Capital Group Fixed Income ETF Trust - CGCB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 29,857,209 | 784,050 | 0.18% | 0.1% | 1 | +6,207,170 | 26.25% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 28,419,125 | 746,286 | 0.2% | 0.16% | 2 | +6,159,437 | 27.67% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,028,917 | 237,099 | 0.01% | 0.01% | 3 | +1,277,040 | 16.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,880,441 | 180,680 | 0.05% | 0.04% | 4 | +1,454,691 | 26.81% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,374,335 | 141,130 | 0.09% | 0.07% | 5 | +1,484,379 | 38.16% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,348,557 | 114,193 | 0.02% | 0.01% | 6 | +1,443,196 | 49.67% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,994,716 | 104,901 | 0.03% | 0.02% | 7 | +992,356 | 33.05% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 3,932,344 | 103,263 | 0.11% | 0.1% | 8 | +591,197 | 17.69% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,646,178 | 95,748 | 0.01% | 0.01% | 9 | +968,033 | 36.15% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,898,079 | 76,101 | 0.76% | 0.06% | 10 | +2,708,421 | 1428.06% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,501,744 | 65,695 | 0.06% | 0.05% | 11 | +629,239 | 33.6% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,184,031 | 57,352 | 7.11% | 6.72% | 12 | +139,251 | 6.81% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,107,722 | 55,348 | 0.41% | 0.43% | 13 | +72,094 | 3.54% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,067,153 | 54,284 | 0.08% | 0.08% | 14 | -62,195 | -2.92% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,058,831 | 54,064 | 0.64% | 0.37% | 15 | +930,871 | 82.53% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,908,053 | 50,105 | 0.01% | 0.01% | 16 | +200,800 | 11.76% | Q1 2026 | May 15, 2026 |
| Leverty Financial Group, LLC | History | Added to | 1,686,527 | 44,288 | 9.8% | 10.03% | 17 | +104,590 | 6.61% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,594,463 | 41,871 | 0.11% | 0.1% | 18 | +171,451 | 12.05% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,570,255 | 41,234 | 0.11% | 0.09% | 19 | +240,308 | 18.07% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,487,279 | 39,055 | 0.07% | 0.04% | 20 | +738,407 | 98.6% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,291,454 | 33,913 | 0.05% | 0.03% | 21 | +301,555 | 30.46% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,238,692 | 32,391 | 0.02% | 0.01% | 22 | +423,916 | 52.03% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,175,481 | 30,868 | 0.11% | 0.11% | 23 | +73,215 | 6.64% | Q1 2026 | Jun 02, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,162,985 | 30,539 | 2.16% | 2.14% | 24 | +584,162 | 100.92% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,108,814 | 29,117 | 2.79% | 2.73% | 25 | +82,310 | 8.02% | Q1 2026 | Apr 22, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 968,120 | 25,422 | 5.18% | 4.8% | 26 | -30,831 | -3.09% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 952,111 | 25,002 | 1.37% | 1.48% | 27 | -17,567 | -1.81% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 940,081 | 24,742 | 0.05% | 0.02% | 28 | +332,085 | 54.62% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 918,362 | 24,116 | 0.26% | — | 29 | +918,362 | New | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 900,863 | 23,656 | 2.69% | 2.42% | 30 | +104,062 | 13.06% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 833,751 | 21,894 | 0.13% | 0.14% | 31 | -5,326 | -0.63% | Q1 2026 | May 05, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 827,135 | 21,720 | 13.38% | 12.22% | 32 | +75,922 | 10.11% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 733,059 | 19,250 | 0.24% | 0.23% | 33 | +40,823 | 5.9% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 730,014 | 19,160 | 0.09% | 0.09% | 34 | +98,509 | 15.6% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 702,136 | 18,438 | 2.42% | 1.88% | 35 | +192,582 | 37.79% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Reduced | 691,505 | 18,158 | 2.42% | 2.43% | 36 | -19,465 | -2.74% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 678,524 | 17,818 | 0.92% | 0.09% | 37 | +615,045 | 968.9% | Q1 2026 | Apr 17, 2026 |
