Capital Group Dividend Growers ETF - CGDG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 18,119,994 | 679,680 | 0.14% | 0.15% | 1 | +844,098 | 4.89% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 12,877,932 | 483,051 | 0.11% | 0.11% | 2 | +1,488,564 | 13.07% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,307,351 | 461,648 | 0.11% | 0.1% | 3 | +1,546,549 | 14.37% | Q2 2026 | Aug 03, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,193,883 | 232,332 | 3.28% | 3.59% | 4 | +256,365 | 4.32% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,843,795 | 219,200 | 0.04% | 0.03% | 5 | +1,429,574 | 32.39% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,138,553 | 192,747 | 0.05% | 0.06% | 6 | +39,152 | 0.77% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,206,692 | 157,792 | 0.14% | 0.15% | 7 | +336,243 | 8.69% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,945,234 | 147,985 | 0.01% | 0.01% | 8 | -101,983 | -2.52% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 3,252,599 | 122,007 | 3.49% | 2.86% | 9 | +1,195,707 | 58.13% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,780,635 | 104,301 | 0.02% | 0.02% | 10 | +182,957 | 7.04% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,569,037 | 96,364 | 0.12% | 0.12% | 11 | +237,041 | 10.16% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,149,433 | 80,625 | 0.86% | 0.89% | 12 | +70,089 | 3.37% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,008,472 | 75,337 | 0.15% | 0.15% | 13 | +462,869 | 29.95% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,904,509 | 71,438 | 0.03% | 0.03% | 14 | +353,435 | 22.79% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,652,462 | 61,984 | 0.14% | 0.15% | 15 | +65,240 | 4.11% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,519,511 | 56,996 | 0.05% | 0.04% | 16 | +331,320 | 27.88% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,451,076 | 54,436 | 0.06% | 0.06% | 17 | +248,702 | 20.68% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,247,482 | 46,793 | 0.01% | 0.01% | 18 | +117,471 | 10.4% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,193,341 | 44,761 | 0.41% | 0.33% | 19 | +269,024 | 29.11% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 949,585 | 35,620 | 0.03% | 0.03% | 20 | +159,511 | 20.19% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 908,136 | 34,064 | 0.07% | 0.07% | 21 | +154,303 | 20.47% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 807,269 | 30,280 | 0.02% | 0.02% | 22 | +7,981 | 1.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 785,299 | 29,526 | 0.12% | 0.11% | 23 | +142,814 | 22.23% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 760,192 | 28,514 | 5.39% | 5.47% | 24 | +84,027 | 12.43% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 682,462 | 25,599 | 0.96% | 1.24% | 25 | +21,530 | 3.26% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 677,053 | 25,396 | 0.04% | 0.05% | 26 | +51,273 | 8.19% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 668,071 | 25,059 | 0.11% | 0.14% | 27 | -158,421 | -19.17% | Q2 2026 | Jul 27, 2026 |
| Compton Financial Group, LLC | History | Added to | 642,179 | 24,088 | 4.64% | 2.37% | 28 | +342,856 | 114.54% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 571,601 | 21,440 | 0.2% | 0.22% | 29 | +22,974 | 4.19% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 437,428 | 16,430 | 1.48% | 1.64% | 30 | +13,362 | 3.15% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 427,680 | 16,042 | 0.05% | 0.04% | 31 | +110,318 | 34.76% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 402,980 | 15,115 | 0.02% | 0.02% | 32 | +57,063 | 16.5% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 397,851 | 15,074 | 0.49% | 0.51% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 400,573 | 15,025 | 0.04% | 0.04% | 34 | +70,013 | 21.18% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 364,737 | 13,790 | 0.02% | 0.03% | 35 | +16,082 | 4.61% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 366,288 | 13,739 | 0.09% | 0.08% | 36 | +74,775 | 25.65% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 357,254 | 13,400 | 0.18% | 0.2% | 37 | -6,942 | -1.91% | Q2 2026 | Aug 12, 2026 |
