Capital Group New Geography Equity ETF - CGNG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 8,814,822 | 330,203 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,377,346 | 201,435 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,074,362 | 152,625 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,880,847 | 145,376 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 3,657,623 | 137,014 | 1.93% | 1.93% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,304,930 | 123,802 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,875,984 | 107,734 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,578,663 | 59,134 | 0.54% | 0.54% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,481,536 | 55,498 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,228,149 | 44,766 | 0.06% | 0.05% | 10 | +151,240 | 14.04% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,120,083 | 41,958 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,065,080 | 39,900 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 956,911 | 35,845 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 926,273 | 33,808 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 895,345 | 32,635 | 0.05% | 0.04% | 15 | +274,051 | 44.11% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 795,666 | 29,805 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 769,367 | 28,820 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 751,258 | 28,142 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 722,533 | 27,066 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 669,558 | 25,081 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 663,785 | 24,863 | 0.71% | 0.71% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 631,764 | 23,027 | 3.5% | 3.62% | 22 | +3,560 | 0.57% | Q3 2026 | Oct 22, 2026 |
| Waverly Advisors, LLC | History | No change | 558,863 | 20,935 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 557,268 | 20,875 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 519,389 | 19,456 | 0.45% | 0.45% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 525,415 | 19,151 | 1.25% | 1.3% | 26 | +11,418 | 2.22% | Q3 2026 | Oct 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 508,549 | 19,050 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 510,174 | 18,595 | 2.03% | 2.09% | 28 | +10,909 | 2.19% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 484,885 | 18,164 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Presper Financial Architects, LLC | History | No change | 473,897 | 17,752 | 9.26% | 9.26% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 461,393 | 17,326 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 471,215 | 17,176 | 0.04% | 0.03% | 32 | +70,983 | 17.74% | Q3 2026 | Nov 02, 2026 |
| First Pacific Financial | History | New | 446,993 | 16,292 | 1.67% | — | 33 | +446,993 | New | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 364,909 | 13,669 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 355,368 | 12,860 | 0.02% | 0.02% | 35 | +17,548 | 5.19% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 327,961 | 11,954 | 0.08% | 0.1% | 36 | +20,026 | 6.5% | Q3 2026 | Oct 16, 2026 |
| KWB Wealth | History | New | 318,875 | 11,622 | 0.99% | — | 37 | +318,875 | New | Q3 2026 | Oct 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 309,207 | 11,582 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 305,557 | 11,446 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 300,495 | 11,256 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 304,012 | 11,081 | 1.32% | 1.45% | 41 | +3,855 | 1.28% | Q3 2026 | Oct 29, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 298,020 | 10,862 | 1.03% | 1.02% | 42 | +16,950 | 6.03% | Q3 2026 | Nov 02, 2026 |
| Compton Financial Group, LLC | History | No change | 288,762 | 10,817 | 2.08% | 2.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 265,986 | 9,963 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 270,613 | 9,863 | 0.01% | 0.01% | 45 | +34,282 | 14.51% | Q3 2026 | Oct 30, 2026 |
| Sentinel Advisory Group, LLC | History | Added to | 255,354 | 9,307 | 3.8% | 3.84% | 46 | +4,158 | 1.66% | Q3 2026 | Oct 20, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 242,359 | 8,833 | 2.88% | 2.95% | 47 | -140 | -0.06% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 235,595 | 8,825 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Code Waechter LLC | History | Added to | 241,096 | 8,787 | 4.16% | 3.26% | 49 | +72,928 | 43.37% | Q3 2026 | Oct 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 226,605 | 8,488 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 232,414 | 8,471 | 2.76% | 2.7% | 51 | +7,645 | 3.4% | Q3 2026 | Oct 27, 2026 |