| Royal Harbor Partners, LLC | History | New | 660,777 | 17,352 | 5.87% | — | 38 | +660,777 | New | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | Added to | 643,490 | 16,898 | 0.69% | 0.48% | 39 | +134,809 | 26.5% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 598,753 | 15,723 | 0.01% | 0.01% | 40 | +115,256 | 23.84% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 597,594 | 15,692 | 0.07% | 0.07% | 41 | +39,598 | 7.1% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 569,093 | 14,944 | 0.02% | 0.0% | 42 | +421,446 | 285.44% | Q1 2026 | May 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 562,285 | 14,765 | 2.46% | — | 43 | +562,285 | New | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 535,389 | 14,059 | 0.07% | 0.07% | 44 | +23,267 | 4.54% | Q1 2026 | May 08, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 530,742 | 13,937 | 4.61% | 3.98% | 45 | +89,928 | 20.4% | Q1 2026 | Apr 17, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 502,744 | 13,202 | 5.76% | 4.13% | 46 | +155,626 | 44.83% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 477,772 | 12,546 | 0.05% | 0.03% | 47 | +161,714 | 51.17% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 476,018 | 12,500 | 0.55% | 0.54% | 48 | +22,435 | 4.95% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 458,658 | 12,044 | 2.71% | 2.38% | 49 | +75,667 | 19.76% | Q1 2026 | May 21, 2026 |
| UBS Group AG | History | Added to | 431,544 | 11,332 | 0.0% | 0.0% | 50 | +87,393 | 25.39% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 418,327 | 10,985 | 0.01% | 0.0% | 51 | +316,839 | 312.19% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 396,846 | 10,397 | 0.82% | 0.83% | 52 | +28,961 | 7.87% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 365,671 | 9,602 | 0.13% | 0.11% | 53 | +70,760 | 23.99% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 353,801 | 9,290 | 0.14% | 0.12% | 54 | +134,299 | 61.18% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 345,851 | 9,064 | 0.33% | 0.33% | 55 | +21,127 | 6.51% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 339,891 | 8,925 | 2.34% | 1.77% | 56 | +42,255 | 14.2% | Q1 2026 | May 11, 2026 |
| Compton Financial Group, LLC | History | Added to | 335,482 | 8,809 | 1.95% | 0.07% | 57 | +323,578 | 2718.23% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 289,676 | 7,682 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 287,416 | 7,547 | 0.14% | 0.14% | 59 | +11,123 | 4.03% | Q1 2026 | Apr 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 284,934 | 7,482 | 1.04% | 2.14% | 60 | -13,495 | -4.52% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 283,729 | 7,451 | 0.02% | 0.01% | 61 | +127,804 | 81.97% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 282,886 | 7,428 | 0.0% | 0.0% | 62 | +158,412 | 127.27% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 275,570 | 7,236 | 1.44% | 1.21% | 63 | +61,237 | 28.57% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 266,799 | 7,006 | 0.27% | 0.16% | 64 | +212,471 | 391.09% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 266,344 | 6,994 | 2.49% | 2.44% | 65 | +13,835 | 5.48% | Q1 2026 | Apr 16, 2026 |
| Clarity Asset Management, Inc. | History | New | 264,049 | 6,933 | 3.51% | — | 66 | +264,049 | New | Q1 2026 | May 04, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 261,907 | 6,877 | 4.65% | 4.72% | 67 | +9,691 | 3.84% | Q1 2026 | May 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 261,568 | 6,868 | 0.7% | 0.55% | 68 | +71,139 | 37.36% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 258,003 | 6,775 | 0.11% | 0.01% | 69 | +223,098 | 639.16% | Q1 2026 | May 13, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 255,864 | 6,718 | 6.37% | 5.2% | 70 | +56,521 | 28.35% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 249,738 | 6,558 | 0.99% | 0.97% | 71 | +4,376 | 1.78% | Q1 2026 | Apr 27, 2026 |
| Sunpointe, LLC | History | Added to | 224,099 | 5,884 | 1.93% | 1.77% | 72 | +23,272 | 11.59% | Q1 2026 | Apr 21, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 222,951 | 5,854 | 2.95% | 2.98% | 73 | +2,158 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 219,419 | 5,761 | 0.01% | 0.01% | 74 | +11,076 | 5.32% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 216,438 | 5,683 | 0.0% | 0.0% | 75 | +180,236 | 497.86% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 215,320 | 5,654 | 0.09% | 0.07% | 76 | +67,099 | 45.27% | Q1 2026 | Apr 22, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 193,633 | 5,084 | 5.39% | 5.29% | 77 | +5,402 | 2.87% | Q1 2026 | Apr 10, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 191,859 | 5,038 | 4.07% | 3.91% | 78 | +14,534 | 8.2% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 188,727 | 4,955 | 0.05% | 0.11% | 79 | -166,239 | -46.83% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 185,119 | 4,861 | 0.06% | 0.05% | 80 | +17,715 | 10.58% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Services, LLC | History | Added to | 176,721 | 4,640 | 3.12% | 3.15% | 81 | +2,056 | 1.18% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 176,099 | 4,624 | 0.09% | 0.1% | 82 | -7,384 | -4.02% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 164,400 | 4,317 | 0.05% | 0.04% | 83 | +14,391 | 9.59% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 162,283 | 4,302 | 0.03% | 0.03% | 84 | +18,955 | 13.22% | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 158,371 | 4,199 | 2.88% | 2.88% | 85 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 147,692 | 3,871 | 0.0% | 0.0% | 86 | +1,581 | 1.08% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 147,259 | 3,867 | 1.11% | 1.01% | 87 | +13,981 | 10.49% | Q1 2026 | May 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 146,277 | 3,841 | 0.15% | 0.18% | 88 | -12,454 | -7.85% | Q1 2026 | Apr 29, 2026 |
| COFG Advisors, LLC | History | Added to | 146,211 | 3,839 | 0.95% | 0.76% | 89 | +30,497 | 26.36% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 144,073 | 3,783 | 0.08% | 0.07% | 90 | +7,119 | 5.2% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 137,878 | 3,620 | 0.11% | 0.12% | 91 | +2,679 | 1.98% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 136,146 | 3,599 | 0.22% | 0.22% | 92 | +6,332 | 4.88% | Q1 2026 | Apr 20, 2026 |
| InTrack Investment Management Inc | History | Added to | 136,634 | 3,588 | 2.04% | 1.66% | 93 | +24,897 | 22.28% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 135,369 | 3,554 | 0.13% | 0.15% | 94 | +14,005 | 11.54% | Q1 2026 | May 19, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 129,808 | 3,408 | 0.03% | 0.03% | 95 | +25,453 | 24.39% | Q1 2026 | May 15, 2026 |
| Saxony Capital Management, LLC | History | Added to | 129,063 | 3,389 | 1.97% | 1.97% | 96 | +7,761 | 6.4% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 128,213 | 3,366 | 0.06% | 0.04% | 97 | +49,605 | 63.1% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 125,976 | 3,308 | 0.17% | 0.16% | 98 | +18,229 | 16.92% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 124,632 | 3,272 | 0.14% | — | 99 | +124,632 | New | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 123,931 | 3,254 | 1.9% | 0.38% | 100 | +99,492 | 407.1% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 118,164 | 3,102 | 0.02% | 0.01% | 101 | -12,825 | -9.79% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 111,880 | 2,937 | 0.0% | 0.0% | 102 | -9,135 | -7.55% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 106,724 | 2,802 | 0.06% | 0.06% | 103 | +106 | 0.1% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Reduced | 103,133 | 2,708 | 0.06% | 0.06% | 104 | -15,709 | -13.22% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 100,430 | 2,637 | 0.15% | 0.15% | 105 | +2,895 | 2.97% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 100,192 | 2,631 | 0.32% | 0.31% | 106 | +4,945 | 5.19% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 99,393 | 2,610 | 0.04% | 0.04% | 107 | +16,854 | 20.42% | Q1 2026 | Apr 27, 2026 |
