | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | New | 9,877 | 341 | 0.01% | — | 260 | +9,877 | New | Q1 2026 | Apr 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 9,700 | 333 | 0.03% | 0.02% | 261 | -50 | -0.51% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,579 | 330 | 0.02% | 0.02% | 262 | -100 | -1.03% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,556 | 328 | 0.0% | 0.0% | 263 | +416 | 4.55% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 9,366 | 322 | 0.09% | 0.08% | 264 | +1,083 | 13.07% | Q1 2026 | May 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 9,015 | 310 | 0.05% | 0.05% | 265 | +101 | 1.13% | Q1 2026 | Apr 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 8,960 | 308 | 0.18% | 0.17% | 266 | -44 | -0.49% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | New | 8,877 | 305 | 0.07% | — | 267 | +8,877 | New | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,831 | 303 | 0.0% | 0.0% | 268 | +833 | 10.42% | Q1 2026 | May 08, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 8,831 | 303 | 0.04% | 0.04% | 269 | +161 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,718 | 299 | 0.02% | 0.02% | 270 | +367 | 4.39% | Q1 2026 | Apr 30, 2026 |
| Concorde Asset Management, LLC | History | No change | 8,351 | 295 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,107 | 278 | 0.0% | 0.0% | 272 | +1,372 | 20.37% | Q1 2026 | Apr 23, 2026 |
| Johnson Financial Group, LLC | History | New | 7,850 | 270 | 0.02% | — | 273 | +7,850 | New | Q1 2026 | May 14, 2026 |
| Virtus Wealth Solutions LLC | History | New | 7,720 | 265 | 0.05% | — | 274 | +7,720 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 7,607 | 261 | 0.0% | 0.0% | 275 | -4,785 | -38.61% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,353 | 259 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,489 | 257 | 0.02% | 0.02% | 277 | +554 | 7.99% | Q1 2026 | May 21, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 7,240 | 249 | 0.07% | 0.08% | 278 | -7 | -0.1% | Q1 2026 | May 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,179 | 247 | 0.01% | 0.01% | 279 | +1,180 | 19.67% | Q1 2026 | Apr 08, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 7,186 | 247 | 0.12% | 0.14% | 280 | -993 | -12.14% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,941 | 239 | 0.01% | — | 281 | +6,941 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 6,825 | 234 | 0.01% | — | 282 | +6,825 | New | Q1 2026 | Apr 07, 2026 |
| Claro Advisors Inc. | History | No change | 6,725 | 231 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,713 | 230 | 0.01% | — | 286 | +6,713 | New | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,707 | 230 | 0.01% | 0.01% | 284 | +404 | 6.41% | Q1 2026 | Apr 20, 2026 |
| Hobart Private Capital, LLC | History | Added to | 6,700 | 230 | 0.05% | 0.05% | 285 | +81 | 1.22% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Reduced | 6,678 | 229 | 0.01% | 0.02% | 287 | -1,055 | -13.64% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | New | 6,557 | 225 | 0.01% | — | 288 | +6,557 | New | Q1 2026 | Apr 28, 2026 |
| January Capital Advisors LLC | History | New | 6,523 | 224 | 0.3% | — | 290 | +6,523 | New | Q1 2026 | May 20, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 6,535 | 224 | 0.15% | 0.16% | 289 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Management Associates, Inc. | History | New | 6,460 | 222 | 0.08% | — | 291 | +6,460 | New | Q1 2026 | May 13, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 6,392 | 219 | 0.13% | 0.13% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,333 | 217 | 0.07% | 0.07% | 293 | +414 | 6.99% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 6,274 | 215 | 0.09% | 0.09% | 295 | +502 | 8.7% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 6,253 | 215 | 0.0% | 0.0% | 294 | -315 | -4.8% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 6,089 | 210 | 0.01% | — | 296 | +6,089 | New | Q1 2026 | Apr 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 6,084 | 209 | 0.06% | — | 297 | +6,084 | New | Q1 2026 | Apr 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 5,944 | 204 | 0.02% | — | 298 | +5,944 | New | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,894 | 202 | 0.01% | 0.04% | 299 | -46,200 | -88.69% | Q1 2026 | Apr 23, 2026 |
| Lincoln Capital LLC | History | New | 5,870 | 201 | 0.04% | — | 300 | +5,870 | New | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | New | 5,864 | 201 | 0.02% | — | 301 | +5,864 | New | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,006 | 137 | 0.01% | 0.01% | 302 | +1,700 | 73.72% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,437 | 118 | 0.03% | 0.02% | 303 | +1,000 | 41.03% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 2,792 | 102 | 0.05% | 0.04% | 304 | +520 | 22.89% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,516 | 86 | 0.02% | — | 305 | +2,516 | New | Q1 2026 | Apr 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2,431 | 83 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,389 | 82 | 0.07% | 0.07% | 307 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 2,000 | 68 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,782 | 61 | 0.0% | 0.0% | 309 | -44 | -2.41% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,765 | 60 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | New | 1,700 | 58 | 0.0% | — | 311 | +1,700 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,510 | 51 | 0.0% | 0.0% | 312 | -435 | -22.37% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 1,384 | 47 | 0.01% | 0.0% | 313 | +1,324 | 2206.67% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | New | 1,250 | 43 | 0.0% | — | 314 | +1,250 | New | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,222 | 42 | 0.0% | 0.0% | 315 | +189 | 18.3% | Q1 2026 | Apr 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,147 | 39 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,129 | 38 | 0.0% | — | 317 | +1,123 | 18716.67% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 605 | 20 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 604 | 20 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 600 | 20 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 474 | 16 | 0.01% | 0.01% | 321 | -60 | -11.24% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 309 | 10 | 0.0% | 0.01% | 323 | -4,050 | -92.91% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | No change | 308 | 10 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 283 | 9 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 158 | 5 | 0.0% | — | 325 | +158 | New | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 139 | 4 | 0.0% | — | 326 | +136 | 4533.33% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -329,138 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -158,871 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -57,606 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,411 | -100.0% | Q1 2026 | May 11, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.27% | — | -19,460 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,406 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,845 | -100.0% | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -7,626 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,537 | -100.0% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,269 | -100.0% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -5,757 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,668 | -100.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,665 | -100.0% | Q1 2026 | May 01, 2026 |
| Cascades Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -285 | -100.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | May 15, 2026 |