| Souders Financial Advisors | History | Added to | 211,156 | 7,696 | 0.75% | 0.75% | 52 | +10,793 | 5.39% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 207,761 | 7,572 | 0.07% | 0.08% | 53 | +3,697 | 1.81% | Q3 2026 | Oct 15, 2026 |
| EWA, LLC | History | No change | 201,323 | 7,541 | 1.38% | 1.38% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 199,428 | 7,470 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 204,869 | 7,467 | 0.34% | 0.37% | 56 | +5,810 | 2.92% | Q3 2026 | Oct 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 189,312 | 7,091 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 177,580 | 6,472 | 2.55% | 2.56% | 58 | +1,327 | 0.75% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 173,272 | 6,315 | 0.02% | 0.01% | 59 | +49,355 | 39.83% | Q3 2026 | Nov 02, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 171,111 | 6,237 | 1.12% | 1.04% | 60 | +24,538 | 16.74% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 164,020 | 5,978 | 0.06% | 0.04% | 61 | +49,975 | 43.82% | Q3 2026 | Oct 28, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 147,715 | 5,384 | 3.92% | 4.21% | 62 | -2,457 | -1.64% | Q3 2026 | Oct 16, 2026 |
| GTS SECURITIES LLC | History | No change | 140,988 | 5,281 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 142,098 | 5,179 | 3.92% | 4.13% | 64 | -2,057 | -1.43% | Q3 2026 | Oct 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 136,529 | 5,114 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 135,950 | 5,092 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CRA Financial Services, LLC | History | Added to | 138,834 | 5,060 | 0.56% | 0.56% | 67 | +9,084 | 7.0% | Q3 2026 | Oct 16, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 138,080 | 5,033 | 1.66% | 1.54% | 68 | +23,907 | 20.94% | Q3 2026 | Oct 23, 2026 |
| Bleakley Financial Group, LLC | History | No change | 129,957 | 4,868 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lantz Financial LLC | History | Added to | 132,910 | 4,844 | 0.88% | 0.87% | 70 | +5,523 | 4.34% | Q3 2026 | Oct 15, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 129,979 | 4,737 | 1.79% | 1.12% | 71 | +51,298 | 65.2% | Q3 2026 | Oct 19, 2026 |
| NavPoint Financial, Inc. | History | Added to | 127,821 | 4,659 | 1.64% | 1.61% | 72 | +11,592 | 9.97% | Q3 2026 | Oct 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 126,846 | 4,623 | 0.23% | 0.23% | 73 | +2,733 | 2.2% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 121,511 | 4,551 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,567 | 4,516 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 116,962 | 4,263 | 0.31% | 0.31% | 76 | +8,228 | 7.57% | Q3 2026 | Oct 01, 2026 |
| Mutual Advisors, LLC | History | No change | 110,632 | 4,144 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 109,227 | 4,091 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 109,601 | 3,994 | 0.2% | 0.17% | 79 | +22,148 | 25.33% | Q3 2026 | Oct 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 102,713 | 3,847 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 98,233 | 3,679 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 97,959 | 3,669 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 97,307 | 3,645 | 0.24% | 0.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 94,442 | 3,537 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 95,741 | 3,534 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 91,044 | 3,410 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 89,363 | 3,347 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 87,601 | 3,281 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 87,573 | 3,280 | 1.97% | 1.97% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 85,378 | 3,198 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 84,391 | 3,076 | 1.02% | 1.05% | 91 | -611 | -0.72% | Q3 2026 | Oct 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 83,567 | 3,045 | 0.88% | 1.39% | 92 | -36,808 | -30.58% | Q3 2026 | Oct 26, 2026 |
| Selby Wealth Management, LLC | History | Added to | 83,476 | 3,042 | 1.07% | 1.08% | 93 | +2,028 | 2.49% | Q3 2026 | Oct 16, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 83,095 | 3,028 | 0.74% | 0.78% | 94 | -27,031 | -24.55% | Q3 2026 | Nov 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 78,949 | 2,877 | 0.33% | 0.33% | 95 | +5,375 | 7.31% | Q3 2026 | Oct 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 76,415 | 2,785 | 1.82% | 1.99% | 96 | -2,439 | -3.09% | Q3 2026 | Oct 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 76,133 | 2,775 | 0.05% | 0.05% | 97 | +9,850 | 14.86% | Q3 2026 | Oct 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 75,212 | 2,741 | 0.29% | 0.44% | 98 | +17,282 | 29.83% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72,298 | 2,708 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 72,684 | 2,649 | 0.65% | 0.59% | 100 | +8,193 | 12.7% | Q3 2026 | Oct 19, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 71,657 | 2,611 | 0.2% | 0.17% | 101 | +2,777 | 4.03% | Q3 2026 | Oct 28, 2026 |
| Stablepoint Partners, LLC | History | Added to | 71,605 | 2,609 | 0.35% | 0.27% | 102 | +18,700 | 35.35% | Q3 2026 | Nov 03, 2026 |
| BFSG, LLC | History | Added to | 65,578 | 2,390 | 0.21% | 0.19% | 103 | +8,643 | 15.18% | Q3 2026 | Oct 30, 2026 |
| McNamara Financial Services, Inc. | History | No change | 63,070 | 2,362 | 0.41% | 0.41% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | Added to | 63,655 | 2,320 | 0.03% | 0.04% | 105 | +616 | 0.98% | Q3 2026 | Nov 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 59,077 | 2,213 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 58,389 | 2,187 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 56,328 | 2,053 | 0.01% | 0.01% | 108 | +21,264 | 60.64% | Q3 2026 | Oct 26, 2026 |
| Mendel Money Management | History | Reduced | 55,433 | 2,020 | 0.73% | 0.77% | 109 | -752 | -1.34% | Q3 2026 | Oct 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 54,067 | 1,970 | 0.03% | 0.01% | 110 | +32,698 | 153.02% | Q3 2026 | Oct 13, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 53,117 | 1,936 | 1.55% | 2.09% | 111 | -15,284 | -22.34% | Q3 2026 | Oct 23, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 52,570 | 1,916 | 0.81% | 0.78% | 112 | +4,602 | 9.59% | Q3 2026 | Oct 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 49,999 | 1,822 | 0.47% | 0.5% | 113 | +345 | 0.69% | Q3 2026 | Oct 19, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 49,714 | 1,812 | 0.03% | 0.03% | 114 | +3,840 | 8.37% | Q3 2026 | Oct 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 48,366 | 1,811 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beta Wealth Group, Inc. | History | No change | 48,113 | 1,802 | 0.68% | 0.68% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 49,098 | 1,789 | 0.05% | 0.04% | 117 | +6,131 | 14.27% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | Added to | 47,920 | 1,746 | 0.09% | 0.08% | 118 | +3,280 | 7.35% | Q3 2026 | Oct 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 46,483 | 1,741 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | Added to | 47,244 | 1,722 | 0.17% | 0.17% | 120 | +4,541 | 10.63% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,084 | 1,651 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 43,282 | 1,621 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | Added to | 43,424 | 1,582 | 0.38% | 0.33% | 123 | +9,231 | 27.0% | Q3 2026 | Oct 19, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 43,360 | 1,580 | 0.45% | 0.48% | 124 | -934 | -2.11% | Q3 2026 | Oct 21, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 42,789 | 1,559 | 0.39% | 0.24% | 125 | +17,408 | 68.59% | Q3 2026 | Oct 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 41,451 | 1,552 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 41,437 | 1,551 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 40,958 | 1,534 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 37,702 | 1,412 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 36,895 | 1,344 | 0.02% | 0.0% | 130 | +35,383 | 2340.15% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 36,757 | 1,339 | 0.06% | 0.05% | 131 | +5,742 | 18.51% | Q3 2026 | Nov 04, 2026 |