| Merited Wealth, LLC | History | Reduced | 99,030 | 2,600 | 2.16% | 2.48% | 108 | -1,681 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 98,832 | 2,595 | 0.09% | 0.09% | 109 | -126 | -0.13% | Q1 2026 | May 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 98,401 | 2,584 | 2.04% | 1.8% | 110 | +16,138 | 19.62% | Q1 2026 | Apr 24, 2026 |
| LongView Wealth Management | History | Added to | 96,002 | 2,542 | 0.64% | 0.59% | 111 | +3,279 | 3.54% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 92,440 | 2,427 | 0.05% | 0.05% | 112 | +6,623 | 7.72% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 91,110 | 2,392 | 0.95% | 0.98% | 113 | +495 | 0.55% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 90,763 | 2,383 | 0.87% | 0.87% | 114 | +4,860 | 5.66% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 90,357 | 2,372 | 0.87% | 0.25% | 115 | +63,983 | 242.6% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 90,311 | 2,371 | 0.0% | 0.0% | 116 | +23,527 | 35.23% | Q1 2026 | May 06, 2026 |
| KPP Advisory Services LLC | History | Added to | 89,277 | 2,344 | 0.34% | 0.33% | 117 | +2,648 | 3.06% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 89,185 | 2,341 | 1.16% | 0.53% | 118 | +17,503 | 24.42% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,346 | 2,320 | 0.04% | 0.02% | 119 | +42,874 | 94.29% | Q1 2026 | Apr 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 87,801 | 2,306 | 0.0% | 0.0% | 120 | +57,607 | 190.79% | Q1 2026 | May 13, 2026 |
| Saiph Capital, LLC | History | Reduced | 87,706 | 2,303 | 0.87% | 0.85% | 121 | -1,633 | -1.83% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 84,425 | 2,217 | 0.07% | 0.07% | 122 | +6,436 | 8.25% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 82,220 | 2,159 | 0.03% | 0.01% | 123 | +70,642 | 610.14% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 80,713 | 2,119 | 0.31% | 0.23% | 124 | +16,417 | 25.53% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 74,989 | 1,969 | 0.05% | 0.04% | 125 | +10,640 | 16.53% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 71,763 | 1,884 | 0.02% | 0.01% | 126 | +12,935 | 21.99% | Q1 2026 | May 13, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 70,914 | 1,862 | 0.48% | 0.5% | 127 | +2,022 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 69,905 | 1,835 | 0.3% | 0.28% | 128 | +9,088 | 14.94% | Q1 2026 | Apr 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 69,373 | 1,821 | 0.5% | 0.5% | 129 | +1,825 | 2.7% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | Added to | 68,945 | 1,810 | 0.59% | 0.63% | 130 | +2,150 | 3.22% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 65,937 | 1,731 | 0.03% | — | 131 | +65,937 | New | Q1 2026 | May 01, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 63,738 | 1,673 | 0.25% | 0.32% | 132 | -15,386 | -19.45% | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 63,278 | 1,661 | 0.06% | 0.07% | 133 | +845 | 1.35% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 59,209 | 1,554 | 0.02% | 0.02% | 134 | +12,849 | 27.72% | Q1 2026 | Apr 20, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 56,185 | 1,469 | 1.17% | 1.02% | 135 | +10,243 | 22.3% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 53,049 | 1,393 | 0.14% | 0.13% | 136 | +8,760 | 19.78% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 53,049 | 1,393 | 0.21% | 0.18% | 137 | +8,760 | 19.78% | Q1 2026 | May 11, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 52,761 | 1,385 | 0.63% | — | 138 | +52,761 | New | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 52,424 | 1,376 | 0.19% | 0.28% | 139 | -4,452 | -7.83% | Q1 2026 | Apr 20, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 52,219 | 1,371 | 0.51% | 0.41% | 140 | +9,499 | 22.24% | Q1 2026 | May 13, 2026 |
