Capital Group Core Balanced ETF - CGBL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
HARMONY ASSET MANAGEMENT LLC History No change 7,534 285 0.08% 0.08% 301 0 0.0% Q2 2026 Jul 20, 2026
Guardian Asset Advisors, LLC History No change 7,300 277 0.13% 0.13% 302 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 7,281 276 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
A&I FINANCIAL SERVICES, LLC History No change 7,186 272 0.12% 0.12% 304 0 0.0% Q2 2026 Jul 09, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 7,175 272 0.09% 0.09% 305 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Retirement, LLC History No change 7,088 269 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History Added to 7,175 263 0.01% 0.01% 307 +335 4.9% Q3 2026 Oct 13, 2026
Hobbs Group Advisors, LLC History No change 6,930 263 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 6,800 258 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 28, 2026
Claro Advisors Inc. History No change 6,725 255 0.03% 0.03% 310 0 0.0% Q2 2026 Jul 30, 2026
NWAM LLC History No change 6,678 253 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 23, 2026
January Capital Advisors LLC History No change 6,600 250 0.21% 0.21% 312 0 0.0% Q2 2026 Aug 25, 2026
Aspire Growth Partners LLC History No change 6,531 247 0.14% 0.14% 313 0 0.0% Q2 2026 Jul 29, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 6,401 242 0.05% 0.05% 314 0 0.0% Q2 2026 Jul 09, 2026
Nicholson Wealth Management Group, LLC History No change 6,392 242 0.14% 0.14% 315 0 0.0% Q2 2026 Jul 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 6,368 241 0.01% 0.01% 316 0 0.0% Q2 2026 Jul 20, 2026
Gladstone Institutional Advisory LLC History No change 6,319 239 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 6,212 235 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 04, 2026
M.E. ALLISON & CO., INC. History No change 6,410 235 0.13% 0.14% 319 0 0.0% Q3 2026 Oct 08, 2026
Colonial Trust Co / SC History No change 6,211 235 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 11, 2026
Hobart Private Capital, LLC History No change 6,138 232 0.04% 0.04% 321 0 0.0% Q2 2026 Jul 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,098 231 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 5,966 226 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 10, 2026
Old Port Advisors History No change 5,755 218 0.04% 0.04% 324 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 5,707 216 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5,636 213 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 5,585 212 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,507 209 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5,377 202 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 22, 2026
Tumwater Wealth Management, LLC History No change 5,338 202 0.07% 0.07% 330 0 0.0% Q2 2026 Jul 20, 2026
Atlanta Consulting Group Advisors, LLC History No change 5,272 200 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 3,437 130 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,941 111 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 07, 2026
Cascades Capital Asset Management, LLC History No change 2,886 109 0.04% 0.04% 334 0 0.0% Q2 2026 Aug 14, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 2,792 105 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,431 92 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 08, 2026
Godfrey Financial Associates, Inc. History No change 2,439 92 0.07% 0.07% 337 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History New 2,120 78 0.0% — 338 +2,120 New Q3 2026 Oct 02, 2026
CoreCap Advisors, LLC History Added to 2,122 77 0.0% 0.0% 339 +1,203 130.9% Q3 2026 Oct 08, 2026
BlackRock, Inc. History No change 2,000 75 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 07, 2026
ARVEST INVESTMENTS, INC. History No change 1,765 66 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 1,700 64 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,510 57 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,480 56 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 15, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,454 55 0.03% 0.03% 345 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,352 51 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 1,255 47 0.0% 0.0% 347 0 0.0% Q2 2026 Sep 15, 2026
Rossby Financial, LCC History No change 928 35 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 876 33 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 870 33 0.0% 0.0% 350 0 0.0% Q2 2026 Sep 04, 2026
LANARK FINANCIAL, INC. History No change 773 29 0.0% 0.0% 351 0 0.0% Q2 2026 Jul 21, 2026
BOKF, NA History No change 605 22 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 604 22 0.02% 0.02% 353 0 0.0% Q2 2026 Jul 30, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 474 17 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 339 12 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 308 11 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 31, 2026
N.E.W. Advisory Services LLC History No change 309 11 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 314 11 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 300 11 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 158 6 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 144 5 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 07, 2026
Trust Co History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2026 Oct 09, 2026
Schuylkill Financial LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026