Capital Group Fixed Income ETF Trust - CGMS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 21,684,661 | 592,641 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,954,981 | 272,069 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,076,177 | 248,051 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 7,932,936 | 216,807 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,927,229 | 216,651 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 6,240,391 | 170,549 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 5,061,712 | 138,336 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,697,625 | 96,988 | 1.71% | 0.0% | 8 | +3,688,366 | 39835.47% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,285,180 | 89,786 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,153,812 | 82,724 | 0.11% | 0.11% | 10 | -180,599 | -5.42% | Q3 2026 | Nov 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,845,539 | 77,768 | 1.23% | 1.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,326,317 | 63,950 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,290,249 | 60,073 | 0.13% | 0.13% | 13 | +261,659 | 12.9% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,195,645 | 60,007 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,845,865 | 50,448 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schusterman Interests, LLC | History | No change | 1,818,185 | 49,690 | 12.96% | 12.96% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,792,846 | 48,998 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,774,486 | 48,496 | 0.51% | 0.51% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,550,326 | 42,370 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,431,506 | 37,720 | 0.06% | 0.06% | 20 | +130,157 | 10.0% | Q3 2026 | Oct 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,136,768 | 31,067 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 960,524 | 26,250 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 951,076 | 25,992 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 940,884 | 25,714 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 971,313 | 25,477 | 3.22% | 3.34% | 25 | +63,783 | 7.03% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 868,945 | 22,792 | 0.06% | 0.11% | 26 | -403,029 | -31.69% | Q3 2026 | Nov 02, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 828,507 | 22,643 | 2.25% | 2.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 831,862 | 21,819 | 4.9% | 4.9% | 28 | +35,795 | 4.5% | Q3 2026 | Oct 08, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 826,082 | 21,667 | 3.91% | 3.97% | 29 | +57,315 | 7.46% | Q3 2026 | Nov 03, 2026 |
| Winch Advisory Services, LLC | History | No change | 791,200 | 21,623 | 4.49% | 4.49% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 784,662 | 21,568 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 775,013 | 21,181 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compton Financial Group, LLC | History | No change | 738,465 | 20,182 | 3.89% | 3.89% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 729,186 | 19,928 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 752,732 | 19,744 | 2.0% | 1.87% | 35 | +59,351 | 8.56% | Q3 2026 | Oct 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 679,303 | 18,565 | 10.2% | 10.2% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Entruity Wealth, LLC | History | No change | 637,736 | 17,429 | 11.28% | 11.28% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 658,592 | 17,413 | 0.23% | 0.25% | 38 | +31,587 | 5.04% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 613,158 | 16,757 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 599,845 | 16,393 | 1.56% | 1.56% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 599,988 | 15,737 | 1.0% | 0.99% | 41 | +38,351 | 6.83% | Q3 2026 | Nov 05, 2026 |
| Private Advisor Group, LLC | History | No change | 556,556 | 15,210 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | Reduced | 500,525 | 13,128 | 1.12% | 1.23% | 43 | -26,898 | -5.1% | Q3 2026 | Oct 16, 2026 |
| Markowski Investments | History | Added to | 486,971 | 12,773 | 2.85% | 2.84% | 44 | +15,648 | 3.32% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 455,538 | 12,477 | 0.41% | 0.41% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 470,420 | 12,339 | 0.09% | 0.07% | 46 | +163,171 | 53.11% | Q3 2026 | Oct 16, 2026 |
