Capital Group Fixed Income ETF Trust - CGMU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 46,714,705 | 1,268,304 | 0.3% | 0.2% | 1 | +386,195 | 0.83% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,842,029 | 348,661 | 0.09% | 0.09% | 2 | +1,771,136 | 16.0% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 10,320,797 | 280,209 | 0.02% | 0.01% | 3 | +1,329,117 | 14.78% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 10,156,841 | 275,758 | 0.07% | 0.05% | 4 | +3,400,219 | 50.32% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,763,507 | 237,929 | 0.15% | 0.13% | 5 | +1,167,135 | 15.36% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,517,389 | 204,097 | 0.04% | 0.02% | 6 | +2,775,287 | 58.52% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 4,877,693 | 132,429 | 0.14% | 0.12% | 7 | +720,377 | 17.33% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,376,873 | 118,832 | 0.02% | 0.02% | 8 | +344,103 | 8.53% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,950,778 | 107,302 | 0.05% | 0.04% | 9 | +1,704,591 | 75.89% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,948,502 | 80,051 | 0.11% | 0.09% | 10 | +350,637 | 13.5% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,826,031 | 76,726 | 0.02% | 0.02% | 11 | +894,760 | 46.33% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,319,575 | 62,977 | 0.09% | 0.09% | 12 | +103,959 | 4.69% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,096,208 | 56,912 | 0.15% | 0.14% | 13 | +193,325 | 10.16% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,092,376 | 56,808 | 0.05% | 0.05% | 14 | +57,858 | 2.84% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,060,914 | 55,953 | 0.16% | 0.16% | 15 | -316,098 | -13.3% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,696,201 | 46,051 | 0.0% | 0.0% | 16 | +924,704 | 119.86% | Q1 2026 | May 15, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,653,001 | 44,878 | 3.23% | 3.25% | 17 | +17,316 | 1.06% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,591,159 | 43,199 | 0.73% | 0.68% | 18 | +35,078 | 2.25% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,484,020 | 40,291 | 0.73% | 0.66% | 19 | +233,095 | 18.63% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,352,529 | 36,721 | 0.01% | 0.01% | 20 | +199,108 | 17.26% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,308,427 | 35,523 | 0.39% | 0.42% | 21 | +158,468 | 13.78% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,267,444 | 34,411 | 1.55% | 1.25% | 22 | +242,503 | 23.66% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Added to | 1,254,071 | 34,048 | 0.07% | 0.07% | 23 | +46,221 | 3.83% | Q1 2026 | May 06, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,118,256 | 30,360 | 1.18% | 1.27% | 24 | +280 | 0.03% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,011,074 | 27,450 | 0.15% | 0.14% | 25 | +265,332 | 35.58% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 973,990 | 26,414 | 0.0% | 0.0% | 26 | +393,654 | 67.83% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 965,276 | 26,207 | 0.02% | 0.02% | 27 | +191,566 | 24.76% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 958,464 | 26,022 | 0.68% | 0.34% | 28 | +525,665 | 121.46% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 908,634 | 24,669 | 0.12% | 0.11% | 29 | +66,807 | 7.94% | Q1 2026 | Apr 24, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 906,147 | 24,601 | 1.34% | 1.27% | 30 | +95,735 | 11.81% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 823,537 | 22,359 | 0.03% | 0.01% | 31 | +459,799 | 126.41% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 820,211 | 22,241 | 5.0% | 4.8% | 32 | +71,354 | 9.53% | Q1 2026 | May 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 799,082 | 21,695 | 0.05% | 0.04% | 33 | +110,718 | 16.08% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 765,238 | 20,776 | 0.03% | 0.02% | 34 | +278,564 | 57.24% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 760,381 | 20,644 | 0.66% | 0.59% | 35 | +110,700 | 17.04% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 687,105 | 18,654 | 0.16% | 0.13% | 36 | +30,527 | 4.65% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 647,849 | 17,589 | 0.0% | 0.0% | 37 | +25,922 | 4.17% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 608,109 | 16,510 | 0.06% | 0.02% | 38 | +436,307 | 253.96% | Q1 2026 | Apr 30, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 559,824 | 15,202 | 2.01% | 1.83% | 39 | +59,912 | 11.98% | Q1 2026 | Apr 27, 2026 |
| Clear Trail Advisors, LLC | History | New | 512,183 | 13,905 | 2.32% | — | 40 | +512,183 | New | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 498,585 | 13,536 | 0.2% | 0.19% | 41 | +60,595 | 13.83% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 494,950 | 13,437 | 0.07% | — | 42 | +494,950 | New | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 479,150 | 13,119 | 2.78% | 2.78% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 453,277 | 12,306 | 4.17% | 4.01% | 44 | +10,106 | 2.28% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 450,132 | 12,221 | 0.15% | 0.15% | 45 | +19,709 | 4.58% | Q1 2026 | Apr 20, 2026 |
| EnRich Financial Partners LLC | History | Added to | 405,604 | 11,012 | 2.92% | 2.93% | 46 | +13,423 | 3.42% | Q1 2026 | May 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 396,290 | 10,759 | 4.49% | 4.14% | 47 | +36,841 | 10.25% | Q1 2026 | Apr 07, 2026 |
| RMR Wealth Builders | History | Added to | 385,597 | 10,484 | 0.83% | 0.74% | 48 | +47,706 | 14.12% | Q1 2026 | Apr 22, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 355,990 | 9,665 | 3.47% | 3.38% | 49 | +4,724 | 1.34% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 354,536 | 9,625 | 0.05% | 0.05% | 50 | +7,507 | 2.16% | Q1 2026 | May 15, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 349,684 | 9,493 | 6.42% | 6.21% | 51 | +17,277 | 5.2% | Q1 2026 | Apr 30, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 340,188 | 9,236 | 3.68% | 3.99% | 52 | -5,020 | -1.45% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 338,896 | 9,201 | 0.01% | 0.01% | 53 | +14,727 | 4.54% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 334,759 | 9,088 | 0.09% | 0.09% | 54 | +41,002 | 13.96% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 327,750 | 8,898 | 0.73% | 0.75% | 55 | +8,054 | 2.52% | Q1 2026 | Apr 08, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 326,554 | 8,865 | 5.86% | 4.28% | 56 | +95,035 | 41.05% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 321,164 | 8,719 | 0.49% | 0.5% | 57 | +4,165 | 1.31% | Q1 2026 | May 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 313,043 | 8,499 | 5.28% | 4.87% | 58 | +29,886 | 10.55% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 309,986 | 8,416 | 0.52% | 0.54% | 59 | +5,570 | 1.83% | Q1 2026 | Apr 27, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 303,914 | 8,318 | 4.87% | 5.04% | 60 | +33,234 | 12.28% | Q1 2026 | May 11, 2026 |
| Michael Brady & Co., LLC | History | Added to | 295,546 | 8,024 | 8.06% | 7.45% | 61 | +22,789 | 8.36% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 285,973 | 7,764 | 0.0% | — | 62 | +285,973 | New | Q1 2026 | May 13, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 282,765 | 7,677 | 2.1% | 1.66% | 63 | +127,249 | 81.82% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 279,584 | 7,590 | 0.04% | 0.03% | 64 | -20,457 | -6.82% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 275,776 | 7,487 | 0.1% | 0.04% | 65 | +167,282 | 154.19% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Added to | 274,283 | 7,224 | 0.61% | 0.03% | 66 | +258,233 | 1608.93% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 259,511 | 7,045 | 1.33% | 1.34% | 67 | +2,342 | 0.91% | Q1 2026 | Apr 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 254,209 | 6,901 | 0.31% | 0.26% | 68 | +44,445 | 21.19% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 253,201 | 6,874 | 0.13% | 0.12% | 69 | +38,420 | 17.89% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 247,569 | 6,721 | 0.01% | 0.01% | 70 | -15,610 | -5.93% | Q1 2026 | May 14, 2026 |
| Envision Financial Planning, LLC | History | Added to | 242,502 | 6,583 | 2.38% | 2.36% | 71 | +14,571 | 6.39% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 231,583 | 6,287 | 0.15% | 0.14% | 72 | +17,244 | 8.05% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 230,602 | 6,260 | 0.16% | 0.16% | 73 | +10,314 | 4.68% | Q1 2026 | Apr 07, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 224,736 | 6,142 | 4.89% | 4.93% | 74 | +10,035 | 4.67% | Q1 2026 | May 14, 2026 |
| IMPACTfolio, LLC | History | New | 211,614 | 5,745 | 2.44% | — | 75 | +211,614 | New | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 205,396 | 5,576 | 0.09% | 0.09% | 76 | +8,886 | 4.52% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 202,761 | 5,504 | 0.56% | 0.46% | 77 | +48,482 | 31.42% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,030 | 5,341 | 0.01% | 0.01% | 78 | -6,158 | -3.05% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 188,062 | 5,105 | 0.11% | 0.1% | 79 | +14,215 | 8.18% | Q1 2026 | May 01, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 187,936 | 5,102 | 2.98% | 2.94% | 80 | +6,256 | 3.44% | Q1 2026 | May 01, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 185,115 | 5,025 | 1.93% | 1.73% | 81 | +21,030 | 12.82% | Q1 2026 | Apr 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 180,439 | 4,898 | 0.76% | 0.7% | 82 | +23,002 | 14.61% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 179,894 | 4,884 | 0.03% | 0.01% | 83 | +93,842 | 109.05% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 179,646 | 4,877 | 1.15% | 1.05% | 84 | +20,985 | 13.23% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 170,761 | 4,636 | 0.04% | 0.04% | 85 | +17,047 | 11.09% | Q1 2026 | Apr 07, 2026 |
| Capital Planning LLC | History | Reduced | 169,086 | 4,590 | 1.49% | 1.38% | 86 | -10,355 | -5.77% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 166,632 | 4,524 | 0.01% | 0.01% | 87 | +1,684 | 1.02% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 164,456 | 4,464 | 0.05% | 0.03% | 88 | +55,711 | 51.23% | Q1 2026 | May 05, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 164,347 | 4,462 | 1.56% | 1.57% | 89 | -7,615 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 158,272 | 4,297 | 0.02% | 0.02% | 90 | +43,019 | 37.33% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 155,967 | 4,270 | 0.03% | 0.02% | 91 | +43,363 | 38.51% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 157,131 | 4,266 | 0.01% | — | 92 | +157,131 | New | Q1 2026 | May 01, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 153,959 | 4,179 | 0.34% | 0.33% | 93 | +10 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 152,954 | 4,152 | 0.37% | 0.47% | 94 | +3,652 | 2.45% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 151,580 | 4,115 | 0.11% | 0.04% | 95 | +85,419 | 129.11% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 150,736 | 4,092 | 0.16% | 0.12% | 96 | +111,637 | 285.52% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 149,213 | 4,051 | 0.25% | 0.15% | 97 | +58,473 | 64.44% | Q1 2026 | Apr 07, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 148,974 | 4,044 | 0.53% | — | 98 | +148,974 | New | Q1 2026 | May 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 148,327 | 4,027 | 1.08% | 1.2% | 99 | +33,594 | 29.28% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 146,616 | 3,980 | 0.06% | 0.06% | 100 | +2,107 | 1.46% | Q1 2026 | Apr 14, 2026 |
| Leverty Financial Group, LLC | History | Added to | 144,166 | 3,914 | 0.87% | 0.47% | 101 | +72,012 | 99.8% | Q1 2026 | Apr 09, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 142,441 | 3,867 | 1.42% | 1.39% | 102 | +4,185 | 3.03% | Q1 2026 | Apr 17, 2026 |
| LongView Wealth Management | History | Added to | 138,664 | 3,802 | 0.96% | 0.67% | 103 | +38,134 | 37.93% | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 136,802 | 3,714 | 0.41% | 0.15% | 104 | +86,612 | 172.57% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 136,577 | 3,708 | 0.19% | 0.17% | 105 | +16,890 | 14.11% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 129,574 | 3,547 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 129,012 | 3,502 | 0.3% | 0.13% | 107 | +70,960 | 122.24% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 128,786 | 3,496 | 0.21% | 0.18% | 108 | +26,540 | 25.96% | Q1 2026 | Apr 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 123,709 | 3,358 | 0.5% | 0.38% | 109 | +29,128 | 30.8% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 122,711 | 3,331 | 0.04% | — | 110 | +122,711 | New | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, Inc. | History | No change | 120,000 | 3,258 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FWG Holdings, LLC | History | New | 113,686 | 3,096 | 1.17% | — | 112 | +113,686 | New | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 113,535 | 3,082 | 0.04% | 0.03% | 113 | +37,790 | 49.89% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 112,555 | 3,055 | 0.37% | 0.34% | 114 | +9,954 | 9.7% | Q1 2026 | May 05, 2026 |
| Platt Wealth Management LLC | History | Reduced | 112,471 | 3,053 | 2.98% | 3.22% | 115 | -6,000 | -5.06% | Q1 2026 | May 01, 2026 |
| StrongBox Wealth, LLC | History | New | 112,084 | 3,043 | 0.97% | — | 116 | +112,084 | New | Q1 2026 | May 08, 2026 |
| WNY Asset Management, LLC | History | New | 106,638 | 2,895 | 0.3% | — | 117 | +106,638 | New | Q1 2026 | May 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 105,231 | 2,857 | 0.98% | 0.89% | 118 | +12,340 | 13.28% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 102,011 | 2,793 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | New | 101,085 | 2,744 | 0.0% | — | 120 | +101,085 | New | Q1 2026 | May 05, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 100,373 | 2,725 | 1.36% | 1.01% | 121 | +27,791 | 38.29% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 98,208 | 2,666 | 0.22% | 0.23% | 122 | +6,490 | 7.08% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 97,596 | 2,649 | 0.19% | 0.19% | 123 | +5,624 | 6.11% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 97,197 | 2,638 | 0.01% | 0.01% | 124 | +28,299 | 41.07% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 97,143 | 2,637 | 0.04% | 0.04% | 125 | +22,177 | 29.58% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 96,341 | 2,615 | 0.03% | 0.02% | 126 | +25,015 | 35.07% | Q1 2026 | May 01, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 95,869 | 2,602 | 1.05% | 1.25% | 127 | -10,530 | -9.9% | Q1 2026 | Apr 24, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 95,691 | 2,598 | 0.6% | 0.58% | 128 | +3,050 | 3.29% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 94,875 | 2,580 | 0.04% | 0.07% | 129 | -35,580 | -27.27% | Q1 2026 | May 14, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 91,842 | 2,493 | 1.62% | — | 130 | +91,842 | New | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 88,458 | 2,401 | 0.04% | 0.07% | 131 | -30,957 | -25.92% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 87,762 | 2,382 | 0.85% | 0.85% | 132 | +1,932 | 2.25% | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 85,746 | 2,343 | 0.18% | 0.16% | 133 | +15,893 | 22.75% | Q1 2026 | May 01, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 84,470 | 2,301 | 0.95% | 0.91% | 134 | +5,221 | 6.59% | Q1 2026 | Apr 15, 2026 |
| Financial Council, LLC | History | Added to | 84,591 | 2,296 | 0.89% | 0.92% | 135 | +785 | 0.94% | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 83,781 | 2,274 | 0.44% | 0.38% | 136 | +15,774 | 23.19% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 81,472 | 2,211 | 0.09% | 0.05% | 137 | +33,283 | 69.07% | Q1 2026 | Apr 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 80,613 | 2,188 | 0.89% | 0.38% | 138 | +47,966 | 146.92% | Q1 2026 | Apr 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 78,857 | 2,140 | 0.28% | 0.28% | 139 | +3,801 | 5.06% | Q1 2026 | Apr 21, 2026 |
| Northwest Financial Advisors | History | Added to | 78,144 | 2,121 | 4.09% | 2.97% | 140 | +25,298 | 47.87% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 76,876 | 2,087 | 0.1% | 0.09% | 141 | +12,797 | 19.97% | Q1 2026 | Apr 23, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 75,686 | 2,054 | 0.7% | 0.71% | 142 | +544 | 0.72% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 74,420 | 2,020 | 0.11% | 0.12% | 143 | +3,485 | 4.91% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 73,758 | 2,002 | 0.0% | 0.0% | 144 | +31,214 | 73.37% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 72,826 | 1,977 | 0.03% | 0.04% | 145 | +2,284 | 3.24% | Q1 2026 | May 18, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 71,777 | 1,948 | 0.58% | 0.6% | 146 | +704 | 0.99% | Q1 2026 | Apr 21, 2026 |
| SteelPeak Wealth, LLC | History | New | 70,445 | 1,912 | 0.06% | — | 147 | +70,445 | New | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Added to | 69,172 | 1,878 | 0.22% | 0.21% | 148 | +3,311 | 5.03% | Q1 2026 | Apr 10, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 67,461 | 1,831 | 0.13% | 0.09% | 149 | +43,177 | 177.8% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 66,486 | 1,805 | 0.04% | 0.04% | 150 | +1,387 | 2.13% | Q1 2026 | May 04, 2026 |
| AA Financial Advisors, LLC | History | Added to | 66,400 | 1,802 | 0.25% | 0.33% | 151 | +1,482 | 2.28% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 64,855 | 1,760 | 0.07% | 0.07% | 152 | +184 | 0.28% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 64,713 | 1,757 | 0.0% | 0.0% | 153 | +3,385 | 5.52% | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 63,087 | 1,713 | 0.05% | 0.05% | 154 | +2,169 | 3.56% | Q1 2026 | Apr 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 61,681 | 1,674 | 1.31% | 0.62% | 155 | +34,862 | 129.99% | Q1 2026 | Apr 09, 2026 |
| Smith Thornton Advisors LLC | History | No change | 60,210 | 1,634 | 0.82% | 0.84% | 156 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Souders Financial Advisors | History | Added to | 59,558 | 1,617 | 0.18% | 0.17% | 157 | +5,166 | 9.5% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 59,505 | 1,615 | 0.06% | 0.04% | 158 | +28,404 | 91.33% | Q1 2026 | May 19, 2026 |
| CITADEL ADVISORS LLC | History | New | 58,266 | 1,581 | 0.0% | — | 159 | +58,266 | New | Q1 2026 | May 15, 2026 |
| Family Manage LLC | History | Added to | 58,018 | 1,575 | 0.19% | 0.09% | 160 | +30,696 | 112.35% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Added to | 57,706 | 1,566 | 0.21% | 0.2% | 161 | +2,289 | 4.13% | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 56,992 | 1,547 | 0.32% | 0.25% | 162 | +5,817 | 11.37% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 54,577 | 1,481 | 0.0% | 0.0% | 163 | +2,937 | 5.69% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,154 | 1,443 | 0.05% | 0.05% | 164 | +2,998 | 5.98% | Q1 2026 | Apr 28, 2026 |
| SK Wealth Management, LLC | History | Reduced | 51,712 | 1,408 | 0.39% | 0.42% | 165 | -2,307 | -4.27% | Q1 2026 | May 06, 2026 |
| Indivisible Partners | History | Added to | 51,138 | 1,388 | 0.12% | 0.15% | 166 | +1,975 | 4.02% | Q1 2026 | Apr 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 50,870 | 1,381 | 0.2% | 0.16% | 167 | +12,226 | 31.64% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 50,380 | 1,367 | 0.08% | 0.08% | 168 | +90 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 50,187 | 1,362 | 0.39% | 0.41% | 169 | +1,216 | 2.48% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Added to | 50,118 | 1,360 | 0.14% | 0.13% | 170 | +4,343 | 9.49% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 49,811 | 1,352 | 0.34% | 0.3% | 171 | +7,713 | 18.32% | Q1 2026 | Apr 09, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 49,055 | 1,331 | 0.56% | 0.65% | 172 | -2,166 | -4.23% | Q1 2026 | Apr 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 48,215 | 1,311 | 0.75% | 0.82% | 173 | +3,015 | 6.67% | Q1 2026 | Apr 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 45,354 | 1,231 | 0.54% | 0.49% | 174 | +9,418 | 26.21% | Q1 2026 | Apr 24, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 45,075 | 1,223 | 0.3% | 0.13% | 175 | +25,399 | 129.09% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 44,313 | 1,203 | 0.07% | 0.07% | 176 | +2,228 | 5.29% | Q1 2026 | May 12, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 43,875 | 1,191 | 0.35% | 0.34% | 177 | +2,601 | 6.3% | Q1 2026 | Apr 16, 2026 |
| Burton Enright Welch | History | Added to | 43,589 | 1,183 | 0.16% | 0.12% | 178 | +13,350 | 44.15% | Q1 2026 | May 01, 2026 |
| Entruity Wealth, LLC | History | Reduced | 43,091 | 1,169 | 0.79% | 0.85% | 179 | -396 | -0.91% | Q1 2026 | May 08, 2026 |
| COFG Advisors, LLC | History | Added to | 42,786 | 1,161 | 0.29% | 0.21% | 180 | +11,470 | 36.63% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 41,778 | 1,134 | 0.18% | 0.2% | 181 | +2,114 | 5.33% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 40,860 | 1,109 | 0.01% | 0.01% | 182 | +9,004 | 28.26% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 40,729 | 1,105 | 0.05% | 0.03% | 183 | +17,226 | 73.29% | Q1 2026 | May 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 38,461 | 1,044 | 0.29% | 0.25% | 184 | +1,486 | 4.02% | Q1 2026 | May 05, 2026 |
| Clarity Asset Management, Inc. | History | New | 38,420 | 1,043 | 0.53% | — | 185 | +38,420 | New | Q1 2026 | May 04, 2026 |
| KWB Wealth | History | No change | 37,534 | 1,027 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 36,010 | 977 | 0.03% | 0.03% | 187 | +7,837 | 27.82% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 35,525 | 964 | 0.05% | 0.04% | 188 | +8,070 | 29.39% | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 35,321 | 958 | 0.26% | 0.24% | 189 | +4,024 | 12.86% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 35,055 | 951 | 0.22% | 0.22% | 190 | +39 | 0.11% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 34,915 | 947 | 0.03% | 0.04% | 191 | -2,986 | -7.88% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 31,729 | 861 | 0.12% | — | 192 | +31,729 | New | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | New | 31,133 | 850 | 0.02% | — | 193 | +31,133 | New | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Reduced | 31,118 | 844 | 0.47% | 0.49% | 194 | -968 | -3.02% | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 30,150 | 818 | 0.22% | 0.09% | 195 | +17,755 | 143.24% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 30,084 | 816 | 0.07% | 0.07% | 196 | +433 | 1.46% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Added to | 29,913 | 812 | 0.03% | 0.02% | 197 | +4,859 | 19.39% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 29,848 | 810 | 0.02% | 0.01% | 198 | +16,567 | 124.74% | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Added to | 29,767 | 808 | 0.0% | 0.0% | 199 | +1,454 | 5.14% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 29,028 | 788 | 0.0% | 0.01% | 200 | -1,038 | -3.45% | Q1 2026 | May 05, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 28,362 | 770 | 0.4% | 0.16% | 201 | +17,361 | 157.81% | Q1 2026 | Apr 21, 2026 |
| January Capital Advisors LLC | History | New | 28,143 | 764 | 1.03% | — | 202 | +28,143 | New | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Added to | 27,565 | 748 | 0.02% | 0.02% | 203 | +988 | 3.72% | Q1 2026 | Apr 13, 2026 |
| Maia Wealth LLC | History | Added to | 27,470 | 745 | 0.13% | 0.12% | 204 | +2,695 | 10.88% | Q1 2026 | May 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 26,717 | 725 | 0.2% | 0.18% | 205 | +3,576 | 15.45% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 26,650 | 723 | 0.05% | 0.05% | 206 | +2,354 | 9.69% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 25,977 | 705 | 0.09% | 0.09% | 207 | +181 | 0.7% | Q1 2026 | Apr 09, 2026 |
| Wealth Group Ltd | History | New | 25,912 | 703 | 0.16% | — | 210 | +25,912 | New | Q1 2026 | Apr 10, 2026 |
| Capital Planning Advisors, LLC | History | No change | 25,925 | 703 | 0.1% | 0.09% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Marin | History | No change | 25,925 | 703 | 0.51% | 0.49% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 25,803 | 700 | 0.0% | — | 211 | +25,803 | New | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 24,946 | 677 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 24,414 | 662 | 0.15% | 0.12% | 213 | +4,223 | 20.92% | Q1 2026 | Apr 22, 2026 |
| ProCore Advisors, LLC | History | Added to | 23,755 | 644 | 0.99% | 0.35% | 215 | +11,435 | 92.82% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 23,746 | 644 | 0.07% | 0.07% | 214 | +1,691 | 7.67% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,406 | 635 | 0.03% | 0.03% | 216 | +669 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 23,124 | 627 | 0.02% | 0.02% | 217 | +1,354 | 6.22% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 22,844 | 620 | 0.05% | 0.03% | 218 | +10,506 | 85.15% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 22,394 | 608 | 0.03% | 0.02% | 219 | +9,194 | 69.65% | Q1 2026 | May 18, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 22,328 | 606 | 0.43% | 0.47% | 220 | -313 | -1.38% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,157 | 601 | 0.0% | 0.0% | 221 | +3,304 | 17.53% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,013 | 597 | 0.01% | 0.0% | 222 | +6,083 | 38.19% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | Added to | 21,900 | 594 | 0.19% | 0.14% | 223 | +7,200 | 48.98% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 21,590 | 586 | 0.0% | 0.01% | 224 | -200,759 | -90.29% | Q1 2026 | May 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 20,518 | 561 | 0.53% | 1.12% | 225 | -11,314 | -35.54% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | Added to | 20,499 | 556 | 0.25% | 0.25% | 226 | +69 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Carson Advisory Inc. | History | Added to | 20,298 | 551 | 0.29% | 0.19% | 227 | +6,566 | 47.82% | Q1 2026 | May 07, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 20,229 | 549 | 0.17% | 0.39% | 229 | -56,335 | -73.58% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,227 | 549 | 0.01% | 0.01% | 228 | +6,398 | 46.27% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 20,196 | 548 | 0.06% | 0.06% | 230 | -850 | -4.04% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,115 | 546 | 0.01% | 0.01% | 231 | +113 | 0.56% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 20,056 | 544 | 0.17% | 0.15% | 232 | +2,770 | 16.02% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 20,000 | 543 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 19,939 | 541 | 0.29% | 0.27% | 234 | +1,952 | 10.85% | Q1 2026 | Apr 10, 2026 |
| Greenline Wealth Management LLC | History | Added to | 19,580 | 531 | 0.61% | 0.47% | 236 | +3,063 | 18.54% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 19,578 | 531 | 0.02% | 0.02% | 235 | +46 | 0.24% | Q1 2026 | May 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 19,495 | 529 | 0.13% | 0.13% | 237 | +143 | 0.74% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,483 | 528 | 0.02% | 0.0% | 238 | +16,645 | 586.5% | Q1 2026 | Apr 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 19,462 | 528 | 0.24% | 0.2% | 239 | +3,340 | 20.72% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 19,027 | 516 | 0.0% | 0.0% | 240 | -1,004 | -5.01% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | No change | 18,984 | 515 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 18,264 | 495 | 0.01% | — | 242 | +18,264 | New | Q1 2026 | Apr 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 18,054 | 490 | 0.02% | 0.02% | 243 | -2,235 | -11.02% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 17,930 | 486 | 0.08% | 0.08% | 244 | +905 | 5.32% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,806 | 484 | 0.0% | 0.0% | 245 | +833 | 4.91% | Q1 2026 | Apr 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 17,702 | 480 | 0.01% | 0.0% | 247 | +6,074 | 52.24% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,714 | 480 | 0.04% | 0.04% | 246 | +17 | 0.1% | Q1 2026 | Apr 08, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 17,282 | 469 | 0.15% | 0.19% | 248 | -2,298 | -11.74% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 16,722 | 454 | 0.01% | 0.01% | 249 | +1,215 | 7.84% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 16,534 | 448 | 0.11% | 0.09% | 250 | +3,546 | 27.3% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | No change | 16,459 | 446 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 16,221 | 440 | 0.0% | 0.01% | 252 | -6,139 | -27.46% | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 16,215 | 440 | 0.24% | 0.25% | 253 | +614 | 3.94% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 15,526 | 421 | 0.05% | 0.04% | 254 | +2,481 | 19.02% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | New | 15,270 | 414 | 0.01% | — | 256 | +15,270 | New | Q1 2026 | May 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 15,266 | 414 | 0.11% | 0.14% | 255 | -3,428 | -18.34% | Q1 2026 | Apr 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 14,995 | 407 | 0.07% | — | 257 | +14,995 | New | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | No change | 14,852 | 403 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 14,648 | 401 | 0.01% | 0.01% | 259 | +6,206 | 73.51% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,769 | 400 | 0.0% | 0.0% | 260 | +1,713 | 13.12% | Q1 2026 | Apr 15, 2026 |
| M Wealth Management, LLC | History | Reduced | 14,502 | 393 | 0.33% | 0.35% | 261 | -86 | -0.59% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 13,891 | 377 | 0.02% | 0.02% | 262 | -1,228 | -8.12% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 13,433 | 364 | 0.0% | 0.0% | 263 | -6,538 | -32.74% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,380 | 363 | 0.09% | 0.09% | 264 | +740 | 5.85% | Q1 2026 | May 07, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 13,304 | 361 | 0.04% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,053 | 354 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,713 | 345 | 0.0% | 0.0% | 267 | +13 | 0.1% | Q1 2026 | May 05, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 12,519 | 339 | 0.13% | — | 268 | +12,519 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,422 | 337 | 0.0% | 0.0% | 269 | -325 | -2.55% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 11,953 | 324 | 0.13% | 0.14% | 270 | -691 | -5.47% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 11,878 | 322 | 0.02% | — | 271 | +11,878 | New | Q1 2026 | Apr 22, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 11,830 | 321 | 0.07% | 0.07% | 272 | -350 | -2.87% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,584 | 314 | 0.08% | — | 273 | +11,584 | New | Q1 2026 | May 06, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 11,501 | 312 | 0.23% | — | 274 | +11,501 | New | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,140 | 302 | 0.02% | 0.01% | 275 | +1,425 | 14.67% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Added to | 11,128 | 302 | 0.02% | 0.02% | 276 | +390 | 3.63% | Q1 2026 | Apr 13, 2026 |
| Jones Kertz & Associates, Inc. | History | Added to | 10,944 | 297 | 0.16% | 0.14% | 277 | +1,047 | 10.58% | Q1 2026 | Apr 23, 2026 |
| Lakeridge Wealth Management LLC | History | New | 10,919 | 296 | 0.13% | — | 278 | +10,919 | New | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,746 | 291 | 0.0% | — | 279 | +10,746 | New | Q1 2026 | Apr 20, 2026 |
| Ballew Advisors, Inc | History | No change | 10,540 | 288 | 0.16% | 0.16% | 280 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 10,381 | 281 | 0.01% | 0.01% | 281 | -423 | -3.92% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | No change | 10,196 | 276 | 0.11% | 0.12% | 282 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,039 | 272 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | New | 10,006 | 271 | 0.07% | — | 284 | +10,006 | New | Q1 2026 | Apr 27, 2026 |
| Vantus Wealth LLC | History | No change | 9,725 | 266 | 0.2% | 0.2% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 9,392 | 254 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 9,203 | 249 | 0.02% | — | 287 | +9,203 | New | Q1 2026 | Apr 28, 2026 |
| Compass Ion Advisors, LLC | History | New | 9,157 | 248 | 0.02% | — | 288 | +9,157 | New | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | New | 9,067 | 246 | 0.01% | — | 289 | +9,067 | New | Q1 2026 | Apr 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 8,925 | 242 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 8,888 | 241 | 0.12% | 0.13% | 291 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 8,448 | 229 | 0.19% | — | 292 | +8,448 | New | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 8,384 | 227 | 0.09% | 0.04% | 293 | +4,018 | 92.03% | Q1 2026 | Apr 14, 2026 |
| CWS Financial Advisors, LLC | History | New | 8,327 | 226 | 0.06% | — | 294 | +8,327 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | New | 8,322 | 225 | 0.0% | — | 295 | +8,322 | New | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8,000 | 217 | 0.08% | 0.08% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 8,000 | 217 | 0.24% | 0.25% | 297 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 7,947 | 215 | 0.03% | — | 298 | +7,947 | New | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | New | 7,673 | 210 | 0.01% | — | 299 | +7,673 | New | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 7,457 | 202 | 0.16% | — | 301 | +7,457 | New | Q1 2026 | May 15, 2026 |