| RM Financial Services, LLC | History | Added to | 319,974 | 12,002 | 8.92% | 9.52% | 38 | +12,334 | 4.01% | Q2 2026 | Aug 04, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 316,839 | 12,001 | 10.13% | 11.31% | 39 | +19,670 | 6.62% | Q2 2026 | Jul 17, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 282,222 | 11,006 | 2.89% | 3.13% | 40 | -3,905 | -1.36% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 273,856 | 10,272 | 0.0% | — | 41 | +273,856 | New | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 269,282 | 10,100 | 0.08% | 0.08% | 42 | -6,771 | -2.45% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 262,721 | 9,854 | 0.1% | 0.1% | 43 | +18,141 | 7.42% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 248,434 | 9,318 | 0.01% | 0.01% | 44 | +16,352 | 7.05% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 229,567 | 8,611 | 0.07% | 0.09% | 45 | +4,523 | 2.01% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 227,691 | 8,540 | 0.1% | 0.11% | 46 | +40,334 | 21.53% | Q2 2026 | Jul 22, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 220,758 | 8,280 | 5.22% | 4.47% | 47 | -1,641 | -0.74% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 218,709 | 8,203 | 0.04% | 0.04% | 48 | +31,673 | 16.93% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 218,224 | 8,185 | 0.05% | 0.01% | 49 | +210,201 | 2619.98% | Q2 2026 | Aug 10, 2026 |
| Entruity Wealth, LLC | History | Reduced | 211,729 | 7,941 | 5.14% | 5.28% | 50 | -5,108 | -2.36% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 202,650 | 7,601 | 0.25% | 0.29% | 51 | -7,976 | -3.79% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 193,720 | 7,266 | 0.04% | 0.05% | 52 | -8,270 | -4.09% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 190,204 | 7,134 | 0.95% | 1.16% | 53 | +11,304 | 6.32% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 187,592 | 7,036 | 0.07% | 0.07% | 54 | +11,514 | 6.54% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 186,756 | 7,005 | 0.01% | 0.01% | 55 | +40,153 | 27.39% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 182,567 | 6,848 | 0.41% | 0.38% | 56 | -87,507 | -32.4% | Q2 2026 | Aug 04, 2026 |
| NavPoint Financial, Inc. | History | Added to | 182,533 | 6,846 | 2.54% | 2.34% | 57 | +21,164 | 13.12% | Q2 2026 | Jul 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 189,803 | 6,813 | 0.17% | 0.17% | 58 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 175,686 | 6,589 | 1.81% | 1.85% | 59 | +13,999 | 8.66% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 155,024 | 5,814 | 0.03% | 0.03% | 60 | +10,095 | 6.97% | Q2 2026 | Aug 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 151,250 | 5,673 | 0.34% | 0.32% | 61 | +28,948 | 23.67% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 148,943 | 5,586 | 0.07% | 0.1% | 62 | -57,514 | -27.86% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 146,704 | 5,502 | 0.07% | 0.07% | 63 | +11,704 | 8.67% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 144,797 | 5,431 | 0.11% | 0.13% | 64 | +54,063 | 59.58% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 144,349 | 5,414 | 0.28% | 0.31% | 65 | -3,951 | -2.66% | Q2 2026 | Jul 31, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 143,983 | 5,400 | 2.05% | 2.25% | 66 | +957 | 0.67% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 143,225 | 5,372 | 0.03% | 0.03% | 67 | -27,797 | -16.25% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 142,014 | 5,326 | 0.0% | 0.01% | 68 | -1,096,826 | -88.54% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 140,548 | 5,271 | 0.03% | 0.03% | 69 | +1,141 | 0.82% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 139,763 | 5,243 | 0.2% | 0.23% | 70 | +7,008 | 5.28% | Q2 2026 | Aug 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 139,637 | 5,237 | 1.27% | 1.38% | 71 | +477 | 0.34% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 130,093 | 4,879 | 0.01% | 0.0% | 72 | +19,986 | 18.15% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 125,237 | 4,697 | 0.06% | 0.05% | 73 | +43,612 | 53.43% | Q2 2026 | Aug 05, 2026 |
| LongView Wealth Management | History | Added to | 120,849 | 4,533 | 1.16% | 1.1% | 74 | +3,894 | 3.33% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 119,705 | 4,490 | 0.29% | 0.32% | 75 | -1,853 | -1.52% | Q2 2026 | Aug 07, 2026 |
| Shira Ridge Wealth Management | History | Added to | 119,166 | 4,469 | 1.56% | 1.59% | 76 | +7,143 | 6.38% | Q2 2026 | Jul 09, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 118,932 | 4,461 | 2.44% | 2.83% | 77 | -3,723 | -3.04% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 112,322 | 4,213 | 0.21% | 0.17% | 78 | +26,801 | 31.34% | Q2 2026 | Jul 31, 2026 |
| Venture Visionary Partners LLC | History | Added to | 111,926 | 4,198 | 0.12% | 0.1% | 79 | +30,236 | 37.01% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 110,951 | 4,161 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 110,868 | 4,158 | 0.02% | 0.02% | 81 | +8,470 | 8.27% | Q2 2026 | Jul 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 105,246 | 3,947 | 0.04% | 0.05% | 82 | -897 | -0.85% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 94,017 | 3,526 | 0.3% | 0.41% | 83 | +664 | 0.71% | Q2 2026 | Jul 09, 2026 |
| Elequin Capital, LP | History | New | 93,703 | 3,514 | 0.1% | — | 84 | +93,703 | New | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 93,490 | 3,507 | 0.01% | 0.01% | 85 | +18,000 | 23.84% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 93,455 | 3,505 | 0.06% | 0.06% | 86 | +6,335 | 7.27% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Reduced | 94,700 | 3,400 | 0.06% | 0.06% | 87 | -598 | -0.63% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 90,279 | 3,386 | 0.01% | 0.01% | 88 | +3,788 | 4.38% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 89,482 | 3,356 | 0.12% | 0.12% | 89 | +6,712 | 8.11% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 89,468 | 3,355 | 0.0% | 0.0% | 90 | +2,546 | 2.93% | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 86,138 | 3,231 | 1.0% | 1.45% | 91 | -21,949 | -20.31% | Q2 2026 | Jul 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 84,585 | 3,205 | 0.78% | 0.85% | 92 | +2,796 | 3.42% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 82,803 | 3,106 | 0.02% | 0.02% | 93 | +23,529 | 39.7% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 82,134 | 3,080 | 0.0% | 0.0% | 94 | +20,364 | 32.97% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 81,665 | 3,063 | 0.06% | 0.03% | 95 | +36,690 | 81.58% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 77,152 | 2,967 | 0.22% | 0.18% | 96 | +14,411 | 22.97% | Q2 2026 | Jul 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 77,344 | 2,901 | 1.17% | 1.21% | 97 | +2,298 | 3.06% | Q2 2026 | Jul 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 68,073 | 2,553 | 0.26% | 0.27% | 98 | -66,075 | -49.26% | Q2 2026 | Jul 16, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 67,781 | 2,542 | 0.5% | 0.55% | 99 | +1,636 | 2.47% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 65,063 | 2,440 | 0.04% | 0.04% | 100 | +7,726 | 13.47% | Q2 2026 | Aug 03, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 64,157 | 2,406 | 0.84% | 0.86% | 101 | +2,949 | 4.82% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 63,663 | 2,388 | 0.95% | 0.88% | 102 | +10,025 | 18.69% | Q2 2026 | Jul 27, 2026 |
| MFA Wealth Services | History | Reduced | 63,408 | 2,378 | 1.42% | 1.56% | 103 | -2,245 | -3.42% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 62,823 | 2,356 | 0.04% | — | 104 | +62,823 | New | Q2 2026 | Aug 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 61,514 | 2,307 | 0.03% | 0.03% | 105 | +3,417 | 5.88% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 59,620 | 2,236 | 0.01% | 0.01% | 106 | +15,304 | 34.53% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,395 | 2,152 | 0.0% | 0.0% | 107 | -393,923 | -87.28% | Q2 2026 | Sep 02, 2026 |
| Nautilus Advisors LLC | History | Added to | 55,830 | 2,110 | 1.24% | 1.37% | 108 | +261 | 0.47% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | Added to | 55,718 | 2,102 | 0.05% | 0.04% | 109 | +14,955 | 36.69% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 55,303 | 2,074 | 0.07% | 0.07% | 110 | +222 | 0.4% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 53,752 | 2,016 | 0.04% | 0.04% | 111 | +4,287 | 8.67% | Q2 2026 | Aug 06, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 52,919 | 1,984 | 0.44% | 0.49% | 112 | -112 | -0.21% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 52,099 | 1,954 | 0.1% | 0.12% | 113 | +395 | 0.76% | Q2 2026 | Jul 27, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 51,848 | 1,944 | 0.16% | 0.2% | 114 | -3,010 | -5.49% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 51,452 | 1,929 | 0.21% | 0.29% | 115 | -3,268 | -5.97% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 50,560 | 1,896 | 0.1% | 0.08% | 116 | +4,483 | 9.73% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | Added to | 49,825 | 1,869 | 0.04% | 0.02% | 117 | +29,216 | 141.76% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 49,316 | 1,849 | 0.03% | 0.03% | 118 | +1,437 | 3.0% | Q2 2026 | Jul 15, 2026 |
| CLG LLC | History | Added to | 48,669 | 1,825 | 0.4% | 0.43% | 119 | +571 | 1.19% | Q2 2026 | Jul 16, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 46,706 | 1,824 | 0.1% | 0.05% | 120 | +28,620 | 158.24% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 48,147 | 1,805 | 0.0% | 0.0% | 121 | +32,734 | 212.38% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,324 | 1,700 | 0.01% | 0.01% | 122 | +23,473 | 107.42% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 44,239 | 1,659 | 0.03% | — | 123 | +44,239 | New | Q2 2026 | Jul 21, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 44,116 | 1,654 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Management, Inc. | History | Added to | 44,040 | 1,651 | 0.51% | 0.42% | 125 | +9,787 | 28.57% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,532 | 1,632 | 0.0% | 0.0% | 126 | +3,934 | 9.93% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 43,271 | 1,623 | 0.02% | 0.02% | 127 | +353 | 0.82% | Q2 2026 | Jul 15, 2026 |
| QTR Family Wealth, LLC | History | Added to | 42,866 | 1,607 | 0.56% | 0.61% | 128 | +3,364 | 8.52% | Q2 2026 | Jul 27, 2026 |
| Bare Financial Services, Inc | History | No change | 41,782 | 1,567 | 0.36% | 0.4% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 40,783 | 1,529 | 0.7% | 0.9% | 130 | -2,813 | -6.45% | Q2 2026 | Jul 08, 2026 |
| Aspire Growth Partners LLC | History | Added to | 39,349 | 1,475 | 0.86% | 0.79% | 131 | +7,323 | 22.87% | Q2 2026 | Jul 29, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Added to | 38,956 | 1,461 | 1.22% | 0.88% | 132 | +13,849 | 55.16% | Q2 2026 | Aug 04, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 37,313 | 1,399 | 0.64% | 0.57% | 133 | +6,476 | 21.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,107 | 1,391 | 0.02% | 0.02% | 134 | +2,839 | 8.28% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 36,993 | 1,388 | 0.04% | 0.04% | 135 | +6 | 0.02% | Q2 2026 | Jul 28, 2026 |
| R2 Capital Strategies, LLC | History | New | 36,592 | 1,372 | 0.62% | — | 136 | +36,592 | New | Q2 2026 | Jul 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 37,985 | 1,365 | 0.45% | 0.47% | 137 | +1,838 | 5.08% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 35,849 | 1,358 | 0.11% | 0.09% | 138 | +6,804 | 23.43% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 36,051 | 1,352 | 0.04% | 0.04% | 139 | -1,533 | -4.08% | Q2 2026 | Aug 07, 2026 |
| Merited Wealth, LLC | History | Reduced | 35,846 | 1,344 | 0.95% | 2.62% | 140 | -52,262 | -59.32% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 35,562 | 1,333 | 0.03% | 0.01% | 141 | +28,082 | 375.43% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 35,442 | 1,329 | 0.09% | 0.07% | 142 | +7,707 | 27.79% | Q2 2026 | Aug 05, 2026 |
| Lincoln Capital LLC | History | Added to | 34,501 | 1,294 | 0.23% | 0.15% | 143 | +12,055 | 53.71% | Q2 2026 | Jul 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 33,646 | 1,262 | 0.21% | 0.19% | 144 | +8,822 | 35.54% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,144 | 1,243 | 0.01% | 0.01% | 145 | +1,237 | 3.88% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 33,091 | 1,241 | 0.04% | 0.07% | 146 | -22 | -0.07% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,525 | 1,220 | 0.02% | 0.02% | 147 | +1,538 | 4.96% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,338 | 1,213 | 0.0% | 0.0% | 148 | +9,703 | 42.87% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 31,774 | 1,204 | 0.01% | 0.01% | 149 | -1 | -0.0% | Q2 2026 | Aug 12, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 31,256 | 1,172 | 0.51% | 0.53% | 150 | +258 | 0.83% | Q2 2026 | Jul 09, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 31,085 | 1,165 | 0.16% | 0.15% | 151 | +2,720 | 9.59% | Q2 2026 | Jul 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 29,761 | 1,116 | 0.03% | 0.03% | 152 | -317 | -1.05% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,326 | 1,111 | 0.0% | 0.0% | 153 | +4,706 | 19.11% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 29,535 | 1,107 | 0.0% | 0.0% | 154 | +14,949 | 102.49% | Q2 2026 | Aug 14, 2026 |
| Financial Council, LLC | History | Added to | 29,010 | 1,088 | 0.35% | 0.28% | 155 | +8,660 | 42.56% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 27,770 | 1,041 | 0.01% | 0.01% | 156 | +8,847 | 46.75% | Q2 2026 | Jul 28, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 27,365 | 1,026 | 0.59% | 0.5% | 157 | +6,461 | 30.91% | Q2 2026 | Jul 07, 2026 |
| Security Financial Services, INC. | History | Added to | 26,280 | 985 | 0.14% | 0.15% | 158 | +589 | 2.29% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 26,235 | 984 | 0.04% | 0.04% | 159 | +1,372 | 5.52% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 26,220 | 983 | 0.26% | 0.1% | 160 | +17,090 | 187.19% | Q2 2026 | Jul 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 25,523 | 957 | 0.07% | 0.07% | 161 | +2,439 | 10.57% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 24,583 | 922 | 0.02% | 0.01% | 162 | +10,279 | 71.86% | Q2 2026 | Jul 20, 2026 |
| GWN SECURITIES INC. | History | Added to | 24,390 | 914 | 0.15% | 0.15% | 163 | +2,001 | 8.94% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 24,044 | 910 | 0.02% | 0.02% | 164 | +7,661 | 46.76% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 23,615 | 885 | 0.12% | 0.11% | 165 | +4,325 | 22.42% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,350 | 838 | 0.02% | 0.02% | 166 | +354 | 1.61% | Q2 2026 | Jul 14, 2026 |
| Summit Global Investments | History | Added to | 22,081 | 828 | 0.05% | 0.04% | 167 | +4,629 | 26.52% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,145 | 793 | 0.0% | 0.0% | 168 | -1,250 | -5.58% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 20,396 | 779 | 0.01% | — | 170 | +20,396 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 20,396 | 779 | 0.01% | 0.01% | 169 | -27 | -0.13% | Q2 2026 | Jul 29, 2026 |
| Vantus Wealth LLC | History | New | 19,574 | 734 | 0.39% | — | 171 | +19,574 | New | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 19,177 | 719 | 0.0% | 0.0% | 172 | -17,512 | -47.73% | Q2 2026 | Aug 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 19,170 | 719 | 0.42% | 0.42% | 173 | +106 | 0.56% | Q2 2026 | Aug 03, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 18,818 | 708 | 0.08% | 0.06% | 174 | +5,428 | 40.54% | Q2 2026 | Jul 23, 2026 |
| January Capital Advisors LLC | History | Added to | 18,782 | 704 | 0.59% | 0.91% | 175 | +54 | 0.29% | Q2 2026 | Aug 25, 2026 |
| Savant Capital, LLC | History | New | 17,924 | 693 | 0.0% | — | 176 | +17,924 | New | Q2 2026 | Aug 10, 2026 |
| Junk Investment Group, LLC | History | Added to | 18,459 | 692 | 0.31% | 0.35% | 177 | +5 | 0.03% | Q2 2026 | Jul 29, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,385 | 689 | 0.17% | 0.22% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 18,170 | 681 | 0.01% | 0.01% | 179 | +55 | 0.3% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 18,142 | 680 | 0.02% | — | 180 | +18,142 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,125 | 679 | 0.05% | 0.06% | 181 | -552 | -2.96% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 18,007 | 675 | 0.01% | 0.01% | 182 | +1 | 0.01% | Q2 2026 | Aug 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 18,489 | 663 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,473 | 655 | 0.03% | 0.03% | 184 | +2,835 | 19.37% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,013 | 638 | 0.02% | 0.02% | 185 | -26 | -0.15% | Q2 2026 | Aug 11, 2026 |
| Signature Wealth Management Group | History | No change | 17,392 | 624 | 0.24% | 0.24% | 186 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 16,339 | 612 | 0.19% | 0.14% | 187 | +5,595 | 52.08% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,414 | 578 | 0.02% | 0.02% | 188 | -2,444 | -13.69% | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,110 | 566 | 0.01% | 0.02% | 189 | +525 | 3.6% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,996 | 559 | 0.03% | 0.04% | 190 | -165 | -1.09% | Q2 2026 | Jul 22, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 14,695 | 551 | 0.11% | 0.08% | 191 | +4,287 | 41.19% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 14,639 | 549 | 0.04% | 0.05% | 192 | -659 | -4.31% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,632 | 548 | 0.01% | 0.01% | 193 | +51 | 0.35% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,211 | 533 | 0.05% | 0.05% | 194 | -33 | -0.23% | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 13,915 | 521 | 0.18% | 0.22% | 195 | -1,636 | -10.52% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,882 | 520 | 0.03% | 0.04% | 196 | +994 | 7.71% | Q2 2026 | Jul 08, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 13,403 | 502 | 0.16% | 0.17% | 197 | +271 | 2.06% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,376 | 501 | 0.01% | 0.01% | 198 | +2,222 | 19.92% | Q2 2026 | Aug 07, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 13,285 | 498 | 0.51% | — | 199 | +13,285 | New | Q2 2026 | Jul 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 13,182 | 494 | 0.03% | 0.03% | 200 | +21 | 0.16% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 12,881 | 483 | 0.03% | — | 201 | +12,881 | New | Q2 2026 | Jul 23, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 12,848 | 481 | 0.42% | 0.45% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MSH Capital Advisors LLC | History | Added to | 12,043 | 451 | 0.08% | 0.08% | 203 | +1,736 | 16.84% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,921 | 447 | 0.02% | 0.02% | 204 | +1,004 | 9.2% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,829 | 443 | 0.01% | 0.01% | 205 | -481 | -3.91% | Q2 2026 | Jul 17, 2026 |
| VestGen Investment Management | History | Added to | 11,565 | 433 | 0.23% | 0.21% | 206 | +1,045 | 9.93% | Q2 2026 | Jul 31, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 11,497 | 431 | 0.04% | 0.04% | 207 | +350 | 3.14% | Q2 2026 | Jul 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 10,647 | 399 | 0.03% | 0.03% | 208 | -428 | -3.86% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 10,617 | 398 | 0.0% | 0.0% | 209 | +3,617 | 51.67% | Q2 2026 | Aug 10, 2026 |
| Saxony Capital Management, LLC | History | Added to | 10,432 | 391 | 0.18% | 0.21% | 210 | +175 | 1.71% | Q2 2026 | Jul 15, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 9,861 | 369 | 0.36% | — | 211 | +9,861 | New | Q2 2026 | Aug 10, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 9,815 | 368 | 0.09% | 0.13% | 212 | +13 | 0.13% | Q2 2026 | Jul 24, 2026 |
| Carson Advisory Inc. | History | Added to | 9,505 | 356 | 0.16% | 0.17% | 213 | +314 | 3.42% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | New | 9,428 | 353 | 0.06% | — | 214 | +9,428 | New | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | New | 9,408 | 352 | 0.01% | — | 215 | +9,408 | New | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | New | 9,157 | 343 | 0.04% | — | 217 | +9,157 | New | Q2 2026 | Jul 23, 2026 |
| Leo H. Evart, Inc. | History | Added to | 9,161 | 343 | 0.27% | 0.24% | 216 | +1,327 | 16.94% | Q2 2026 | Aug 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 9,100 | 341 | 0.11% | 0.11% | 218 | +900 | 10.98% | Q2 2026 | Jul 16, 2026 |
| Ascent Group, LLC | History | Added to | 9,044 | 339 | 0.01% | 0.01% | 219 | +680 | 8.13% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,980 | 337 | 0.01% | — | 220 | +8,980 | New | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,943 | 335 | 0.14% | 0.16% | 221 | +179 | 2.04% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 8,702 | 326 | 0.04% | 0.06% | 222 | -1,040 | -10.68% | Q2 2026 | Aug 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,073 | 302 | 0.07% | 0.08% | 223 | -269 | -3.22% | Q2 2026 | Jul 16, 2026 |
| Whelan Financial | History | No change | 8,000 | 300 | 0.08% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 7,601 | 285 | 0.09% | 0.09% | 225 | +1,517 | 24.93% | Q2 2026 | Jul 28, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 7,450 | 279 | 0.17% | 0.17% | 226 | +677 | 10.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | New | 7,391 | 277 | 0.02% | — | 227 | +7,391 | New | Q2 2026 | Jul 29, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 7,350 | 275 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | New | 7,294 | 273 | 0.0% | — | 229 | +7,294 | New | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,227 | 271 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,168 | 268 | 0.01% | 0.0% | 231 | +16 | 0.22% | Q2 2026 | Jul 09, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 7,000 | 262 | 0.17% | 0.19% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,723 | 252 | 0.01% | 0.01% | 233 | +3 | 0.04% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,631 | 248 | 0.0% | 0.05% | 234 | -83,240 | -92.62% | Q2 2026 | Aug 10, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,444 | 241 | 0.08% | — | 235 | +6,444 | New | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,433 | 240 | 0.01% | 0.01% | 236 | +262 | 4.25% | Q2 2026 | Jul 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 6,377 | 239 | 0.04% | — | 238 | +6,377 | New | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,373 | 239 | 0.0% | 0.0% | 237 | +606 | 10.51% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 6,229 | 233 | 0.1% | — | 240 | +6,229 | New | Q2 2026 | Jul 09, 2026 |
| XTX Topco Ltd | History | Reduced | 6,228 | 233 | 0.0% | 0.0% | 239 | -294 | -4.51% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | New | 6,170 | 231 | 0.01% | — | 241 | +6,170 | New | Q2 2026 | Jul 31, 2026 |
| Vigil Wealth Management, LLC | History | No change | 6,131 | 229 | 0.16% | 0.18% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCP Asset Management, LLC | History | No change | 6,026 | 226 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,977 | 224 | 0.04% | 0.04% | 244 | +5 | 0.08% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,915 | 221 | 0.01% | 0.01% | 245 | +269 | 4.76% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,885 | 220 | 0.0% | 0.0% | 246 | +12 | 0.2% | Q2 2026 | Jul 31, 2026 |
| Synergy Financial Group, LTD | History | No change | 5,885 | 220 | 0.16% | 0.16% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 5,884 | 220 | 0.15% | 0.18% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 5,854 | 219 | 0.13% | 0.14% | 249 | +242 | 4.31% | Q2 2026 | Jul 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 5,775 | 216 | 0.02% | — | 250 | +5,775 | New | Q2 2026 | Jul 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 5,523 | 207 | 0.07% | 0.09% | 251 | -1,297 | -19.02% | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 5,651 | 202 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,794 | 179 | 0.01% | 0.01% | 253 | +8 | 0.17% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 3,650 | 136 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3,324 | 124 | 0.07% | — | 255 | +3,324 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,258 | 122 | 0.01% | 0.0% | 256 | +2,205 | 209.4% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | New | 3,178 | 119 | 0.0% | — | 257 | +3,178 | New | Q2 2026 | Jul 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,166 | 118 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 3,131 | 117 | 0.09% | 0.09% | 259 | +54 | 1.75% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,638 | 98 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Co / SC | History | New | 2,542 | 96 | 0.01% | — | 262 | +2,542 | New | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,698 | 96 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,845 | 69 | 0.02% | 0.02% | 263 | -39 | -2.07% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 1,737 | 65 | 0.0% | 0.0% | 264 | +952 | 121.27% | Q2 2026 | Jul 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,400 | 52 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,342 | 50 | 0.0% | — | 266 | +1,342 | New | Q2 2026 | Aug 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,330 | 49 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Added to | 910 | 34 | 0.0% | 0.0% | 268 | +223 | 32.46% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 885 | 31 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 748 | 28 | 0.0% | 0.0% | 270 | +700 | 1458.33% | Q2 2026 | Jul 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 755 | 28 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StrongBox Wealth, LLC | History | New | 680 | 25 | 0.01% | — | 272 | +680 | New | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 450 | 16 | 0.0% | — | 273 | +450 | New | Q2 2026 | Jul 23, 2026 |
| JPL Wealth Management, LLC | History | New | 442 | 16 | 0.0% | — | 274 | +442 | New | Q2 2026 | Aug 13, 2026 |
| Founders Capital Management | History | No change | 400 | 15 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 384 | 14 | 0.0% | — | 276 | +384 | New | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 372 | 13 | 0.0% | 0.0% | 277 | +98 | 35.77% | Q2 2026 | Jul 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 257 | 9 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 262 | 9 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | New | 200 | 7 | 0.01% | — | 280 | +200 | New | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 137 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 125 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Perspectives, Inc | History | New | 59 | 2 | 0.0% | — | 284 | +59 | New | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 78 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | New | 30 | 1 | 0.0% | — | 285 | +30 | New | Q2 2026 | Jul 10, 2026 |
| Key FInancial Inc | History | New | 28 | 1 | 0.0% | — | 286 | +28 | New | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -338,371 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -116,581 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -61,948 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.71% | — | -47,951 | -100.0% | Q2 2026 | Jul 22, 2026 |
| WealthSpring Partners, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -22,902 | -100.0% | Q2 2026 | Aug 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -17,470 | -100.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,413 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.4% | — | -11,298 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,674 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,414 | -100.0% | Q2 2026 | Jul 31, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -484 | -100.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q2 2026 | Jul 02, 2026 |