| Souders Financial Advisors | History | Added to | 454,843 | 11,930 | 1.16% | 1.22% | 47 | +12,545 | 2.84% | Q3 2026 | Nov 03, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 451,485 | 11,846 | 2.44% | 2.82% | 48 | -26,983 | -5.64% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 422,630 | 11,550 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 440,128 | 11,548 | 4.72% | 4.61% | 50 | +48,306 | 12.33% | Q3 2026 | Oct 28, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 415,111 | 11,344 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 412,825 | 11,282 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 428,738 | 11,245 | 0.99% | 1.04% | 53 | +6,187 | 1.46% | Q3 2026 | Oct 16, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 420,811 | 11,037 | 2.55% | 2.57% | 54 | +5,662 | 1.36% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 397,373 | 10,860 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 382,360 | 10,459 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 396,200 | 10,392 | 1.58% | 1.64% | 57 | +2,537 | 0.64% | Q3 2026 | Oct 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 368,318 | 10,066 | 0.36% | 0.36% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFS Advisors, LLC | History | New | 362,907 | 9,519 | 2.87% | — | 59 | +362,907 | New | Q3 2026 | Oct 14, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 354,197 | 9,290 | 4.08% | 4.06% | 60 | +30,524 | 9.43% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 337,767 | 9,231 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 341,531 | 8,958 | 2.16% | 2.08% | 62 | +31,938 | 10.32% | Q3 2026 | Oct 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 323,447 | 8,839 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Skyline Advisors, Inc. | History | Added to | 333,196 | 8,739 | 2.72% | 2.69% | 64 | +19,836 | 6.33% | Q3 2026 | Nov 03, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 325,153 | 8,528 | 4.17% | 4.25% | 65 | +8,367 | 2.64% | Q3 2026 | Oct 14, 2026 |
| CITIGROUP INC | History | Added to | 322,374 | 8,455 | 0.0% | 0.0% | 66 | +206,650 | 178.57% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 297,020 | 8,117 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BNB Wealth Management, LLC | History | Added to | 300,195 | 7,874 | 4.34% | 4.42% | 68 | +4,036 | 1.36% | Q3 2026 | Oct 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 285,554 | 7,804 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 282,400 | 7,717 | 1.6% | 1.6% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 293,376 | 7,695 | 2.75% | 3.33% | 71 | -75,888 | -20.55% | Q3 2026 | Nov 02, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 290,946 | 7,634 | 6.87% | 6.42% | 72 | +32,318 | 12.5% | Q3 2026 | Oct 20, 2026 |
| Merit Financial Group, LLC | History | No change | 277,677 | 7,588 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Troutman Wealth Management, LLC | History | No change | 269,059 | 7,353 | 5.66% | 5.66% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 268,461 | 7,337 | 4.62% | 4.62% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 265,625 | 7,259 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 269,274 | 7,063 | 0.07% | 0.06% | 77 | +36,411 | 15.64% | Q3 2026 | Oct 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 256,593 | 7,012 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 256,499 | 7,010 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 263,314 | 6,906 | 0.01% | 0.0% | 80 | +111,231 | 73.14% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 245,446 | 6,708 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 227,854 | 6,227 | 0.18% | 0.18% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 218,950 | 5,983 | 1.07% | 1.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 215,533 | 5,890 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 218,126 | 5,721 | 0.53% | 0.52% | 85 | +15,649 | 7.73% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 208,913 | 5,709 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 208,266 | 5,692 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 206,345 | 5,639 | 0.34% | 0.34% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LCW Services, LLC | History | Added to | 210,700 | 5,526 | 2.31% | 2.38% | 89 | +10,917 | 5.46% | Q3 2026 | Oct 21, 2026 |