| Accretive Wealth Partners, LLC | History | New | 51,827 | 1,360 | 0.38% | — | 141 | +51,827 | New | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 50,146 | 1,316 | 0.08% | 0.06% | 142 | +17,365 | 52.97% | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Added to | 50,006 | 1,308 | 0.66% | 0.73% | 143 | +944 | 1.92% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | Added to | 49,676 | 1,304 | 0.31% | 0.31% | 144 | +2,005 | 4.21% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 45,582 | 1,196 | 0.39% | 0.33% | 145 | +6,497 | 16.62% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 45,360 | 1,191 | 0.05% | 0.03% | 146 | +14,879 | 48.81% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 41,642 | 1,093 | 0.09% | 0.07% | 147 | +6,385 | 18.11% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,343 | 1,085 | 0.05% | 0.05% | 148 | +6,791 | 19.65% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 40,430 | 1,061 | 0.01% | — | 149 | +40,430 | New | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | Added to | 36,972 | 970 | 0.54% | 0.41% | 150 | +8,421 | 29.49% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 36,174 | 949 | 0.01% | 0.01% | 151 | +324 | 0.9% | Q1 2026 | May 08, 2026 |
| Capital Management Associates, Inc | History | Added to | 35,892 | 942 | 0.21% | 0.19% | 152 | +3,337 | 10.25% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,270 | 926 | 0.01% | 0.01% | 153 | -143 | -0.4% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,109 | 921 | 0.0% | 0.0% | 154 | +31,431 | 854.57% | Q1 2026 | May 01, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 34,879 | 915 | 0.72% | — | 155 | +34,879 | New | Q1 2026 | Apr 09, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 33,560 | 881 | 0.26% | 0.26% | 156 | +1,512 | 4.72% | Q1 2026 | Apr 21, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 30,428 | 799 | 0.77% | 0.72% | 157 | +2,901 | 10.54% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 30,023 | 788 | 0.05% | 0.03% | 158 | +16,722 | 125.72% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 29,970 | 787 | 0.17% | 0.17% | 159 | +26 | 0.09% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 28,989 | 768 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 28,834 | 757 | 0.04% | 0.04% | 161 | -241 | -0.83% | Q1 2026 | May 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 27,283 | 716 | 0.16% | 0.16% | 162 | +574 | 2.15% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 27,037 | 710 | 0.02% | 0.05% | 163 | -25,457 | -48.5% | Q1 2026 | May 15, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 26,915 | 706 | 0.44% | 0.33% | 164 | +7,120 | 35.97% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 26,756 | 702 | 0.03% | 0.03% | 165 | +3,139 | 13.29% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 26,429 | 694 | 0.02% | 0.02% | 166 | +366 | 1.4% | Q1 2026 | May 04, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 26,281 | 690 | 0.35% | 0.14% | 167 | +16,474 | 167.98% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 26,233 | 688 | 0.05% | 0.04% | 168 | +5,834 | 28.6% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 25,118 | 659 | 0.04% | 0.03% | 169 | -725 | -2.81% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 24,955 | 655 | 0.04% | 0.03% | 170 | +5,752 | 29.95% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 24,665 | 647 | 0.02% | 0.02% | 171 | +104 | 0.42% | Q1 2026 | May 06, 2026 |
| Evergreen Wealth Partners LLC | History | New | 23,574 | 619 | 0.47% | — | 172 | +23,574 | New | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 23,316 | 612 | 0.02% | 0.02% | 173 | +3,171 | 15.74% | Q1 2026 | Apr 27, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 23,073 | 605 | 0.52% | 0.51% | 174 | +1,180 | 5.39% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 23,032 | 604 | 0.01% | 0.01% | 175 | +7,790 | 51.11% | Q1 2026 | Apr 10, 2026 |
| Clearwave Capital, LLC | History | Added to | 22,775 | 598 | 0.41% | 0.44% | 176 | +132 | 0.58% | Q1 2026 | Apr 29, 2026 |
| Financial Perspectives, Inc | History | Added to | 21,944 | 576 | 0.16% | 0.15% | 177 | +892 | 4.24% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 21,800 | 572 | 0.0% | — | 178 | +21,800 | New | Q1 2026 | May 14, 2026 |
| Freestate Advisors LLC | History | Added to | 20,373 | 535 | 0.43% | 0.44% | 179 | +91 | 0.45% | Q1 2026 | Apr 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 19,985 | 524 | 0.01% | 0.01% | 180 | +3,421 | 20.65% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,767 | 492 | 0.01% | 0.0% | 181 | +9,056 | 93.26% | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Added to | 18,608 | 488 | 0.25% | 0.16% | 182 | +6,953 | 59.66% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | New | 17,560 | 461 | 0.0% | — | 183 | +17,560 | New | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | Added to | 16,651 | 437 | 0.07% | 0.06% | 184 | +2,921 | 21.27% | Q1 2026 | May 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,518 | 433 | 0.0% | 0.0% | 185 | -1,499 | -8.32% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 16,259 | 426 | 0.14% | 0.28% | 186 | -14,765 | -47.59% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,929 | 418 | 0.01% | 0.01% | 188 | +3,038 | 23.57% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 15,955 | 418 | 0.04% | 0.03% | 187 | +3,009 | 23.24% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,436 | 405 | 0.01% | 0.01% | 189 | +6,000 | 63.59% | Q1 2026 | May 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 15,404 | 404 | 0.27% | 0.2% | 190 | +4,000 | 35.08% | Q1 2026 | Apr 22, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 14,580 | 384 | 0.05% | 0.03% | 191 | +5,450 | 59.69% | Q1 2026 | Apr 27, 2026 |
| Summit Global Investments | History | Added to | 14,133 | 371 | 0.02% | 0.02% | 192 | +565 | 4.16% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 14,044 | 368 | 0.01% | 0.01% | 193 | +4,695 | 50.22% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | New | 13,873 | 364 | 0.25% | — | 194 | +13,873 | New | Q1 2026 | Apr 17, 2026 |
| WARNER FINANCIAL, INC | History | New | 13,415 | 352 | 0.12% | — | 195 | +13,415 | New | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,373 | 351 | 0.03% | 0.03% | 196 | +3,292 | 32.66% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 13,220 | 350 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VICUS CAPITAL | History | Added to | 13,083 | 343 | 0.03% | 0.02% | 198 | +5,215 | 66.28% | Q1 2026 | Apr 22, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 12,803 | 336 | 0.19% | 0.4% | 199 | -19,336 | -60.16% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12,773 | 335 | 0.02% | 0.02% | 200 | -33 | -0.26% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,726 | 334 | 0.0% | 0.0% | 201 | +481 | 3.93% | Q1 2026 | Apr 23, 2026 |
| Trilogy Capital Inc. | History | Added to | 12,662 | 332 | 0.01% | 0.01% | 202 | +2 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,776 | 309 | 0.01% | 0.01% | 203 | +81 | 0.69% | Q1 2026 | May 14, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 11,147 | 292 | 0.05% | 0.04% | 204 | +1,692 | 17.9% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 11,043 | 289 | 0.0% | 0.0% | 205 | +1,468 | 15.33% | Q1 2026 | Apr 16, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 10,895 | 286 | 0.09% | 0.1% | 206 | +99 | 0.92% | Q1 2026 | Apr 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 10,858 | 285 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Atria Investments, Inc | History | New | 10,771 | 282 | 0.0% | — | 208 | +10,771 | New | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 10,623 | 278 | 0.0% | — | 209 | +10,623 | New | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,556 | 277 | 0.01% | 0.01% | 210 | -30 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,321 | 271 | 0.0% | 0.0% | 211 | -66,914 | -86.64% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 10,188 | 267 | 0.04% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vantus Wealth LLC | History | No change | 10,081 | 267 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,998 | 262 | 0.01% | — | 214 | +9,998 | New | Q1 2026 | Apr 14, 2026 |
| Orca Wealth Management, LLC | History | No change | 9,766 | 256 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| K2 Financial Inc. | History | New | 9,439 | 249 | 0.18% | — | 216 | +9,439 | New | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,332 | 245 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 8,959 | 235 | 0.02% | 0.02% | 218 | -171 | -1.87% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | New | 8,878 | 233 | 0.03% | — | 219 | +8,878 | New | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,568 | 225 | 0.02% | — | 220 | +8,568 | New | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,433 | 221 | 0.0% | 0.0% | 221 | -9,196 | -52.16% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,320 | 218 | 0.02% | — | 223 | +8,320 | New | Q1 2026 | Apr 23, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 8,307 | 218 | 0.03% | 0.03% | 222 | +176 | 2.16% | Q1 2026 | Apr 09, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 7,782 | 204 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 7,744 | 203 | 0.11% | 0.12% | 225 | +7 | 0.09% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,005 | 184 | 0.0% | 0.01% | 226 | -12,574 | -64.22% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,850 | 153 | 0.0% | 0.0% | 227 | -1,020 | -14.85% | Q1 2026 | May 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 5,603 | 147 | 0.02% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 5,622 | 147 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 5,580 | 146 | 0.0% | 0.0% | 230 | +746 | 15.43% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,300 | 139 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 4,169 | 109 | 0.04% | 0.03% | 232 | +1,119 | 36.69% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 3,560 | 93 | 0.0% | 0.0% | 233 | +920 | 34.85% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | New | 3,366 | 88 | 0.0% | — | 234 | +3,366 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 2,802 | 73 | 0.0% | — | 235 | +2,802 | New | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,760 | 72 | 0.06% | 0.0% | 236 | +15 | 0.55% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 2,375 | 62 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,000 | 52 | 0.0% | — | 239 | +2,000 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 52 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,636 | 42 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,419 | 37 | 0.02% | — | 241 | +1,419 | New | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | New | 1,316 | 34 | 0.0% | — | 242 | +1,316 | New | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,167 | 30 | 0.0% | 0.0% | 243 | +319 | 37.62% | Q1 2026 | Apr 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,016 | 26 | 0.01% | — | 244 | +1,016 | New | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 976 | 25 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CrossGen Wealth, LLC | History | New | 829 | 21 | 0.02% | — | 246 | +829 | New | Q1 2026 | Apr 22, 2026 |
| YANKCOM Partnership | History | New | 602 | 15 | 0.01% | — | 248 | +602 | New | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 580 | 15 | 0.0% | — | 247 | +580 | New | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | No change | 500 | 13 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 440 | 11 | 0.01% | — | 250 | +440 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 368 | 9 | 0.0% | 0.0% | 251 | +3 | 0.82% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 287 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 126 | 3 | 0.0% | — | 253 | +126 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 79 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.8% | — | -82,263 | -100.0% | Q1 2026 | May 20, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,124 | -100.0% | Q1 2026 | May 12, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.14% | — | -55,614 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -53,036 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,276 | -100.0% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -13,249 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,234 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Asempa Wealth Advisors | History | Closed out | 0 | 0 | — | 0.17% | — | -7,601 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -7,595 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,063 | -100.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -407 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 07, 2026 |