| Intrinsic Value Partners, LLC | History | No change | 33,055 | 1,238 | 0.85% | 0.85% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,854 | 1,233 | 0.01% | 0.01% | 133 | +5,992 | 21.51% | Q3 2026 | Oct 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 32,080 | 1,201 | 0.66% | 0.66% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 32,874 | 1,199 | 0.07% | 0.06% | 135 | +6,579 | 25.02% | Q3 2026 | Oct 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 32,506 | 1,184 | 0.01% | 0.01% | 136 | +4,331 | 15.37% | Q3 2026 | Oct 23, 2026 |
| Hopwood Nicholas Hunter | History | No change | 31,320 | 1,173 | 0.32% | 0.32% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | Added to | 31,560 | 1,150 | 0.46% | 0.38% | 138 | +5,288 | 20.13% | Q3 2026 | Oct 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 31,063 | 1,132 | 0.03% | 0.04% | 139 | -3,287 | -9.57% | Q3 2026 | Oct 13, 2026 |
| Michael Brady & Co., LLC | History | Added to | 30,971 | 1,128 | 1.02% | 0.86% | 140 | +5,056 | 19.51% | Q3 2026 | Oct 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 29,551 | 1,106 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 29,340 | 1,099 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | No change | 29,101 | 1,090 | 0.52% | 0.52% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 31,481 | 1,075 | 0.07% | 0.08% | 144 | +1,747 | 5.88% | Q3 2026 | Oct 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 29,486 | 1,074 | 0.36% | 0.43% | 145 | -743 | -2.46% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 28,594 | 1,071 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,127 | 1,025 | 0.41% | 0.35% | 147 | +8,315 | 41.97% | Q3 2026 | Oct 16, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 28,011 | 1,020 | 0.34% | 0.38% | 148 | -483 | -1.7% | Q3 2026 | Oct 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 27,625 | 1,006 | 0.37% | 0.46% | 149 | -1,316 | -4.55% | Q3 2026 | Oct 15, 2026 |
| Nova R Wealth, Inc. | History | Added to | 27,167 | 990 | 0.29% | 0.22% | 150 | +6,809 | 33.45% | Q3 2026 | Oct 26, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 27,090 | 987 | 0.02% | — | 151 | +27,090 | New | Q3 2026 | Oct 21, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 26,958 | 982 | 0.08% | 0.08% | 152 | +596 | 2.26% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,958 | 982 | 0.1% | 0.11% | 153 | +596 | 2.26% | Q3 2026 | Oct 28, 2026 |
| ERn Financial, LLC | History | Added to | 26,396 | 962 | 0.16% | 0.15% | 154 | +1,655 | 6.69% | Q3 2026 | Oct 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 25,569 | 957 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearview Wealth Management LLC | History | Added to | 26,362 | 949 | 0.71% | 0.6% | 156 | +1,331 | 5.32% | Q3 2026 | Oct 16, 2026 |
| Security Financial Services, INC. | History | Added to | 25,948 | 945 | 0.13% | 0.13% | 157 | +1,171 | 4.73% | Q3 2026 | Oct 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 25,096 | 940 | 0.23% | 0.23% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 25,151 | 916 | 0.05% | 0.05% | 159 | +273 | 1.1% | Q3 2026 | Oct 29, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 24,348 | 887 | 0.21% | 0.14% | 160 | +9,468 | 63.63% | Q3 2026 | Nov 04, 2026 |
| TOWLE & CO | History | No change | 23,463 | 878 | 0.3% | 0.3% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 23,515 | 857 | 0.44% | 0.45% | 162 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,073 | 826 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 26,116 | 825 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 21,457 | 782 | 0.01% | 0.01% | 165 | +3,361 | 18.57% | Q3 2026 | Oct 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 20,896 | 782 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,667 | 774 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | Added to | 20,919 | 762 | 0.42% | 0.39% | 168 | +1,633 | 8.47% | Q3 2026 | Oct 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 20,880 | 761 | 0.32% | 0.35% | 169 | +702 | 3.48% | Q3 2026 | Oct 15, 2026 |
| MAI Capital Management | History | No change | 19,524 | 731 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,902 | 726 | 0.01% | 0.01% | 171 | +6,792 | 44.95% | Q3 2026 | Nov 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 19,378 | 725 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 19,230 | 700 | 0.08% | 0.06% | 173 | +5,260 | 37.65% | Q3 2026 | Oct 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 18,698 | 700 | 0.22% | 0.22% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 19,191 | 699 | 0.04% | — | 175 | +19,191 | New | Q3 2026 | Nov 03, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 18,691 | 681 | 0.51% | 0.42% | 176 | +5,085 | 37.37% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,033 | 675 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,852 | 650 | 0.01% | 0.01% | 178 | +3,432 | 23.8% | Q3 2026 | Oct 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 17,630 | 650 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 18,398 | 645 | 0.01% | 0.01% | 180 | +1,216 | 7.08% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,398 | 645 | 0.01% | 0.01% | 181 | +1,216 | 7.08% | Q3 2026 | Oct 20, 2026 |
| Vantus Wealth LLC | History | No change | 16,983 | 636 | 0.34% | 0.34% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Junk Investment Group, LLC | History | Added to | 17,360 | 632 | 0.26% | 0.25% | 183 | +2,069 | 13.53% | Q3 2026 | Oct 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,185 | 626 | 0.01% | 0.01% | 184 | +835 | 5.11% | Q3 2026 | Oct 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,153 | 625 | 0.04% | 0.04% | 185 | +1,332 | 8.42% | Q3 2026 | Oct 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 16,912 | 616 | 0.06% | 0.07% | 186 | -314 | -1.82% | Q3 2026 | Oct 19, 2026 |
| William Mack & Associates, Inc. | History | No change | 16,907 | 616 | 0.19% | 0.22% | 187 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Latitude Advisors, LLC | History | New | 16,390 | 597 | 0.18% | — | 188 | +16,390 | New | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,524 | 581 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 15,371 | 560 | 0.24% | 0.26% | 190 | +280 | 1.86% | Q3 2026 | Oct 22, 2026 |
| BFC Planning, Inc. | History | No change | 14,914 | 558 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Betterment LLC | History | No change | 14,733 | 552 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,119 | 528 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 13,672 | 498 | 0.02% | 0.02% | 194 | +1,427 | 11.65% | Q3 2026 | Oct 26, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 13,654 | 497 | 0.06% | 0.05% | 195 | +954 | 7.51% | Q3 2026 | Oct 26, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 13,206 | 481 | 0.09% | 0.1% | 196 | +219 | 1.69% | Q3 2026 | Oct 14, 2026 |
| Center For Asset Management LLC | History | New | 12,905 | 470 | 0.21% | — | 197 | +12,905 | New | Q3 2026 | Oct 16, 2026 |
| Capital Investment Management, Inc. | History | No change | 12,189 | 456 | 0.14% | 0.14% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 12,026 | 438 | 0.19% | 0.21% | 199 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 11,236 | 409 | 0.02% | — | 200 | +11,236 | New | Q3 2026 | Oct 23, 2026 |
| MARSHALL WACE, LLP | History | No change | 10,519 | 394 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10,315 | 386 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Added to | 10,453 | 381 | 0.05% | 0.05% | 203 | +1,109 | 11.87% | Q3 2026 | Oct 20, 2026 |
| Lincoln Capital LLC | History | New | 9,805 | 357 | 0.06% | — | 205 | +9,805 | New | Q3 2026 | Oct 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 9,796 | 357 | 0.04% | 0.04% | 204 | +699 | 7.68% | Q3 2026 | Oct 21, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,426 | 343 | 0.01% | 0.01% | 206 | +1,896 | 25.18% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,922 | 334 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,911 | 333 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trinity Wealth Management, LLC | History | New | 9,053 | 329 | 0.1% | — | 209 | +9,053 | New | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | Added to | 8,982 | 327 | 0.01% | 0.01% | 210 | +20 | 0.22% | Q3 2026 | Oct 30, 2026 |
| CLG LLC | History | Added to | 8,897 | 324 | 0.07% | 0.05% | 211 | +3,362 | 60.74% | Q3 2026 | Oct 13, 2026 |
| MCF Advisors LLC | History | No change | 8,613 | 313 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 8,306 | 302 | 0.17% | — | 213 | +8,306 | New | Q3 2026 | Oct 07, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 8,216 | 299 | 0.03% | — | 214 | +8,216 | New | Q3 2026 | Oct 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 8,412 | 292 | 0.07% | — | 215 | +8,412 | New | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,929 | 289 | 0.02% | 0.03% | 216 | -435 | -5.2% | Q3 2026 | Oct 20, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 7,423 | 278 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial River Investments, LLC | History | New | 7,515 | 273 | 0.07% | — | 218 | +7,515 | New | Q3 2026 | Oct 19, 2026 |
| Tradition Wealth Management, LLC | History | No change | 7,155 | 268 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7,257 | 264 | 0.09% | 0.01% | 220 | +6,962 | 2360.0% | Q3 2026 | Oct 29, 2026 |
| Stephenson & Company, Inc. | History | New | 6,949 | 253 | 0.11% | — | 222 | +6,949 | New | Q3 2026 | Oct 30, 2026 |
| Merited Wealth, LLC | History | Reduced | 6,963 | 253 | 0.18% | 0.3% | 221 | -4,543 | -39.48% | Q3 2026 | Oct 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,593 | 246 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 6,499 | 239 | 0.07% | 0.07% | 224 | +140 | 2.2% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,375 | 232 | 0.0% | 0.01% | 225 | -21,221 | -76.9% | Q3 2026 | Oct 08, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 6,379 | 232 | 0.06% | 0.06% | 226 | +543 | 9.3% | Q3 2026 | Oct 19, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,112 | 222 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GWN SECURITIES INC. | History | No change | 5,908 | 221 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,906 | 221 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 5,964 | 217 | 0.04% | 0.04% | 230 | +564 | 10.44% | Q3 2026 | Oct 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 5,808 | 211 | 0.02% | — | 231 | +5,808 | New | Q3 2026 | Oct 27, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 5,739 | 209 | 0.1% | 0.11% | 232 | -211 | -3.55% | Q3 2026 | Oct 21, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 5,573 | 208 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,172 | 190 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,012 | 188 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,225 | 117 | 0.03% | 0.01% | 236 | +2,593 | 410.28% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,413 | 87 | 0.0% | 0.0% | 237 | +147 | 6.49% | Q3 2026 | Nov 04, 2026 |
| Richardson Capital Management LLC | History | No change | 2,100 | 76 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,670 | 60 | 0.0% | 0.0% | 239 | +1,485 | 802.7% | Q3 2026 | Nov 04, 2026 |
| Colonial Trust Co / SC | History | No change | 1,622 | 59 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,431 | 53 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,080 | 40 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James T. Borello RIA | History | New | 996 | 36 | 0.01% | — | 243 | +996 | New | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 878 | 32 | 0.0% | — | 244 | +878 | New | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | No change | 798 | 29 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 800 | 29 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 574 | 21 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 539 | 19 | 0.02% | — | 248 | +539 | New | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 503 | 18 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 422 | 15 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 397 | 14 | 0.0% | 0.0% | 252 | +114 | 40.28% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 374 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Retirement, LLC | History | No change | 287 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 248 | 9 | 0.0% | — | 254 | +248 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 244 | 8 | 0.0% | — | 255 | +244 | New | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 186 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 150 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 160 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMG Wealth Management LLC | History | New | 133 | 4 | 0.0% | — | 259 | +133 | New | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 85 | 3 | 0.0% | 0.0% | 260 | +5 | 6.25% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 82 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 51 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -6,995 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -6,316 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 03, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 02, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |