Capital Group Global Growth Equity ETF - CGGO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | History | Added to | 23,643,002 | 788,967 | 13.3% | 11.65% | 1 | +2,524,322 | 11.95% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 16,997,437 | 567,204 | 0.15% | 0.14% | 2 | +1,928,629 | 12.8% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,649,623 | 455,487 | 0.14% | 0.14% | 3 | +519,308 | 3.96% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,066,556 | 402,660 | 0.11% | 0.11% | 4 | +1,820,435 | 17.77% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 11,963,261 | 399,214 | 0.02% | 0.02% | 5 | +2,002,253 | 20.1% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,859,399 | 362,378 | 0.22% | 0.24% | 6 | -194,026 | -1.76% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 8,296,479 | 276,853 | 0.29% | 0.29% | 7 | +562,014 | 7.27% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,235,449 | 241,446 | 0.05% | 0.04% | 8 | +1,387,613 | 23.73% | Q1 2026 | Jul 08, 2026 |
| Forge Financial Services LLC | History | Added to | 5,827,389 | 194,459 | 19.7% | 12.52% | 9 | +4,982,281 | 589.54% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,560,105 | 185,540 | 0.26% | 0.25% | 10 | +160,631 | 2.97% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,426,564 | 176,695 | 0.08% | 0.09% | 11 | +1,244,368 | 29.75% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,353,614 | 145,280 | 0.02% | 0.02% | 12 | +321,468 | 7.97% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,065,492 | 135,666 | 0.02% | 0.02% | 13 | +833,176 | 25.78% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,009,228 | 133,787 | 0.01% | 0.01% | 14 | +543,944 | 15.7% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,800,231 | 126,828 | 0.19% | 0.21% | 15 | -258,437 | -6.37% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,360,867 | 112,152 | 0.29% | 0.29% | 16 | +146,697 | 4.56% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,816,834 | 93,997 | 0.26% | 0.27% | 17 | -365,295 | -11.48% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,963,172 | 65,511 | 0.06% | 0.06% | 18 | +340,674 | 21.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 1,944,494 | 65,116 | 0.32% | 0.29% | 19 | +354,860 | 22.32% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,663,897 | 55,524 | 0.2% | 0.19% | 20 | +147,805 | 9.75% | Q1 2026 | Jun 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,565,128 | 52,228 | 0.2% | 0.2% | 21 | +154,213 | 10.93% | Q1 2026 | Apr 30, 2026 |
| Financial Council, LLC | History | Added to | 1,558,410 | 52,004 | 20.06% | 20.52% | 22 | +75,022 | 5.06% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 1,477,118 | 49,291 | 7.02% | 6.95% | 23 | +76,626 | 5.47% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,392,172 | 47,125 | 0.1% | 0.1% | 24 | -623,362 | -30.93% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,179,162 | 39,348 | 0.06% | 0.08% | 25 | -238,186 | -16.81% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,132,732 | 36,372 | 0.0% | 0.0% | 26 | +302,673 | 36.46% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,085,698 | 36,230 | 0.09% | 0.07% | 27 | +204,656 | 23.23% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,076,766 | 35,931 | 0.03% | 0.03% | 28 | +137,994 | 14.7% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,044,217 | 34,845 | 3.32% | 3.75% | 29 | -23,524 | -2.2% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 987,300 | 32,946 | 0.06% | 0.06% | 30 | +41,648 | 4.4% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 960,000 | 32,035 | 0.0% | — | 31 | +960,000 | New | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 949,627 | 31,688 | 0.31% | 0.31% | 32 | +131,933 | 16.13% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 920,621 | 30,721 | 0.06% | 0.05% | 33 | +153,756 | 20.05% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 910,205 | 30,373 | 1.2% | 1.23% | 34 | -2,429 | -0.27% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 846,270 | 28,240 | 0.03% | 0.03% | 35 | -27,785 | -3.18% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 841,093 | 28,067 | 0.33% | 0.32% | 36 | +85,283 | 11.28% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 775,587 | 25,881 | 0.16% | 0.17% | 37 | -33,642 | -4.16% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 745,203 | 24,867 | 0.12% | 0.14% | 38 | -127,521 | -14.61% | Q1 2026 | Apr 24, 2026 |
| Kestra Investment Management, LLC | History | Added to | 716,897 | 23,922 | 0.41% | 0.32% | 39 | +342,401 | 91.43% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Added to | 715,977 | 23,892 | 0.97% | 0.83% | 40 | +33,250 | 4.87% | Q1 2026 | Apr 27, 2026 |
| WNY Asset Management, LLC | History | New | 712,726 | 23,783 | 2.46% | — | 41 | +712,726 | New | Q1 2026 | May 22, 2026 |
| Wealth Science Advisors LLC | History | No change | 636,392 | 22,050 | 12.41% | 12.72% | 42 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 656,978 | 21,954 | 4.94% | 4.74% | 43 | +72,716 | 12.45% | Q1 2026 | May 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 656,738 | 21,915 | 0.12% | 0.16% | 44 | +15,360 | 2.39% | Q1 2026 | May 15, 2026 |
| Reliant Wealth Planning | History | Reduced | 643,596 | 21,476 | 6.49% | 7.07% | 45 | -9,655 | -1.48% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 534,077 | 17,822 | 0.28% | 0.3% | 46 | +36,929 | 7.43% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 528,013 | 17,619 | 0.03% | 0.03% | 47 | -19,683,688 | -97.39% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 527,754 | 17,611 | 0.02% | 0.02% | 48 | +65,475 | 14.16% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 491,246 | 16,400 | 0.26% | 0.35% | 49 | -125,758 | -20.38% | Q1 2026 | Apr 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 487,615 | 16,271 | 7.19% | 7.3% | 50 | +29,699 | 6.49% | Q1 2026 | Apr 27, 2026 |
| LifeGoal Investments, LLC | History | Added to | 473,839 | 16,097 | 9.21% | 9.63% | 51 | +56,762 | 13.61% | Q1 2026 | Apr 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 463,778 | 15,476 | 0.19% | 0.16% | 52 | +92,745 | 25.0% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 453,528 | 15,134 | 1.24% | 0.57% | 53 | +260,771 | 135.28% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 452,270 | 15,092 | 0.25% | 0.25% | 54 | +33,262 | 7.94% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 437,848 | 14,611 | 0.23% | 0.19% | 55 | +172,308 | 64.89% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 428,873 | 14,311 | 0.11% | 0.14% | 56 | +83,104 | 24.03% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 395,328 | 13,192 | 7.3% | 7.65% | 57 | +22,682 | 6.09% | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | Reduced | 376,888 | 13,059 | 1.29% | 1.24% | 58 | -2,317 | -0.61% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 391,114 | 13,051 | 0.14% | — | 59 | +391,114 | New | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 367,839 | 12,274 | 0.64% | 0.52% | 60 | +97,303 | 35.97% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 348,974 | 11,645 | 0.02% | 0.01% | 61 | +65,286 | 23.01% | Q1 2026 | May 13, 2026 |
| Souders Financial Advisors | History | Reduced | 347,059 | 11,581 | 1.32% | 1.39% | 62 | -4,404 | -1.25% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 345,578 | 11,531 | 0.13% | 0.12% | 63 | +81,292 | 30.76% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 340,353 | 11,357 | 8.29% | 8.31% | 64 | +4,336 | 1.29% | Q1 2026 | May 05, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 340,231 | 11,353 | 2.33% | 2.25% | 65 | +22,240 | 6.99% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 337,869 | 11,274 | 0.82% | — | 66 | +337,869 | New | Q1 2026 | Apr 20, 2026 |
| BNB Wealth Management, LLC | History | Added to | 337,093 | 11,248 | 7.22% | 7.5% | 67 | +1,256 | 0.37% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 328,693 | 10,968 | 0.16% | 0.16% | 68 | +32,202 | 10.86% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 307,426 | 10,646 | 0.07% | 0.06% | 69 | +53,506 | 21.07% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 306,863 | 10,240 | 0.05% | 0.06% | 70 | +7,041 | 2.35% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 306,263 | 10,219 | 0.06% | 0.05% | 71 | +35,965 | 13.31% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 288,179 | 9,985 | 0.75% | 0.75% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 294,778 | 9,836 | 0.41% | — | 73 | +294,778 | New | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 284,226 | 9,484 | 1.34% | 2.09% | 74 | -41,454 | -12.73% | Q1 2026 | Apr 20, 2026 |
| Michael Brady & Co., LLC | History | Added to | 265,957 | 8,874 | 8.91% | 9.02% | 75 | +5,132 | 1.97% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 261,089 | 8,713 | 0.23% | 0.23% | 76 | +24,072 | 10.16% | Q1 2026 | May 14, 2026 |
| Ruggaard & Associates LLC | History | Added to | 255,837 | 8,537 | 3.38% | 3.37% | 77 | +8,423 | 3.4% | Q1 2026 | May 26, 2026 |
| NavPoint Financial, Inc. | History | Added to | 252,942 | 8,440 | 3.41% | 3.73% | 78 | +773 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 250,084 | 8,345 | 0.33% | 0.19% | 79 | +199,604 | 395.41% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 248,107 | 8,279 | 0.17% | 0.17% | 80 | +7,850 | 3.27% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 242,404 | 8,089 | 0.2% | 0.22% | 81 | -8,873 | -3.53% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 241,675 | 8,064 | 0.2% | 0.21% | 82 | +7,438 | 3.18% | Q1 2026 | Apr 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 238,837 | 7,970 | 0.25% | 0.29% | 83 | +1,511 | 0.64% | Q1 2026 | May 06, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 237,285 | 7,918 | 4.92% | 4.94% | 84 | +10,496 | 4.63% | Q1 2026 | Apr 21, 2026 |
| Carson Advisory Inc. | History | Added to | 236,964 | 7,907 | 4.1% | 4.26% | 85 | +210 | 0.09% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 235,526 | 7,859 | 0.02% | 0.02% | 86 | +12,960 | 5.82% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 231,834 | 7,736 | 0.1% | 0.1% | 87 | +2,315 | 1.01% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 240,674 | 7,728 | 0.28% | 0.28% | 88 | +30,023 | 14.25% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 228,455 | 7,623 | 0.41% | — | 89 | +228,455 | New | Q1 2026 | Apr 21, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 225,352 | 7,519 | 0.92% | 0.98% | 90 | +5,885 | 2.68% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 214,058 | 7,143 | 0.15% | 0.15% | 91 | +9,806 | 4.8% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 212,969 | 7,106 | 0.06% | 0.05% | 92 | -1,134 | -0.53% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 190,849 | 6,834 | 1.05% | 1.05% | 93 | +1,431 | 0.76% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Added to | 200,721 | 6,698 | 0.09% | 0.06% | 94 | +87,656 | 77.53% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 198,810 | 6,634 | 0.26% | 0.26% | 95 | +14,749 | 8.01% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 194,298 | 6,483 | 0.0% | — | 96 | +194,298 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 189,049 | 6,421 | 0.06% | 0.17% | 97 | -276,415 | -59.38% | Q1 2026 | Apr 07, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Added to | 186,936 | 6,238 | 6.12% | 5.27% | 98 | +33,903 | 22.15% | Q1 2026 | Jul 10, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 184,157 | 6,145 | 0.76% | 0.84% | 99 | -11,854 | -6.05% | Q1 2026 | Apr 16, 2026 |
| Balentine LLC | History | Reduced | 182,816 | 6,100 | 0.25% | 0.24% | 100 | -1,996 | -1.08% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 169,533 | 6,070 | 0.34% | 0.26% | 101 | +41,115 | 32.02% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 177,021 | 5,907 | 0.43% | 0.44% | 102 | +8,065 | 4.77% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 174,071 | 5,808 | 0.21% | 0.02% | 103 | +160,594 | 1191.62% | Q1 2026 | May 14, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 173,332 | 5,784 | 6.13% | 5.93% | 104 | +14,154 | 8.89% | Q1 2026 | Apr 10, 2026 |
| Compton Financial Group, LLC | History | Added to | 171,913 | 5,736 | 1.27% | 0.05% | 105 | +165,207 | 2463.57% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 171,335 | 5,717 | 0.36% | 0.38% | 106 | +2,596 | 1.54% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 168,272 | 5,615 | 0.06% | 0.05% | 107 | +30,981 | 22.57% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 166,468 | 5,555 | 0.01% | 0.01% | 108 | +278 | 0.17% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 165,071 | 5,508 | 0.01% | 0.01% | 109 | +15,764 | 10.56% | Q1 2026 | Apr 27, 2026 |
| Paragon Advisors, LLC | History | Reduced | 164,252 | 5,481 | 1.48% | 1.66% | 110 | -11,972 | -6.79% | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 164,249 | 5,480 | 0.44% | 0.42% | 111 | +9,207 | 5.94% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | Added to | 164,024 | 5,473 | 2.24% | 2.34% | 112 | +721 | 0.44% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 163,433 | 5,453 | 0.7% | 0.78% | 113 | -276 | -0.17% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 156,761 | 5,231 | 0.3% | 0.31% | 114 | +3,518 | 2.3% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 154,198 | 5,145 | 0.14% | 0.02% | 115 | +137,929 | 847.8% | Q1 2026 | May 04, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 153,251 | 5,113 | 2.57% | 2.48% | 116 | +12,368 | 8.78% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 149,321 | 4,982 | 0.12% | 0.12% | 117 | -507 | -0.34% | Q1 2026 | May 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 145,584 | 4,858 | 1.01% | 1.17% | 118 | -8,431 | -5.47% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 144,734 | 4,829 | 0.03% | 0.02% | 119 | +14,517 | 11.15% | Q1 2026 | Apr 29, 2026 |
| Entruity Wealth, LLC | History | Reduced | 143,905 | 4,802 | 3.26% | 3.61% | 120 | -2,294 | -1.57% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 127,880 | 4,267 | 0.08% | 0.08% | 121 | -72,958 | -36.33% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 125,061 | 4,173 | 0.02% | 0.02% | 122 | +6,442 | 5.43% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 122,414 | 4,084 | 0.0% | — | 123 | +122,414 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 121,579 | 4,057 | 0.09% | 0.08% | 124 | +31,389 | 34.8% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 107,847 | 4,049 | 0.32% | 0.31% | 125 | +6,189 | 6.09% | Q1 2026 | May 01, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 117,495 | 3,920 | 1.12% | 0.82% | 126 | +34,715 | 41.94% | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 116,060 | 3,872 | 2.26% | 2.11% | 127 | +13,023 | 12.64% | Q1 2026 | May 01, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 115,810 | 3,864 | 0.67% | 0.73% | 128 | -35 | -0.03% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 115,583 | 3,857 | 0.19% | 0.18% | 129 | +6,057 | 5.53% | Q1 2026 | May 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 115,583 | 3,857 | 2.03% | 2.1% | 130 | -338 | -0.29% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 115,406 | 3,851 | 0.45% | 0.41% | 131 | +9,479 | 8.95% | Q1 2026 | May 11, 2026 |
| Bill Few Associates, Inc. | History | Added to | 114,629 | 3,825 | 0.92% | 0.93% | 132 | +5,208 | 4.76% | Q1 2026 | Apr 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 114,335 | 3,815 | 0.5% | 0.54% | 133 | +6,091 | 5.63% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 112,654 | 3,759 | 0.12% | — | 134 | +112,654 | New | Q1 2026 | May 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 110,051 | 3,672 | 2.42% | 2.48% | 135 | +2,206 | 2.05% | Q1 2026 | Apr 09, 2026 |
| CVFG LLC | History | Added to | 106,771 | 3,562 | 0.44% | 2.33% | 136 | +8,757 | 8.93% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 106,119 | 3,541 | 0.0% | 0.0% | 137 | +33,472 | 46.07% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 105,411 | 3,517 | 0.37% | 0.4% | 138 | -576 | -0.54% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 104,581 | 3,489 | 0.04% | 0.07% | 139 | -62,657 | -37.47% | Q1 2026 | Apr 20, 2026 |
| CLG LLC | History | Reduced | 102,399 | 3,417 | 0.85% | 0.9% | 140 | -2,426 | -2.31% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 101,741 | 3,395 | 0.04% | 0.02% | 141 | +56,429 | 124.53% | Q1 2026 | Apr 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 101,565 | 3,389 | 0.16% | 0.17% | 142 | -2,316 | -2.23% | Q1 2026 | Apr 28, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 101,119 | 3,374 | 0.74% | 1.26% | 143 | -56,935 | -36.02% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 99,914 | 3,334 | 0.04% | 0.04% | 144 | +8,067 | 8.78% | Q1 2026 | Apr 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 98,626 | 3,291 | 1.05% | 1.0% | 145 | +5,437 | 5.83% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 96,279 | 3,212 | 0.12% | 0.12% | 146 | +843 | 0.88% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 95,696 | 3,193 | 0.04% | 0.04% | 147 | +12,642 | 15.22% | Q1 2026 | Apr 20, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 95,233 | 3,177 | 1.24% | 1.19% | 148 | +7,026 | 7.97% | Q1 2026 | Apr 21, 2026 |
| LongView Wealth Management | History | Reduced | 85,245 | 3,154 | 0.79% | 0.78% | 149 | -3,784 | -4.25% | Q1 2026 | Apr 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 93,433 | 3,117 | 1.48% | 1.46% | 150 | +4,759 | 5.37% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 93,382 | 3,116 | 0.06% | 0.01% | 151 | +82,428 | 752.49% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 92,975 | 3,102 | 0.02% | 0.03% | 152 | +2,954 | 3.28% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 85,467 | 2,852 | 0.16% | 0.17% | 153 | -230 | -0.27% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 85,077 | 2,839 | 0.01% | 0.01% | 154 | +17,796 | 26.45% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 82,193 | 2,742 | 0.2% | 0.19% | 155 | +4,000 | 5.12% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 82,081 | 2,739 | 0.04% | 0.03% | 156 | +29,866 | 57.2% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 80,616 | 2,690 | 0.56% | 0.59% | 157 | +3,654 | 4.75% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 79,321 | 2,646 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 78,572 | 2,621 | 0.73% | 0.64% | 159 | +10,005 | 14.59% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 77,715 | 2,593 | 0.02% | 0.02% | 160 | +9,888 | 14.58% | Q1 2026 | Apr 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 76,177 | 2,542 | 0.08% | 0.08% | 161 | +5,104 | 7.18% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 75,228 | 2,510 | 0.04% | 0.05% | 162 | +1,869 | 2.55% | Q1 2026 | May 18, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 74,738 | 2,494 | 1.9% | 0.66% | 163 | +52,154 | 230.93% | Q1 2026 | May 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 72,013 | 2,403 | 0.97% | 0.95% | 164 | +2,712 | 3.91% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 60,930 | 2,389 | 0.06% | 0.12% | 165 | -19,973 | -24.69% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Reduced | 71,025 | 2,370 | 1.97% | 2.41% | 166 | -4,078 | -5.43% | Q1 2026 | Apr 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 69,193 | 2,308 | 0.14% | 0.13% | 167 | +3,803 | 5.82% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 69,105 | 2,306 | 0.05% | 0.07% | 168 | -15,307 | -18.13% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 67,666 | 2,258 | 0.0% | 0.0% | 169 | +65,270 | 2724.12% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 67,088 | 2,238 | 0.07% | 0.08% | 170 | -64,411 | -48.98% | Q1 2026 | Apr 29, 2026 |
| Code Waechter LLC | History | New | 64,521 | 2,153 | 1.28% | — | 171 | +64,521 | New | Q1 2026 | Apr 15, 2026 |
| Northwest Financial Advisors | History | Added to | 64,383 | 2,148 | 4.15% | 4.3% | 172 | +3,999 | 6.62% | Q1 2026 | Apr 24, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 62,762 | 2,094 | 0.31% | 0.32% | 174 | +2,401 | 3.98% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 62,762 | 2,094 | 0.21% | 0.23% | 173 | +1,277 | 2.08% | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 62,210 | 2,075 | 2.47% | 2.25% | 175 | -12,554 | -16.79% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 61,950 | 2,067 | 0.47% | 0.49% | 176 | +911 | 1.49% | Q1 2026 | Apr 27, 2026 |
| Rather & Kittrell, Inc. | History | No change | 61,527 | 2,053 | 0.32% | 0.34% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 61,053 | 2,037 | 0.45% | 0.25% | 178 | +28,041 | 84.94% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 59,658 | 1,990 | 0.02% | 0.01% | 179 | +21,984 | 58.35% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 56,505 | 1,957 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 58,497 | 1,952 | 0.07% | 0.07% | 181 | -628 | -1.06% | Q1 2026 | May 06, 2026 |
| NOVEM GROUP | History | Reduced | 57,063 | 1,904 | 0.22% | 0.23% | 182 | -354 | -0.62% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 56,140 | 1,873 | 0.49% | 0.4% | 183 | +6,744 | 13.65% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Added to | 53,213 | 1,775 | 1.03% | 1.02% | 184 | +4,995 | 10.36% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 52,199 | 1,773 | 0.03% | 0.03% | 185 | +101 | 0.19% | Q1 2026 | May 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 48,199 | 1,751 | 0.51% | 0.5% | 186 | +1,971 | 4.26% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 52,361 | 1,747 | 0.01% | 0.01% | 187 | -92 | -0.18% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 52,131 | 1,739 | 0.78% | 0.62% | 188 | +12,460 | 31.41% | Q1 2026 | Apr 24, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Added to | 51,651 | 1,723 | 0.6% | 0.48% | 189 | +10,514 | 25.56% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 51,414 | 1,715 | 0.03% | 0.03% | 190 | +1,681 | 3.38% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,997 | 1,701 | 0.02% | 0.01% | 191 | +23,523 | 85.62% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 50,480 | 1,684 | 0.0% | 0.0% | 192 | -710 | -1.39% | Q1 2026 | May 12, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 49,601 | 1,655 | 0.46% | 0.42% | 193 | +4,103 | 9.02% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,221 | 1,642 | 0.05% | 0.06% | 194 | +1,247 | 2.6% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 48,400 | 1,615 | 0.0% | 0.0% | 195 | -1,184 | -2.39% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 48,369 | 1,614 | 0.06% | 0.06% | 196 | +4,277 | 9.7% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 48,357 | 1,613 | 0.0% | — | 197 | +48,357 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 47,071 | 1,570 | 0.0% | — | 198 | +47,071 | New | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 46,189 | 1,541 | 0.12% | 0.11% | 199 | +8,280 | 21.84% | Q1 2026 | Apr 30, 2026 |
| Latitude Advisors, LLC | History | Added to | 45,246 | 1,509 | 0.69% | 0.58% | 200 | +7,446 | 19.7% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 44,988 | 1,501 | 0.08% | 0.07% | 201 | +7,844 | 21.12% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 44,761 | 1,493 | 1.06% | 1.01% | 202 | +5,568 | 14.21% | Q1 2026 | May 19, 2026 |
| Colonial River Investments, LLC | History | Added to | 44,624 | 1,489 | 0.53% | 0.51% | 203 | +3,127 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Forum Finance Group S.A. | History | New | 53,588 | 1,465 | 0.79% | — | 204 | +53,588 | New | Q1 2026 | May 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 43,569 | 1,453 | 0.21% | 0.22% | 205 | +379 | 0.88% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,464 | 1,450 | 0.02% | 0.01% | 206 | +31,366 | 259.27% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 43,247 | 1,443 | 0.53% | 0.48% | 207 | +5,934 | 15.9% | Q1 2026 | May 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 42,815 | 1,428 | 0.61% | 0.69% | 208 | -188 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 39,565 | 1,320 | 0.3% | 0.31% | 209 | +428 | 1.09% | Q1 2026 | Apr 28, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 38,354 | 1,279 | 0.26% | 0.27% | 210 | +488 | 1.29% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 38,089 | 1,271 | 0.07% | 0.05% | 211 | +11,845 | 45.13% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 38,045 | 1,269 | 1.07% | 1.16% | 212 | -513 | -1.33% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 37,605 | 1,254 | 0.03% | 0.02% | 213 | +7,676 | 25.65% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 37,477 | 1,250 | 0.06% | 0.06% | 214 | +576 | 1.56% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 36,864 | 1,230 | 0.04% | 0.04% | 215 | +3,090 | 9.15% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 36,618 | 1,221 | 0.05% | 0.04% | 216 | +8,708 | 31.2% | Q1 2026 | Jun 18, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 36,373 | 1,213 | 0.09% | 0.08% | 217 | +4,973 | 15.84% | Q1 2026 | Apr 08, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 35,232 | 1,175 | 0.68% | 0.74% | 218 | -28 | -0.08% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 35,135 | 1,172 | 0.0% | 0.0% | 219 | +4,795 | 15.8% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 33,733 | 1,125 | 0.26% | 0.38% | 220 | -11,620 | -25.62% | Q1 2026 | Apr 17, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 33,609 | 1,121 | 0.09% | 0.09% | 221 | +276 | 0.83% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 32,311 | 1,119 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,629 | 1,095 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Management, Inc. | History | Added to | 31,831 | 1,062 | 0.36% | 0.34% | 225 | +3,840 | 13.72% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 31,826 | 1,062 | 0.5% | 0.51% | 224 | +2,609 | 8.93% | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 31,385 | 1,047 | 0.41% | 0.36% | 226 | +6,167 | 24.45% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 30,138 | 1,044 | 0.18% | 0.18% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 26,596 | 981 | 0.02% | — | 228 | +26,596 | New | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,471 | 950 | 0.09% | 0.08% | 229 | +7,543 | 36.04% | Q1 2026 | May 12, 2026 |
| Security Financial Services, INC. | History | Added to | 28,343 | 945 | 0.15% | 0.13% | 230 | +4,129 | 17.05% | Q1 2026 | May 27, 2026 |
| WealthSpring Partners, LLC | History | New | 28,261 | 943 | 0.87% | — | 231 | +28,261 | New | Q1 2026 | Apr 20, 2026 |
| Lincoln Capital LLC | History | Reduced | 28,288 | 942 | 0.18% | 0.18% | 232 | -409 | -1.43% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 28,037 | 935 | 0.1% | 0.12% | 233 | +2,377 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 27,737 | 925 | 0.41% | 0.47% | 234 | -1,929 | -6.5% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,216 | 908 | 0.0% | 0.0% | 235 | +9,396 | 52.73% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 27,044 | 902 | 0.0% | — | 236 | +27,044 | New | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,016 | 901 | 0.03% | 0.03% | 237 | +1,321 | 5.14% | Q1 2026 | Apr 08, 2026 |
| Capital Planning LLC | History | No change | 26,614 | 888 | 0.29% | 0.26% | 238 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 26,547 | 885 | 0.25% | 0.24% | 239 | +255 | 0.97% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 26,087 | 870 | 0.0% | 0.0% | 240 | +5,628 | 27.51% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 25,914 | 864 | 0.57% | 0.57% | 241 | +1,730 | 7.15% | Q1 2026 | Apr 08, 2026 |
| American Financial Advisors, LLC | History | Added to | 25,171 | 839 | 0.11% | 0.11% | 242 | +1,533 | 6.49% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 23,798 | 824 | 0.61% | 0.61% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,444 | 815 | 0.05% | 0.04% | 244 | +15,136 | 162.61% | Q1 2026 | Apr 22, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 24,059 | 802 | 0.17% | 0.2% | 245 | -2,980 | -11.02% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 24,012 | 801 | 0.06% | — | 246 | +24,012 | New | Q1 2026 | May 15, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 23,856 | 796 | 0.05% | 0.49% | 247 | +122 | 0.51% | Q1 2026 | Apr 16, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 23,603 | 787 | 0.22% | 0.23% | 248 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 23,227 | 775 | 0.0% | 0.0% | 249 | +15,179 | 188.61% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 22,718 | 758 | 0.03% | 0.03% | 250 | +884 | 4.05% | Q1 2026 | May 08, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 22,725 | 758 | 0.48% | 0.51% | 251 | +793 | 3.62% | Q1 2026 | Apr 27, 2026 |
| Olistico Wealth, LLC | History | No change | 22,689 | 757 | 0.37% | 0.38% | 252 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 22,360 | 746 | 0.38% | 0.36% | 253 | +2,547 | 12.86% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,334 | 745 | 0.01% | 0.01% | 255 | +2,589 | 13.11% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 22,353 | 745 | 0.04% | 0.04% | 254 | +665 | 3.07% | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 22,267 | 743 | 0.08% | 0.09% | 256 | -1,305 | -5.54% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,124 | 738 | 0.0% | 0.01% | 257 | -3,895 | -14.97% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Group | History | Added to | 20,920 | 698 | 0.27% | 0.28% | 258 | +1,185 | 6.0% | Q1 2026 | Apr 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20,824 | 694 | 0.06% | 0.03% | 259 | +10,797 | 107.68% | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 20,639 | 688 | 0.42% | 0.44% | 260 | -143 | -0.69% | Q1 2026 | Apr 21, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 20,270 | 676 | 0.19% | 0.2% | 261 | +387 | 1.95% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,324 | 644 | 0.0% | 0.0% | 262 | +520 | 2.77% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 19,080 | 636 | 0.02% | 0.02% | 263 | +2,564 | 15.52% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,584 | 620 | 0.01% | 0.01% | 264 | +6,995 | 60.36% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | No change | 18,566 | 619 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tudor Financial Inc. | History | Added to | 18,448 | 615 | 0.31% | 0.32% | 266 | +558 | 3.12% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 18,373 | 613 | 0.04% | 0.03% | 267 | +428 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 18,289 | 610 | 0.03% | 0.03% | 268 | +2,042 | 12.57% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,241 | 608 | 0.01% | 0.01% | 269 | +609 | 3.45% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 17,879 | 596 | 0.0% | — | 270 | +17,879 | New | Q1 2026 | May 05, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 17,713 | 591 | 0.65% | 0.69% | 271 | +700 | 4.11% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,359 | 589 | 0.04% | 0.04% | 272 | -74 | -0.42% | Q1 2026 | May 01, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 17,401 | 580 | 0.04% | 0.04% | 273 | -7 | -0.04% | Q1 2026 | Apr 13, 2026 |
| CHOREO, LLC | History | Reduced | 17,214 | 574 | 0.01% | 0.01% | 274 | -1,062 | -5.81% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 16,953 | 565 | 0.11% | 0.1% | 275 | +2,536 | 17.59% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,820 | 561 | 0.01% | 0.01% | 276 | +1,749 | 11.61% | Q1 2026 | Apr 10, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 16,595 | 553 | 0.1% | 0.11% | 277 | +39 | 0.24% | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 16,560 | 552 | 0.07% | 0.08% | 278 | -500 | -2.93% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 16,149 | 538 | 0.05% | 0.06% | 279 | -2,870 | -15.09% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 15,848 | 528 | 0.04% | 0.02% | 280 | +5,767 | 57.21% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Added to | 15,467 | 516 | 0.03% | 0.03% | 281 | +799 | 5.45% | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 15,453 | 515 | 0.06% | 0.04% | 282 | +5,709 | 58.59% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 15,309 | 510 | 0.09% | 0.08% | 283 | +600 | 4.08% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | New | 14,583 | 486 | 0.03% | — | 284 | +14,583 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,507 | 484 | 0.04% | 0.03% | 285 | +3,151 | 27.75% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,440 | 481 | 0.03% | 0.03% | 286 | +1,240 | 9.39% | Q1 2026 | Apr 30, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 13,463 | 466 | 0.16% | 0.16% | 287 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,930 | 464 | 0.09% | 0.1% | 288 | -1,180 | -7.81% | Q1 2026 | Apr 09, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,440 | 458 | 0.03% | 0.03% | 289 | -370 | -2.89% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,379 | 446 | 0.0% | 0.0% | 290 | +3,411 | 34.22% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 13,145 | 438 | 0.0% | 0.0% | 291 | +2,798 | 27.04% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 12,829 | 428 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 12,814 | 427 | 0.03% | 0.03% | 293 | -43 | -0.33% | Q1 2026 | May 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 12,251 | 408 | 0.11% | 0.12% | 294 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 12,025 | 401 | 0.13% | 0.15% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | No change | 11,587 | 386 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Troutman Wealth Management, LLC | History | No change | 11,089 | 370 | 0.31% | 0.32% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,819 | 361 | 0.01% | 0.02% | 298 | -8,047 | -42.65% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,830 | 361 | 0.03% | 0.03% | 299 | +366 | 3.5% | Q1 2026 | Apr 10, 2026 |
| MFA Wealth Services | History | Added to | 10,739 | 358 | 0.24% | 0.22% | 300 | +1,363 | 14.54% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,700 | 357 | 0.0% | 0.0% | 301 | -29,700 | -73.51% | Q1 2026 | May 14, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 10,286 | 343 | 0.19% | 0.19% | 302 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lantz Financial LLC | History | Added to | 10,200 | 340 | 0.07% | 0.07% | 303 | +179 | 1.79% | Q1 2026 | Apr 09, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 10,184 | 339 | 0.27% | 0.29% | 304 | +192 | 1.92% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,127 | 338 | 0.01% | 0.01% | 305 | -630 | -5.86% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 9,968 | 332 | 0.01% | 0.01% | 306 | -2,396 | -19.38% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | No change | 9,974 | 332 | 0.08% | 0.09% | 307 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 9,866 | 329 | 0.2% | 0.46% | 308 | -13,881 | -58.45% | Q1 2026 | Apr 29, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 9,591 | 320 | 0.01% | 0.01% | 310 | +1,104 | 13.01% | Q1 2026 | May 07, 2026 |
| High Falls Advisors, Inc | History | No change | 9,251 | 320 | 0.06% | 0.06% | 309 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VICUS CAPITAL | History | Added to | 9,542 | 318 | 0.02% | 0.02% | 311 | +1,280 | 15.49% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,448 | 315 | 0.01% | 0.01% | 312 | -779 | -7.62% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,227 | 307 | 0.02% | 0.02% | 313 | +1,008 | 12.26% | Q1 2026 | Apr 30, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,100 | 303 | 0.05% | 0.06% | 314 | +440 | 5.08% | Q1 2026 | May 11, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 9,032 | 301 | 0.11% | 0.09% | 315 | +1,712 | 23.39% | Q1 2026 | Apr 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 9,018 | 300 | 0.12% | 0.1% | 316 | +2,169 | 31.67% | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 8,977 | 299 | 0.1% | 0.1% | 317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Reduced | 8,921 | 297 | 0.04% | 0.05% | 318 | -781 | -8.05% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,818 | 294 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LexAurum Advisors, LLC | History | New | 8,736 | 291 | 0.04% | — | 320 | +8,736 | New | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Reduced | 8,639 | 288 | 0.01% | 0.01% | 321 | -148 | -1.68% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 8,500 | 283 | 0.12% | — | 322 | +8,500 | New | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,467 | 282 | 0.02% | 0.05% | 323 | -11,567 | -57.74% | Q1 2026 | May 12, 2026 |
| Nvest Financial, LLC | History | No change | 8,419 | 280 | 0.1% | 0.12% | 324 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tenzing Financial LLC | History | No change | 7,729 | 280 | 0.21% | 0.22% | 325 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,349 | 278 | 0.0% | 0.0% | 326 | +500 | 6.37% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,038 | 278 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,309 | 277 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 8,240 | 274 | 0.08% | 0.09% | 329 | +162 | 2.01% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,872 | 272 | 0.01% | 0.01% | 330 | -191 | -2.7% | Q1 2026 | May 11, 2026 |
| Aspire Growth Partners LLC | History | No change | 8,180 | 272 | 0.19% | 0.2% | 331 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,980 | 266 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,945 | 265 | 0.0% | 0.0% | 333 | -1,895 | -19.26% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | New | 7,864 | 262 | 0.0% | — | 334 | +7,864 | New | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,753 | 258 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,669 | 255 | 0.01% | 0.01% | 336 | +372 | 5.1% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,566 | 252 | 0.01% | 0.01% | 337 | -168 | -2.17% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 7,525 | 251 | 0.02% | 0.02% | 338 | +820 | 12.23% | Q1 2026 | May 28, 2026 |
| Berger Financial Group, Inc | History | No change | 7,429 | 247 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,116 | 246 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,133 | 241 | 0.01% | 0.01% | 341 | -2,030 | -22.15% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 7,233 | 241 | 0.01% | 0.01% | 342 | +858 | 13.46% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 7,114 | 237 | 0.0% | 0.0% | 343 | -672 | -8.63% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Reduced | 7,009 | 233 | 0.02% | 0.14% | 344 | -20,390 | -74.42% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | New | 6,976 | 232 | 0.0% | — | 347 | +6,976 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,976 | 232 | 0.0% | — | 348 | +6,976 | New | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Reduced | 6,975 | 232 | 0.08% | 0.11% | 345 | -1,560 | -18.28% | Q1 2026 | May 07, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 6,961 | 232 | 0.07% | 0.07% | 346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 6,886 | 229 | 0.06% | — | 350 | +6,886 | New | Q1 2026 | May 06, 2026 |
| Vertex Planning Partners, LLC | History | No change | 6,874 | 229 | 0.04% | 0.06% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 6,796 | 226 | 0.01% | — | 352 | +6,796 | New | Q1 2026 | May 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 6,774 | 226 | 0.07% | 0.09% | 351 | -4 | -0.06% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 6,738 | 224 | 0.03% | — | 353 | +6,738 | New | Q1 2026 | Apr 30, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 995 | 217 | 0.09% | — | 354 | +995 | New | Q1 2026 | May 04, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 6,323 | 210 | 0.14% | 0.15% | 355 | +129 | 2.08% | Q1 2026 | May 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | New | 6,290 | 209 | 0.08% | — | 357 | +6,290 | New | Q1 2026 | Apr 22, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 6,281 | 209 | 0.26% | 0.23% | 356 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAPIENT CAPITAL LLC | History | New | 6,260 | 208 | 0.0% | — | 358 | +6,260 | New | Q1 2026 | Jun 22, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 6,229 | 207 | 0.1% | 0.11% | 359 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VestGen Investment Management | History | Reduced | 6,101 | 203 | 0.11% | 0.13% | 360 | -598 | -8.93% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,075 | 202 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,042 | 201 | 0.0% | 0.0% | 362 | +199 | 3.41% | Q1 2026 | Apr 14, 2026 |
| Junk Investment Group, LLC | History | New | 6,016 | 200 | 0.1% | — | 363 | +6,016 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,900 | 196 | 0.06% | 0.06% | 364 | +150 | 2.61% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 5,841 | 194 | 0.15% | 0.16% | 365 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,594 | 186 | 0.01% | 0.01% | 366 | -157 | -2.73% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,705 | 157 | 0.0% | 0.0% | 367 | -1,305 | -21.71% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,080 | 136 | 0.01% | 0.01% | 368 | -1,460 | -26.35% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 2,794 | 93 | 0.0% | — | 369 | +2,794 | New | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | New | 2,666 | 88 | 0.01% | — | 371 | +2,666 | New | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 2,640 | 88 | 0.0% | 0.0% | 370 | -62 | -2.29% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | Added to | 2,490 | 83 | 0.04% | 0.03% | 372 | +595 | 31.4% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 2,009 | 75 | 0.0% | — | 374 | +2,009 | New | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,258 | 75 | 0.0% | 0.0% | 373 | +272 | 13.7% | Q1 2026 | Apr 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,833 | 61 | 0.02% | 0.07% | 375 | -3,783 | -67.36% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 1,639 | 56 | 0.0% | 0.0% | 376 | +277 | 20.34% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,550 | 51 | 0.02% | 0.01% | 377 | +282 | 22.24% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,449 | 48 | 0.0% | 0.0% | 378 | +693 | 91.67% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | No change | 1,387 | 46 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,401 | 46 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,315 | 43 | 0.0% | 0.0% | 381 | +96 | 7.88% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | No change | 1,198 | 40 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Miller Capital Partners, Inc. | History | No change | 1,184 | 39 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 1,129 | 38 | 0.01% | 0.0% | 385 | +801 | 244.21% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,158 | 38 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 1,123 | 37 | 0.0% | — | 386 | +1,123 | New | Q1 2026 | Apr 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 894 | 29 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Leo H. Evart, Inc. | History | New | 831 | 27 | 0.02% | — | 388 | +831 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 737 | 24 | 0.0% | 0.0% | 391 | -90 | -10.88% | Q1 2026 | Apr 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 740 | 24 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pflug Koory, LLC | History | No change | 729 | 24 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 696 | 23 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 680 | 23 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | No change | 714 | 23 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| BAYBAN | History | No change | 670 | 22 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 630 | 21 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 605 | 20 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 590 | 19 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 529 | 17 | 0.0% | 0.0% | 400 | -1,460 | -73.4% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | No change | 510 | 17 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 456 | 15 | 0.02% | — | 402 | +456 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 457 | 15 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 425 | 14 | 0.0% | 0.0% | 405 | -196 | -31.56% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 437 | 14 | 0.0% | 0.0% | 403 | +84 | 23.8% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 442 | 14 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 401 | 13 | 0.0% | 0.0% | 407 | -122 | -23.33% | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 414 | 13 | 0.0% | 0.0% | 406 | +76 | 22.49% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 335 | 11 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 315 | 10 | 0.0% | — | 409 | +315 | New | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | New | 304 | 10 | 0.0% | — | 410 | +304 | New | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 234 | 7 | 0.0% | — | 411 | +234 | New | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | New | 221 | 7 | 0.0% | — | 412 | +221 | New | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 175 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| CENTRAL TRUST Co | History | No change | 125 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | No change | 117 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | New | 80 | 2 | 0.0% | — | 420 | +80 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 75 | 2 | 0.0% | — | 418 | +75 | New | Q1 2026 | Apr 27, 2026 |
| Financial Life Planners | History | New | 64 | 2 | 0.0% | — | 419 | +64 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 78 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 3.22% | — | -281,527 | -100.0% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -110,697 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,375 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -59,444 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,198 | -100.0% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,410 | -100.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,715 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,750 | -100.0% | Q1 2026 | May 06, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,824 | -100.0% | Q1 2026 | May 13, 2026 |
| Oak Grove Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,107 | -100.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,134 | -100.0% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,903 | -100.0% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,803 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,647 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -946 | -100.0% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |