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.
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 | No change | 18,119,994 | 679,680 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,877,932 | 483,051 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,307,351 | 461,648 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 6,193,883 | 232,332 | 3.28% | 3.28% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,843,795 | 219,200 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,138,553 | 192,747 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 4,206,692 | 157,792 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 3,945,234 | 147,985 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 3,252,599 | 122,007 | 3.49% | 3.49% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,780,635 | 104,301 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,527,896 | 93,607 | 0.12% | 0.12% | 11 | -41,141 | -1.6% | Q3 2026 | Nov 02, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,149,433 | 80,625 | 0.86% | 0.86% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,008,472 | 75,337 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,904,509 | 71,438 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,519,511 | 56,996 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,521,438 | 56,339 | 0.12% | 0.14% | 16 | -131,024 | -7.93% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,451,076 | 54,436 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,247,482 | 46,793 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,193,341 | 44,761 | 0.41% | 0.41% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 949,585 | 35,620 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 908,136 | 34,064 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 861,026 | 31,889 | 5.75% | 5.39% | 22 | +100,834 | 13.26% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 807,269 | 30,280 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 785,299 | 29,526 | 0.12% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 717,968 | 26,586 | 0.04% | 0.04% | 25 | +40,915 | 6.04% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 682,462 | 25,599 | 0.96% | 0.96% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 668,071 | 25,059 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compton Financial Group, LLC | History | No change | 642,179 | 24,088 | 4.64% | 4.64% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 571,601 | 21,440 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 497,137 | 18,408 | 0.05% | 0.05% | 30 | +69,457 | 16.24% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 493,210 | 18,263 | 0.02% | 0.02% | 31 | +90,230 | 22.39% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 483,375 | 18,005 | 0.03% | 0.02% | 32 | +118,638 | 32.53% | Q3 2026 | Oct 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 428,422 | 15,873 | 1.39% | 1.48% | 33 | -9,006 | -2.06% | Q3 2026 | Oct 16, 2026 |
| KWB Wealth | History | New | 417,000 | 15,441 | 1.32% | — | 34 | +417,000 | New | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 397,851 | 15,074 | 0.49% | 0.49% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 400,573 | 15,025 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 366,288 | 13,739 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 357,254 | 13,400 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 323,569 | 11,981 | 9.59% | 10.13% | 39 | +6,730 | 2.12% | Q3 2026 | Oct 23, 2026 |
| RM Financial Services, LLC | History | Added to | 321,430 | 11,902 | 8.98% | 8.92% | 40 | +1,456 | 0.46% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 313,934 | 11,624 | 0.11% | 0.1% | 41 | +51,213 | 19.49% | Q3 2026 | Oct 28, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 286,421 | 10,652 | 2.83% | 2.89% | 42 | +4,199 | 1.49% | Q3 2026 | Oct 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 273,856 | 10,272 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 269,282 | 10,100 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 255,692 | 9,468 | 0.07% | 0.07% | 45 | +26,125 | 11.38% | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 248,434 | 9,318 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 240,557 | 8,907 | 0.1% | 0.1% | 47 | +12,866 | 5.65% | Q3 2026 | Oct 23, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 220,758 | 8,280 | 5.22% | 5.22% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 218,709 | 8,203 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 218,224 | 8,185 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entruity Wealth, LLC | History | No change | 211,729 | 7,941 | 5.14% | 5.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 208,803 | 7,731 | 2.73% | 2.54% | 52 | +26,270 | 14.39% | Q3 2026 | Oct 21, 2026 |
| Advance Capital Management, Inc. | History | No change | 202,650 | 7,601 | 0.25% | 0.25% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 193,720 | 7,266 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 190,204 | 7,134 | 0.95% | 0.95% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 187,592 | 7,036 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 186,756 | 7,005 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 182,567 | 6,848 | 0.41% | 0.41% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hopwood Nicholas Hunter | History | No change | 175,686 | 6,589 | 1.81% | 1.81% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 155,024 | 5,814 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 155,623 | 5,762 | 1.93% | 2.05% | 61 | +11,640 | 8.08% | Q3 2026 | Nov 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 151,250 | 5,673 | 0.34% | 0.34% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 148,943 | 5,586 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 146,704 | 5,502 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 147,053 | 5,445 | 0.27% | 0.28% | 65 | +2,704 | 1.87% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 144,797 | 5,431 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143,225 | 5,372 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 142,014 | 5,326 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 141,647 | 5,245 | 0.03% | 0.03% | 69 | +1,099 | 0.78% | Q3 2026 | Oct 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 139,763 | 5,243 | 0.2% | 0.2% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 139,637 | 5,237 | 1.27% | 1.27% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 130,093 | 4,879 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 131,588 | 4,872 | 1.69% | 1.56% | 73 | +12,422 | 10.42% | Q3 2026 | Oct 08, 2026 |
| LongView Wealth Management | History | Added to | 129,840 | 4,807 | 1.16% | 1.16% | 74 | +8,991 | 7.44% | Q3 2026 | Oct 19, 2026 |
| Bleakley Financial Group, LLC | History | No change | 125,237 | 4,697 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNB Wealth Management, LLC | History | Added to | 126,564 | 4,686 | 2.58% | 2.44% | 76 | +7,632 | 6.42% | Q3 2026 | Oct 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 125,869 | 4,660 | 0.12% | 0.12% | 77 | +13,943 | 12.46% | Q3 2026 | Oct 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 123,942 | 4,589 | 0.02% | 0.02% | 78 | +13,074 | 11.79% | Q3 2026 | Oct 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 119,705 | 4,490 | 0.29% | 0.29% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 112,322 | 4,213 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 110,951 | 4,161 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 105,246 | 3,947 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 94,017 | 3,526 | 0.3% | 0.3% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elequin Capital, LP | History | No change | 93,703 | 3,514 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 93,490 | 3,507 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 93,455 | 3,505 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 94,700 | 3,400 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 90,279 | 3,386 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 89,482 | 3,356 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 89,468 | 3,355 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 84,585 | 3,205 | 0.78% | 0.78% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 84,015 | 3,111 | 0.02% | 0.02% | 92 | +1,212 | 1.46% | Q3 2026 | Oct 26, 2026 |
| Latitude Advisors, LLC | History | Added to | 83,826 | 3,104 | 0.96% | 0.95% | 93 | +20,163 | 31.67% | Q3 2026 | Oct 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 82,134 | 3,080 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 81,665 | 3,063 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 81,301 | 3,010 | 1.18% | 1.17% | 96 | +3,957 | 5.12% | Q3 2026 | Oct 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 74,799 | 2,883 | 0.2% | 0.22% | 97 | -2,353 | -3.05% | Q3 2026 | Oct 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 70,127 | 2,596 | 0.04% | 0.04% | 98 | +5,064 | 7.78% | Q3 2026 | Oct 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 68,343 | 2,530 | 0.49% | 0.5% | 99 | +562 | 0.83% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 64,933 | 2,495 | 0.03% | 0.02% | 100 | +21,662 | 50.06% | Q3 2026 | Nov 04, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 66,599 | 2,466 | 0.87% | 0.84% | 101 | +2,442 | 3.81% | Q3 2026 | Oct 23, 2026 |
| MFA Wealth Services | History | Added to | 66,472 | 2,461 | 1.46% | 1.42% | 102 | +3,064 | 4.83% | Q3 2026 | Oct 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 65,816 | 2,437 | 0.23% | 0.26% | 103 | -2,257 | -3.32% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 62,823 | 2,356 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 61,514 | 2,307 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 59,620 | 2,236 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 59,617 | 2,207 | 0.64% | 1.0% | 107 | -26,521 | -30.79% | Q3 2026 | Oct 26, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 58,851 | 2,179 | 0.11% | 0.1% | 108 | +6,752 | 12.96% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 57,395 | 2,152 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CLG LLC | History | Added to | 56,245 | 2,082 | 0.43% | 0.4% | 110 | +7,576 | 15.57% | Q3 2026 | Oct 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 55,303 | 2,074 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 55,744 | 2,064 | 0.17% | 0.16% | 112 | +3,896 | 7.51% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 55,152 | 2,042 | 0.22% | 0.21% | 113 | +3,700 | 7.19% | Q3 2026 | Oct 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 53,752 | 2,016 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nautilus Advisors LLC | History | Reduced | 54,230 | 2,008 | 1.21% | 1.24% | 115 | -1,600 | -2.87% | Q3 2026 | Oct 06, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 50,912 | 1,885 | 0.42% | 0.44% | 116 | -2,007 | -3.79% | Q3 2026 | Oct 16, 2026 |
| Capital Analysts, LLC | History | No change | 49,825 | 1,869 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 49,547 | 1,834 | 0.03% | 0.03% | 118 | +231 | 0.47% | Q3 2026 | Nov 03, 2026 |
| KINTRA WEALTH, LLC | History | No change | 46,706 | 1,824 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Reduced | 48,930 | 1,811 | 0.09% | 0.1% | 120 | -1,630 | -3.22% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 48,147 | 1,805 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICUS CAPITAL | History | Added to | 47,380 | 1,754 | 0.11% | 0.09% | 122 | +11,938 | 33.68% | Q3 2026 | Nov 05, 2026 |
| QTR Family Wealth, LLC | History | Added to | 47,289 | 1,751 | 0.65% | 0.56% | 123 | +4,423 | 10.32% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 47,187 | 1,747 | 0.04% | 0.04% | 124 | +10,194 | 27.56% | Q3 2026 | Oct 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 44,239 | 1,659 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Management, Inc. | History | No change | 44,040 | 1,651 | 0.51% | 0.51% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 44,294 | 1,640 | 0.37% | 0.36% | 127 | +2,512 | 6.01% | Q3 2026 | Nov 04, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 44,116 | 1,633 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 43,532 | 1,632 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 41,687 | 1,543 | 0.02% | 0.01% | 130 | +13,917 | 50.12% | Q3 2026 | Oct 15, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 40,542 | 1,501 | 0.46% | 0.7% | 131 | -241 | -0.59% | Q3 2026 | Oct 08, 2026 |
| BFC Planning, Inc. | History | No change | 40,030 | 1,501 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Aspire Growth Partners LLC | History | No change | 39,349 | 1,475 | 0.86% | 0.86% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 38,956 | 1,461 | 1.22% | 1.22% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lincoln Capital LLC | History | Added to | 38,438 | 1,424 | 0.25% | 0.23% | 135 | +3,937 | 11.41% | Q3 2026 | Oct 09, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 37,725 | 1,396 | 0.6% | 0.64% | 136 | +412 | 1.1% | Q3 2026 | Oct 22, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 37,985 | 1,365 | 0.45% | 0.45% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 35,849 | 1,358 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | Reduced | 36,587 | 1,354 | 0.57% | 0.62% | 139 | -5 | -0.01% | Q3 2026 | Oct 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 36,182 | 1,339 | 0.03% | 0.04% | 140 | +131 | 0.36% | Q3 2026 | Oct 29, 2026 |
| GTS SECURITIES LLC | History | No change | 35,562 | 1,333 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 34,843 | 1,290 | 0.55% | 0.51% | 142 | +3,587 | 11.48% | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 34,491 | 1,277 | 0.02% | 0.02% | 143 | +1,966 | 6.04% | Q3 2026 | Oct 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 34,469 | 1,276 | 0.16% | 0.16% | 144 | +3,384 | 10.89% | Q3 2026 | Oct 16, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 33,646 | 1,262 | 0.21% | 0.21% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 33,144 | 1,243 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,338 | 1,213 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 31,774 | 1,204 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Council, LLC | History | Added to | 31,172 | 1,154 | 0.36% | 0.35% | 149 | +2,162 | 7.45% | Q3 2026 | Nov 02, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 30,464 | 1,127 | 0.13% | 0.08% | 150 | +11,646 | 61.89% | Q3 2026 | Oct 26, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 30,315 | 1,122 | 0.3% | 0.26% | 151 | +4,095 | 15.62% | Q3 2026 | Oct 02, 2026 |
| Sigma Planning Corp | History | Reduced | 30,701 | 1,114 | 0.03% | 0.05% | 152 | -25,017 | -44.9% | Q3 2026 | Oct 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,326 | 1,111 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 29,535 | 1,107 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 29,054 | 1,075 | 0.03% | 0.04% | 155 | -4,037 | -12.2% | Q3 2026 | Oct 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 27,368 | 1,013 | 0.57% | 0.59% | 156 | +3 | 0.01% | Q3 2026 | Oct 08, 2026 |
| Security Financial Services, INC. | History | Added to | 27,173 | 1,006 | 0.13% | 0.14% | 157 | +893 | 3.4% | Q3 2026 | Oct 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 26,235 | 984 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Added to | 26,384 | 977 | 0.05% | 0.05% | 159 | +4,303 | 19.49% | Q3 2026 | Oct 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,123 | 967 | 0.03% | 0.03% | 160 | -3,638 | -12.22% | Q3 2026 | Oct 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 25,523 | 957 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,772 | 954 | 0.01% | 0.01% | 162 | -19,552 | -43.14% | Q3 2026 | Oct 08, 2026 |
| GWN SECURITIES INC. | History | No change | 24,390 | 914 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | New | 24,591 | 910 | 0.32% | — | 165 | +24,591 | New | Q3 2026 | Oct 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 24,044 | 910 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merited Wealth, LLC | History | Reduced | 24,399 | 903 | 0.63% | 0.95% | 166 | -11,447 | -31.93% | Q3 2026 | Oct 13, 2026 |
| Ascentis Independent Advisors | History | New | 24,263 | 898 | 0.05% | — | 167 | +24,263 | New | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,712 | 878 | 0.01% | 0.02% | 168 | -871 | -3.54% | Q3 2026 | Oct 16, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 23,565 | 872 | 0.11% | 0.12% | 169 | -50 | -0.21% | Q3 2026 | Nov 02, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 23,285 | 862 | 0.46% | 0.42% | 170 | +4,115 | 21.47% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 21,154 | 796 | 0.01% | 0.01% | 171 | +758 | 3.72% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 21,154 | 796 | 0.01% | 0.01% | 172 | +758 | 3.72% | Q3 2026 | Oct 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,468 | 794 | 0.01% | 0.02% | 173 | -882 | -3.95% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,145 | 793 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,091 | 743 | 0.05% | 0.03% | 175 | +6,209 | 44.73% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,037 | 741 | 0.06% | 0.05% | 176 | +1,912 | 10.55% | Q3 2026 | Oct 20, 2026 |
| Vantus Wealth LLC | History | No change | 19,574 | 734 | 0.39% | 0.39% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 19,177 | 719 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| January Capital Advisors LLC | History | No change | 18,782 | 704 | 0.59% | 0.59% | 179 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,955 | 701 | 0.01% | 0.01% | 180 | +5,579 | 41.71% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | No change | 17,924 | 693 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,385 | 689 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Junk Investment Group, LLC | History | Added to | 18,474 | 684 | 0.28% | 0.31% | 183 | +15 | 0.08% | Q3 2026 | Oct 19, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 18,170 | 681 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 18,142 | 680 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,007 | 675 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 17,473 | 655 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,877 | 630 | 0.04% | 0.03% | 188 | +3,996 | 31.02% | Q3 2026 | Oct 30, 2026 |
| MSH Capital Advisors LLC | History | Added to | 16,881 | 625 | 0.1% | 0.08% | 189 | +4,838 | 40.17% | Q3 2026 | Nov 02, 2026 |
| SITTNER & NELSON, LLC | History | No change | 16,339 | 612 | 0.19% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 15,831 | 586 | 0.55% | 0.51% | 191 | +2,546 | 19.16% | Q3 2026 | Oct 07, 2026 |
| Continuum Advisory, LLC | History | No change | 14,639 | 549 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,632 | 548 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | Added to | 14,541 | 538 | 0.53% | 0.36% | 194 | +4,680 | 47.46% | Q3 2026 | Nov 04, 2026 |
| Intrua Financial, LLC | History | Added to | 14,285 | 528 | 0.05% | 0.05% | 195 | +74 | 0.52% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,087 | 521 | 0.0% | 0.0% | 196 | +3,470 | 32.68% | Q3 2026 | Oct 28, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 14,057 | 520 | 0.17% | 0.18% | 197 | +142 | 1.02% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,879 | 510 | 0.03% | 0.03% | 198 | -1,117 | -7.45% | Q3 2026 | Nov 02, 2026 |
| Berger Financial Group, Inc | History | No change | 13,182 | 494 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 12,848 | 481 | 0.42% | 0.42% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | New | 12,126 | 449 | 0.05% | — | 201 | +12,126 | New | Q3 2026 | Oct 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,829 | 443 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 11,934 | 441 | 0.14% | 0.16% | 203 | -1,469 | -10.96% | Q3 2026 | Oct 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,739 | 434 | 0.02% | 0.02% | 204 | -182 | -1.53% | Q3 2026 | Nov 04, 2026 |
| VestGen Investment Management | History | No change | 11,565 | 433 | 0.23% | 0.23% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 11,111 | 411 | 0.03% | 0.04% | 206 | -386 | -3.36% | Q3 2026 | Oct 29, 2026 |
| Saxony Capital Management, LLC | History | No change | 10,432 | 386 | 0.16% | 0.18% | 207 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Added to | 10,118 | 379 | 0.01% | 0.01% | 208 | +710 | 7.55% | Q3 2026 | Nov 03, 2026 |
| Heritage Wealth Management, Inc. | History | New | 10,127 | 375 | 0.09% | — | 209 | +10,127 | New | Q3 2026 | Oct 28, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 9,844 | 364 | 0.09% | 0.09% | 210 | +29 | 0.3% | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,667 | 357 | 0.0% | 0.0% | 211 | +3,294 | 51.69% | Q3 2026 | Oct 26, 2026 |
| Carson Advisory Inc. | History | No change | 9,505 | 356 | 0.16% | 0.16% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 9,492 | 351 | 0.02% | 0.03% | 213 | -1,155 | -10.85% | Q3 2026 | Oct 08, 2026 |
| Professional Financial Advisors, LLC | History | No change | 9,428 | 349 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Leo H. Evart, Inc. | History | No change | 9,161 | 343 | 0.27% | 0.27% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brookwood Investment Group LLC | History | No change | 9,157 | 343 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 9,134 | 338 | 0.11% | 0.09% | 217 | +1,533 | 20.17% | Q3 2026 | Oct 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,980 | 337 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,943 | 335 | 0.14% | 0.14% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 8,950 | 331 | 0.1% | 0.11% | 220 | -150 | -1.65% | Q3 2026 | Oct 19, 2026 |
| Ascent Group, LLC | History | Reduced | 8,692 | 321 | 0.01% | 0.01% | 221 | -352 | -3.89% | Q3 2026 | Oct 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,585 | 317 | 0.01% | — | 222 | +8,585 | New | Q3 2026 | Oct 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,073 | 298 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Whelan Financial | History | No change | 8,000 | 296 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 7,895 | 292 | 0.1% | 0.08% | 225 | +1,451 | 22.52% | Q3 2026 | Oct 20, 2026 |
| Keystone Financial Group | History | No change | 7,391 | 277 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 7,350 | 275 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 7,294 | 273 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 7,249 | 268 | 0.15% | 0.17% | 229 | -201 | -2.7% | Q3 2026 | Oct 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,204 | 266 | 0.0% | 0.01% | 230 | +36 | 0.5% | Q3 2026 | Oct 21, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,016 | 259 | 0.03% | 0.04% | 234 | -1,686 | -19.37% | Q3 2026 | Oct 20, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 7,010 | 259 | 0.13% | 0.13% | 232 | +1,156 | 19.75% | Q3 2026 | Oct 15, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,928 | 259 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 7,000 | 259 | 0.17% | 0.17% | 233 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 6,987 | 258 | 0.24% | — | 235 | +6,987 | New | Q3 2026 | Oct 20, 2026 |
| Ignite Planners, LLC | History | New | 6,878 | 254 | 0.03% | — | 237 | +6,878 | New | Q3 2026 | Oct 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,882 | 254 | 0.01% | 0.01% | 236 | +159 | 2.37% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,631 | 248 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,550 | 242 | 0.01% | 0.01% | 239 | -677 | -9.37% | Q3 2026 | Oct 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,433 | 240 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,377 | 239 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 6,228 | 233 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,250 | 231 | 0.01% | 0.01% | 243 | +335 | 5.66% | Q3 2026 | Nov 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,170 | 231 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vigil Wealth Management, LLC | History | No change | 6,131 | 229 | 0.16% | 0.16% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCP Asset Management, LLC | History | No change | 6,026 | 223 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 5,989 | 221 | 0.09% | 0.1% | 248 | -240 | -3.85% | Q3 2026 | Oct 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,989 | 221 | 0.04% | 0.04% | 247 | +12 | 0.2% | Q3 2026 | Oct 21, 2026 |
| Synergy Financial Group, LTD | History | No change | 5,885 | 220 | 0.16% | 0.16% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 5,884 | 220 | 0.15% | 0.15% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,866 | 217 | 0.02% | 0.02% | 252 | +91 | 1.58% | Q3 2026 | Oct 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,882 | 217 | 0.0% | 0.0% | 251 | -3 | -0.05% | Q3 2026 | Oct 28, 2026 |
| Nova Financial LLC | History | New | 5,791 | 214 | 0.09% | — | 253 | +5,791 | New | Q3 2026 | Nov 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5,523 | 207 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 5,447 | 201 | 0.09% | 0.07% | 255 | +2,123 | 63.87% | Q3 2026 | Nov 05, 2026 |
| NFSG Corp | History | New | 5,022 | 185 | 0.02% | — | 256 | +5,022 | New | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,811 | 178 | 0.01% | 0.01% | 257 | +17 | 0.35% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 3,650 | 136 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,384 | 125 | 0.01% | 0.01% | 259 | +218 | 6.89% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | No change | 3,178 | 117 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3,131 | 117 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,638 | 98 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Co / SC | History | No change | 2,542 | 96 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,845 | 69 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,342 | 50 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,330 | 49 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,115 | 41 | 0.0% | 0.0% | 267 | +367 | 49.06% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 910 | 34 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 808 | 29 | 0.03% | — | 269 | +808 | New | Q3 2026 | Oct 19, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 755 | 28 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 739 | 27 | 0.0% | — | 271 | +739 | New | Q3 2026 | Oct 30, 2026 |
| StrongBox Wealth, LLC | History | No change | 680 | 25 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CX Institutional | History | Reduced | 634 | 23 | 0.0% | 0.0% | 273 | -1,103 | -63.5% | Q3 2026 | Oct 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 641 | 23 | 0.0% | — | 274 | +641 | New | Q3 2026 | Oct 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 612 | 22 | 0.01% | 0.0% | 275 | +162 | 36.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 442 | 16 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 400 | 14 | 0.0% | 0.01% | 277 | -1,000 | -71.43% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 384 | 14 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 376 | 13 | 0.0% | 0.0% | 279 | +4 | 1.08% | Q3 2026 | Oct 30, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 259 | 10 | 0.0% | — | 280 | +259 | New | Q3 2026 | Oct 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 252 | 9 | 0.0% | 0.0% | 281 | -5 | -1.95% | Q3 2026 | Oct 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 262 | 9 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 230 | 8 | 0.0% | — | 283 | +230 | New | Q3 2026 | Oct 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 210 | 7 | 0.0% | — | 285 | +210 | New | Q3 2026 | Oct 21, 2026 |
| VIMA LLC | History | No change | 200 | 7 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CENTRAL TRUST Co | History | No change | 137 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Perspectives, Inc | History | Added to | 114 | 4 | 0.0% | 0.0% | 287 | +55 | 93.22% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | No change | 125 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 78 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,107 | -100.0% | Q3 2026 | Oct 30, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,013 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,414 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,110 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,695 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,258 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 02, 2026 |