| Vigil Wealth Management, LLC | History | No change | 201,042 | 5,494 | 3.92% | 3.92% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 190,720 | 5,212 | 0.32% | 0.32% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 194,702 | 5,107 | 0.03% | 0.02% | 92 | +19,795 | 11.32% | Q3 2026 | Oct 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 193,197 | 5,067 | 1.18% | 1.29% | 93 | -10,523 | -5.17% | Q3 2026 | Oct 29, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 184,511 | 5,042 | 4.35% | 4.35% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 190,745 | 5,003 | 3.28% | 3.41% | 95 | +5,379 | 2.9% | Q3 2026 | Oct 06, 2026 |
| ASSETMARK, INC | History | Added to | 184,393 | 4,836 | 0.01% | 0.01% | 96 | +17,919 | 10.76% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 172,912 | 4,725 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 172,813 | 4,722 | 0.32% | 0.32% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 173,716 | 4,556 | 1.39% | 1.97% | 99 | +15,950 | 10.11% | Q3 2026 | Oct 08, 2026 |
| LongView Wealth Management | History | Added to | 170,430 | 4,470 | 1.08% | 1.12% | 100 | +10,195 | 6.36% | Q3 2026 | Oct 19, 2026 |
| Mutual Advisors, LLC | History | No change | 163,201 | 4,460 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 165,358 | 4,337 | 0.07% | 0.05% | 102 | +19,308 | 13.22% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 156,412 | 4,274 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 162,426 | 4,260 | 3.23% | 3.03% | 104 | +17,311 | 11.93% | Q3 2026 | Oct 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 157,426 | 4,129 | 1.39% | 1.34% | 105 | +18,048 | 12.95% | Q3 2026 | Oct 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 151,048 | 4,128 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steelhead Wealth Management LLC | History | No change | 147,429 | 4,029 | 1.62% | 1.62% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 145,450 | 3,975 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 151,380 | 3,970 | 0.11% | 0.1% | 109 | +21,744 | 16.77% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 144,247 | 3,950 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 142,560 | 3,896 | 1.07% | 1.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 143,907 | 3,774 | 0.02% | 0.02% | 112 | +7,003 | 5.12% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Added to | 143,333 | 3,759 | 0.04% | 0.02% | 113 | +59,410 | 70.79% | Q3 2026 | Oct 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 136,642 | 3,584 | 0.14% | 0.08% | 114 | +79,570 | 139.42% | Q3 2026 | Oct 13, 2026 |
| Keystone Financial Services, LLC | History | No change | 128,392 | 3,508 | 2.11% | 2.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Alliance LLC | History | Added to | 132,674 | 3,480 | 0.26% | 0.24% | 116 | +3,284 | 2.54% | Q3 2026 | Oct 13, 2026 |
| PFG Advisors | History | Added to | 131,974 | 3,461 | 0.18% | 0.18% | 117 | +2,775 | 2.15% | Q3 2026 | Oct 15, 2026 |
| Schuylkill Financial LLC | History | Added to | 129,526 | 3,397 | 3.33% | 3.14% | 118 | +5,135 | 4.13% | Q3 2026 | Oct 21, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 123,838 | 3,248 | 1.96% | 1.85% | 119 | +14,829 | 13.6% | Q3 2026 | Oct 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 117,750 | 3,218 | 0.21% | 0.21% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 121,934 | 3,198 | 0.1% | 0.12% | 121 | -12,073 | -9.01% | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 120,153 | 3,151 | 0.34% | 0.38% | 122 | +4,246 | 3.66% | Q3 2026 | Oct 30, 2026 |
| CLG LLC | History | Added to | 119,243 | 3,127 | 0.65% | 0.63% | 123 | +14,711 | 14.07% | Q3 2026 | Oct 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 113,724 | 3,108 | 0.75% | 0.75% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 113,707 | 3,107 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 115,938 | 3,041 | 1.71% | 2.1% | 126 | -327 | -0.28% | Q3 2026 | Oct 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 115,435 | 3,027 | 1.19% | 1.07% | 127 | +17,943 | 18.4% | Q3 2026 | Oct 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 114,236 | 2,996 | 0.08% | 0.08% | 128 | +10,916 | 10.57% | Q3 2026 | Oct 07, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 114,148 | 2,994 | 1.7% | 1.79% | 129 | -1,410 | -1.22% | Q3 2026 | Nov 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 112,627 | 2,954 | 0.05% | 0.01% | 130 | +95,946 | 575.18% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 108,077 | 2,953 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 111,090 | 2,913 | 0.05% | 0.05% | 132 | -800 | -0.71% | Q3 2026 | Oct 28, 2026 |
| Cadent Capital Advisors, LLC | History | New | 107,055 | 2,808 | 0.6% | — | 133 | +107,055 | New | Q3 2026 | Oct 09, 2026 |
| MAI Capital Management | History | No change | 102,695 | 2,806 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 105,658 | 2,771 | 2.22% | 2.47% | 135 | -1,244 | -1.16% | Q3 2026 | Oct 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 101,369 | 2,770 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 99,386 | 2,716 | 2.26% | 2.26% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 5T Wealth, LLC | History | No change | 99,042 | 2,706 | 1.01% | 1.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 97,908 | 2,675 | 1.24% | 1.24% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 95,973 | 2,622 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rubicon Advisors, GP | History | Reduced | 99,717 | 2,615 | 1.82% | 2.11% | 141 | -6,117 | -5.78% | Q3 2026 | Oct 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 94,215 | 2,574 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | Added to | 97,954 | 2,569 | 1.04% | 0.98% | 143 | +5,328 | 5.75% | Q3 2026 | Oct 28, 2026 |
| Saiph Capital, LLC | History | No change | 90,708 | 2,479 | 0.74% | 0.74% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 94,391 | 2,475 | 0.48% | 0.92% | 145 | -78,225 | -45.32% | Q3 2026 | Oct 26, 2026 |
| Jacobi Capital Management LLC | History | No change | 87,259 | 2,384 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Added to | 90,831 | 2,382 | 0.07% | 0.05% | 147 | +28,350 | 45.37% | Q3 2026 | Oct 30, 2026 |
| Cottage Street Advisors LLC | History | Added to | 90,732 | 2,379 | 0.91% | 0.74% | 148 | +20,995 | 30.11% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84,960 | 2,321 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 84,229 | 2,301 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MFA Wealth Services | History | Added to | 85,676 | 2,247 | 1.33% | 1.26% | 151 | +8,303 | 10.73% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 81,047 | 2,215 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 79,511 | 2,173 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | No change | 78,121 | 2,135 | 1.75% | 1.75% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Advisors, LLC | History | No change | 76,484 | 2,090 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 78,488 | 2,058 | 0.24% | 0.25% | 156 | +964 | 1.24% | Q3 2026 | Oct 19, 2026 |
| SK Wealth Management, LLC | History | No change | 75,907 | 2,056 | 0.46% | 0.46% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 73,348 | 2,004 | 0.49% | 0.49% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 71,736 | 1,960 | 0.19% | 0.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 70,537 | 1,920 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Reduced | 71,548 | 1,876 | 0.19% | 0.4% | 161 | -73,508 | -50.68% | Q3 2026 | Oct 19, 2026 |
| ProCore Advisors, LLC | History | Reduced | 71,538 | 1,876 | 2.28% | 2.42% | 162 | -97 | -0.14% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 71,295 | 1,870 | 0.05% | 0.04% | 163 | +8,444 | 13.43% | Q3 2026 | Oct 22, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 70,878 | 1,864 | 0.27% | 0.27% | 164 | +7,743 | 12.26% | Q3 2026 | Oct 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,634 | 1,853 | 0.11% | 0.13% | 165 | -11,010 | -13.49% | Q3 2026 | Nov 02, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 69,312 | 1,818 | 0.57% | 0.64% | 166 | +1,137 | 1.67% | Q3 2026 | Nov 02, 2026 |
| World Investment Advisors | History | No change | 66,625 | 1,814 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 64,336 | 1,758 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 64,035 | 1,750 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 65,500 | 1,718 | 0.26% | 0.25% | 170 | +5,878 | 9.86% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 59,476 | 1,625 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Element Wealth, LLC | History | No change | 58,326 | 1,594 | 0.6% | 0.6% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 59,418 | 1,571 | 0.02% | 0.02% | 173 | +9,823 | 19.81% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 59,418 | 1,571 | 0.02% | 0.02% | 174 | +9,823 | 19.81% | Q3 2026 | Oct 20, 2026 |
| Michael Brady & Co., LLC | History | Added to | 59,216 | 1,553 | 1.41% | 1.35% | 175 | +3,265 | 5.84% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,549 | 1,535 | 0.01% | 0.01% | 176 | +24,563 | 72.27% | Q3 2026 | Oct 08, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 58,020 | 1,521 | 0.94% | 0.9% | 177 | +5,475 | 10.42% | Q3 2026 | Oct 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 56,920 | 1,492 | 0.45% | 0.52% | 178 | -2,702 | -4.53% | Q3 2026 | Oct 19, 2026 |
| Hopwood Nicholas Hunter | History | No change | 54,043 | 1,476 | 0.4% | 0.4% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 56,156 | 1,472 | 1.0% | 2.27% | 180 | -65,688 | -53.91% | Q3 2026 | Oct 09, 2026 |
| 9823 Capital, L.P. | History | No change | 53,210 | 1,454 | 0.98% | 0.98% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 54,434 | 1,427 | 0.11% | 0.05% | 182 | +30,844 | 130.75% | Q3 2026 | Oct 01, 2026 |
| Bank of New York Mellon Corp | History | No change | 49,595 | 1,355 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 49,370 | 1,349 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 49,250 | 1,346 | 0.74% | 0.74% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 50,890 | 1,334 | 0.01% | 0.02% | 186 | -18,928 | -27.11% | Q3 2026 | Oct 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 50,839 | 1,333 | 0.07% | 0.07% | 187 | +1,122 | 2.26% | Q3 2026 | Oct 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 50,643 | 1,328 | 0.05% | 0.03% | 188 | +18,068 | 55.47% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 47,618 | 1,301 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 49,461 | 1,297 | 0.1% | 0.1% | 190 | +2,003 | 4.22% | Q3 2026 | Oct 20, 2026 |
| Sovran Advisors, LLC | History | Reduced | 48,867 | 1,297 | 0.09% | 0.1% | 191 | -1,599 | -3.17% | Q3 2026 | Oct 30, 2026 |
| Focus Partners Wealth | History | No change | 47,120 | 1,287 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 48,845 | 1,281 | 0.01% | 0.02% | 193 | +2,630 | 5.69% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Added to | 47,901 | 1,256 | 0.02% | 0.0% | 194 | +41,560 | 655.42% | Q3 2026 | Oct 16, 2026 |
| Gotham Asset Management, LLC | History | No change | 45,238 | 1,236 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 46,760 | 1,226 | 0.02% | 0.02% | 196 | +5,169 | 12.43% | Q3 2026 | Nov 04, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 46,021 | 1,207 | 0.1% | 0.09% | 197 | +4,348 | 10.43% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 46,021 | 1,207 | 0.13% | 0.13% | 198 | +4,348 | 10.43% | Q3 2026 | Oct 28, 2026 |
| Burford Brothers, Inc. | History | Added to | 46,006 | 1,206 | 0.44% | 0.31% | 199 | +15,052 | 48.63% | Q3 2026 | Oct 21, 2026 |
| Capital Analysts, LLC | History | No change | 43,462 | 1,188 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 42,865 | 1,171 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kachkovsky & Fisher, Inc. | History | Added to | 41,729 | 1,094 | 1.0% | 1.08% | 202 | +809 | 1.98% | Q3 2026 | Oct 21, 2026 |
| Trilogy Capital Inc. | History | Added to | 39,998 | 1,049 | 0.04% | 0.04% | 203 | +32 | 0.08% | Q3 2026 | Oct 20, 2026 |
| Trademark Financial Management, LLC | History | Added to | 39,458 | 1,034 | 0.42% | 0.43% | 204 | +1,460 | 3.84% | Q3 2026 | Oct 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 39,340 | 1,031 | 0.58% | 0.55% | 205 | +4,087 | 11.59% | Q3 2026 | Oct 08, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 36,451 | 996 | 0.31% | 0.31% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 37,316 | 978 | 0.05% | 0.03% | 207 | +3,043 | 8.88% | Q3 2026 | Nov 03, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 37,289 | 978 | 0.44% | 0.5% | 208 | -1,404 | -3.63% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 36,839 | 966 | 0.03% | 0.03% | 209 | -4,342 | -10.54% | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 35,046 | 957 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 34,527 | 943 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 35,388 | 934 | 0.15% | 0.14% | 212 | +1,836 | 5.47% | Q3 2026 | Nov 03, 2026 |
| Balboa Wealth Partners | History | Added to | 34,630 | 908 | 0.12% | 0.13% | 213 | +841 | 2.49% | Q3 2026 | Oct 20, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 32,889 | 862 | 0.24% | 0.28% | 214 | -2,215 | -6.31% | Q3 2026 | Oct 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,471 | 851 | 0.02% | 0.02% | 215 | +432 | 1.35% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 30,900 | 844 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 31,238 | 819 | 0.35% | 0.39% | 217 | +138 | 0.44% | Q3 2026 | Oct 22, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 30,742 | 806 | 0.43% | 0.35% | 218 | +8,782 | 39.99% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 30,556 | 801 | 0.01% | 0.01% | 219 | -149 | -0.49% | Q3 2026 | Nov 03, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 29,931 | 785 | 0.29% | 0.4% | 220 | -4,741 | -13.67% | Q3 2026 | Oct 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 28,590 | 781 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | No change | 28,270 | 772 | 0.17% | 0.17% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 28,081 | 767 | 0.35% | 0.35% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 27,479 | 750 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 28,447 | 746 | 0.01% | 0.01% | 225 | -7,901 | -21.74% | Q3 2026 | Oct 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 27,194 | 743 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 27,838 | 730 | 0.01% | 0.01% | 227 | +5,865 | 26.69% | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | New | 26,272 | 701 | 0.03% | — | 228 | +26,272 | New | Q3 2026 | Nov 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 26,095 | 684 | 0.04% | 0.05% | 229 | -3,783 | -12.66% | Q3 2026 | Oct 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 25,826 | 677 | 0.07% | 0.07% | 230 | -775 | -2.91% | Q3 2026 | Oct 29, 2026 |
| CVFG LLC | History | No change | 24,323 | 664 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAP Partners, LLC | History | Added to | 24,538 | 643 | 0.29% | 0.31% | 232 | +1,053 | 4.48% | Q3 2026 | Oct 19, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 24,333 | 638 | 0.19% | 0.13% | 233 | +7,822 | 47.37% | Q3 2026 | Oct 26, 2026 |
| Signature Equity Partners, LLC | History | Added to | 24,231 | 635 | 0.22% | 0.01% | 234 | +23,714 | 4586.85% | Q3 2026 | Oct 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 23,526 | 617 | 0.07% | 0.06% | 235 | +4,377 | 22.86% | Q3 2026 | Oct 13, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 23,355 | 612 | 0.05% | 0.07% | 236 | -770 | -3.19% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 22,287 | 609 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,293 | 609 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 22,974 | 602 | 0.01% | 0.01% | 239 | +4,698 | 25.71% | Q3 2026 | Oct 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 21,859 | 597 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFC Planning, Inc. | History | No change | 21,520 | 588 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Clearwave Capital, LLC | History | Added to | 22,367 | 586 | 0.31% | 0.33% | 242 | +352 | 1.6% | Q3 2026 | Oct 27, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 22,311 | 585 | 0.3% | 0.31% | 243 | +775 | 3.6% | Q3 2026 | Oct 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 21,204 | 579 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Planning LLC | History | Added to | 21,760 | 570 | 0.15% | 0.17% | 245 | +98 | 0.45% | Q3 2026 | Oct 09, 2026 |
| Cooper Financial Group | History | Added to | 21,424 | 561 | 0.04% | 0.05% | 246 | +340 | 1.61% | Q3 2026 | Oct 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,319 | 559 | 0.11% | 0.11% | 248 | +591 | 2.85% | Q3 2026 | Oct 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 20,469 | 559 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 20,400 | 557 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurdan Capital Management, LLC | History | No change | 20,302 | 554 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merited Wealth, LLC | History | Reduced | 20,970 | 550 | 0.38% | 0.57% | 251 | -8,318 | -28.4% | Q3 2026 | Oct 13, 2026 |
| GWN SECURITIES INC. | History | No change | 19,645 | 536 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 19,582 | 535 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | No change | 19,047 | 520 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Milestone Investment Advisors LLC | History | No change | 18,780 | 513 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 19,004 | 498 | 0.02% | 0.03% | 256 | -997 | -4.98% | Q3 2026 | Nov 04, 2026 |
| LexAurum Advisors, LLC | History | Added to | 18,907 | 495 | 0.06% | 0.06% | 258 | +312 | 1.68% | Q3 2026 | Oct 19, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 18,131 | 495 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | Added to | 18,815 | 493 | 0.07% | 0.07% | 259 | +725 | 4.01% | Q3 2026 | Oct 29, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 18,754 | 491 | 0.08% | 0.09% | 260 | -456 | -2.37% | Q3 2026 | Nov 02, 2026 |
| Sigma Planning Corp | History | Reduced | 18,543 | 490 | 0.01% | 0.02% | 261 | -15,572 | -45.65% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,921 | 489 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 18,636 | 488 | 0.02% | — | 263 | +18,636 | New | Q3 2026 | Oct 21, 2026 |
| Continuum Advisory, LLC | History | No change | 16,916 | 462 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestate Advisors LLC | History | Added to | 17,362 | 455 | 0.35% | 0.35% | 265 | +203 | 1.18% | Q3 2026 | Oct 09, 2026 |
| Moors & Cabot, Inc. | History | No change | 15,811 | 432 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 16,299 | 427 | 0.03% | — | 268 | +16,299 | New | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,650 | 427 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 15,087 | 412 | 0.09% | 0.09% | 269 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,621 | 409 | 0.0% | 0.0% | 270 | +7,824 | 100.35% | Q3 2026 | Oct 26, 2026 |
| Global Financial Private Client, LLC | History | No change | 15,607 | 409 | 0.11% | 0.12% | 271 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,711 | 402 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,005 | 393 | 0.01% | 0.01% | 273 | +206 | 1.39% | Q3 2026 | Oct 08, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 14,980 | 392 | 0.12% | 0.08% | 274 | +4,504 | 42.99% | Q3 2026 | Oct 08, 2026 |
| Advyzon Investment Management, LLC | History | No change | 14,290 | 390 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 14,722 | 386 | 0.09% | 0.07% | 276 | +4,532 | 44.47% | Q3 2026 | Nov 03, 2026 |
| WARNER FINANCIAL, INC | History | No change | 14,084 | 384 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vantus Wealth LLC | History | No change | 13,994 | 382 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | No change | 13,639 | 372 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,713 | 359 | 0.01% | 0.01% | 280 | +183 | 1.35% | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,660 | 358 | 0.02% | 0.02% | 281 | +4,489 | 48.95% | Q3 2026 | Oct 08, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 13,650 | 358 | 0.38% | 0.38% | 282 | +750 | 5.81% | Q3 2026 | Oct 08, 2026 |
| Summit Global Investments | History | Reduced | 13,129 | 344 | 0.02% | 0.02% | 283 | -946 | -6.72% | Q3 2026 | Oct 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 13,041 | 342 | 0.01% | 0.01% | 284 | -3,584 | -21.56% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,799 | 337 | 0.02% | 0.01% | 285 | +6,321 | 97.58% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 12,307 | 336 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 12,779 | 335 | 0.0% | 0.0% | 287 | -91 | -0.71% | Q3 2026 | Oct 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,670 | 332 | 0.03% | 0.02% | 288 | -85 | -0.67% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 12,635 | 331 | 0.01% | 0.01% | 289 | +2,799 | 28.46% | Q3 2026 | Nov 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 12,012 | 328 | 0.22% | 0.22% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | Reduced | 12,412 | 325 | 0.0% | 0.01% | 291 | -3,926 | -24.03% | Q3 2026 | Oct 28, 2026 |
| Klingman & Associates, LLC | History | No change | 12,381 | 324 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Keystone Financial Group | History | No change | 11,820 | 323 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,295 | 322 | 0.01% | 0.01% | 294 | +1,925 | 18.56% | Q3 2026 | Oct 08, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 12,228 | 320 | 0.04% | 0.05% | 295 | -2,942 | -19.39% | Q3 2026 | Oct 08, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 11,605 | 317 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| January Capital Advisors LLC | History | No change | 11,539 | 315 | 0.26% | 0.26% | 297 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,978 | 314 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| National Wealth Management Group, LLC | History | New | 11,819 | 310 | 0.09% | — | 300 | +11,819 | New | Q3 2026 | Oct 26, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 11,359 | 310 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |