SCHWAB STRATEGIC TRUST - 808524805
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 302,286,734 | 7,481,596 | 4.61% | 4.53% | 1 | +4,533,317 | 1.52% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 185,695,369 | 4,595,960 | 11.93% | 11.74% | 2 | +4,917,272 | 2.72% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 152,570,229 | 3,776,113 | 7.67% | 7.15% | 3 | -4,385,050 | -2.79% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 116,338,040 | 2,879,366 | 6.32% | 5.99% | 4 | +4,858,558 | 4.36% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 47,134,843 | 1,166,587 | 0.79% | 0.72% | 5 | +5,277,974 | 12.61% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 21,209,364 | 524,932 | 0.99% | 1.0% | 6 | -651,134 | -2.98% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,192,861 | 524,523 | 0.56% | 0.54% | 7 | +570,984 | 2.77% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,146,190 | 473,655 | 0.68% | 0.65% | 8 | -1,242,805 | -6.1% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 15,506,947 | 383,796 | 5.27% | 4.8% | 9 | +1,573,298 | 11.29% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,623,820 | 312,439 | 0.38% | 0.39% | 10 | -1,309,604 | -9.4% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 12,487,960 | 309,077 | 3.27% | 3.19% | 11 | -40,038 | -0.32% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,209,080 | 302,174 | 2.37% | 2.09% | 12 | +1,310,281 | 12.02% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 12,175,392 | 301,340 | 0.02% | 0.03% | 13 | -6,752,758 | -35.68% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 9,995,681 | 247,242 | 0.29% | 0.26% | 14 | +1,044,246 | 11.67% | Q1 2026 | May 13, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 9,411,516 | 232,935 | 5.02% | 4.74% | 15 | +479,302 | 5.37% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,901,238 | 220,305 | 0.33% | 0.33% | 16 | -221,277 | -2.43% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 8,408,940 | 208,121 | 9.38% | 8.86% | 17 | +358,776 | 4.46% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,345,201 | 201,026 | 0.1% | 0.09% | 18 | +1,879,833 | 29.08% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,478,304 | 185,088 | 0.01% | 0.01% | 19 | +2,538,166 | 51.38% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,317,057 | 181,097 | 4.97% | 4.84% | 20 | +118,781 | 1.65% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,007,246 | 173,429 | 0.75% | 0.63% | 21 | +822,308 | 13.3% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 6,911,388 | 171,056 | 7.09% | 6.94% | 22 | +184,011 | 2.74% | Q1 2026 | Apr 29, 2026 |
| REBALANCE, LLC | History | Added to | 6,904,650 | 170,890 | 9.92% | 9.67% | 23 | +20,077 | 0.29% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 6,885,220 | 170,723 | 0.24% | 0.23% | 24 | +181,862 | 2.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,575,417 | 162,741 | 0.04% | 0.04% | 25 | +1,626,377 | 32.86% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,611,853 | 158,948 | 5.37% | 5.37% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,415,351 | 158,779 | 0.02% | — | 27 | +6,415,351 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 6,221,234 | 153,975 | 0.04% | 0.04% | 28 | +136,280 | 2.24% | Q1 2026 | May 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,097,616 | 150,916 | 11.93% | 11.01% | 29 | +150,077 | 2.52% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 5,847,506 | 144,725 | 12.17% | 11.95% | 30 | -73,177 | -1.24% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,831,941 | 144,340 | 0.03% | 0.03% | 31 | +55,252 | 0.96% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,683,178 | 140,659 | 0.22% | 0.21% | 32 | +59,298 | 1.05% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,609,716 | 140,130 | 0.29% | 0.31% | 33 | -3,681,999 | -39.63% | Q1 2026 | Apr 08, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 5,533,237 | 136,947 | 4.21% | 4.55% | 34 | -193,311 | -3.38% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 5,375,922 | 133,054 | 0.01% | 0.01% | 35 | +104,792 | 1.99% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,579,118 | 113,333 | 0.85% | 0.83% | 36 | +15,681 | 0.34% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 4,551,204 | 112,642 | 0.02% | 0.01% | 37 | +1,255,776 | 38.11% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,430,297 | 109,649 | 1.27% | 1.71% | 38 | -1,403,120 | -24.05% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,182,884 | 103,531 | 0.02% | 0.02% | 39 | +312,598 | 8.08% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 4,116,077 | 101,872 | 2.8% | 2.87% | 40 | -124,577 | -2.94% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 4,042,225 | 100,045 | 0.11% | 0.09% | 41 | +460,868 | 12.87% | Q1 2026 | May 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,613,363 | 89,430 | 7.71% | 7.51% | 42 | -12,255 | -0.34% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,563,500 | 88,194 | 0.88% | 1.12% | 43 | -630,773 | -15.04% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 3,536,409 | 87,529 | 1.07% | 0.85% | 44 | +784,566 | 28.51% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Reduced | 3,481,790 | 86,174 | 5.59% | 5.54% | 45 | -25,672 | -0.73% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,258,891 | 80,657 | 1.91% | 1.89% | 46 | -263,541 | -7.48% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Reduced | 3,251,680 | 80,479 | 1.79% | 1.83% | 47 | -127,291 | -3.77% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 3,218,486 | 79,657 | 0.21% | 0.19% | 48 | +284,417 | 9.69% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,172,935 | 78,553 | 0.09% | 0.08% | 49 | +234,202 | 7.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,143,277 | 77,798 | 0.11% | 0.09% | 50 | +463,238 | 17.28% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,125,753 | 77,362 | 0.41% | 0.5% | 51 | +186,451 | 6.34% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,112,346 | 77,031 | 3.97% | 3.97% | 52 | +13,360 | 0.43% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,957,285 | 73,194 | 0.01% | 0.01% | 53 | -281,752 | -8.7% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 2,806,554 | 69,462 | 8.62% | 8.07% | 54 | +220,629 | 8.53% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,705,673 | 66,965 | 0.02% | 0.02% | 55 | +205,079 | 8.2% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,656,034 | 65,736 | 0.18% | 0.17% | 56 | -264,933 | -9.07% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,560,398 | 63,369 | 0.47% | 0.27% | 57 | +1,153,940 | 82.05% | Q1 2026 | May 15, 2026 |
| Evergreen Advisors, LLC | History | Added to | 2,470,899 | 61,154 | 14.36% | 14.37% | 58 | +20,654 | 0.84% | Q1 2026 | May 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 2,426,744 | 60,061 | 6.67% | 9.11% | 59 | -1,005,995 | -29.31% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,381,566 | 58,943 | 0.36% | 0.35% | 60 | -27,917 | -1.16% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 2,328,048 | 57,619 | 12.26% | 12.03% | 61 | -2,442 | -0.1% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,188,851 | 55,027 | 0.94% | 0.96% | 62 | +1,593 | 0.07% | Q1 2026 | May 14, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 2,208,619 | 54,663 | 10.48% | 10.02% | 63 | +13,587 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 2,045,299 | 50,621 | 0.79% | 0.52% | 64 | +804,863 | 64.89% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,027,127 | 50,171 | 0.7% | 0.61% | 65 | +127,736 | 6.73% | Q1 2026 | May 01, 2026 |
| Matrix Trust Co | History | Reduced | 2,015,802 | 49,891 | 8.29% | 8.02% | 66 | -5,588 | -0.28% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 1,907,799 | 47,218 | 0.27% | 0.26% | 67 | +6,249 | 0.33% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,890,225 | 46,783 | 2.29% | 2.36% | 68 | -94,762 | -4.77% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,880,859 | 46,551 | 1.85% | 1.74% | 69 | -4,019 | -0.21% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,868,703 | 46,250 | 2.05% | 1.97% | 70 | +45,488 | 2.49% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,854,408 | 45,896 | 5.72% | 5.99% | 71 | +30,789 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,847,119 | 45,716 | 0.08% | 0.08% | 72 | +89,696 | 5.1% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,825,535 | 45,182 | 0.12% | 0.1% | 73 | +278,991 | 18.04% | Q1 2026 | Apr 30, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,813,550 | 44,885 | 2.17% | 2.05% | 74 | -27,053 | -1.47% | Q1 2026 | Apr 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,798,668 | 44,517 | 0.72% | 0.91% | 75 | -561,580 | -23.79% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,736,627 | 42,981 | 0.82% | 0.83% | 76 | -88,083 | -4.83% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,729,716 | 41,461 | 0.0% | 0.0% | 77 | +629,762 | 57.25% | Q1 2026 | May 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,673,285 | 41,413 | 6.52% | 6.24% | 78 | +34,861 | 2.13% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,627,397 | 40,278 | 0.02% | 0.01% | 79 | +867,253 | 114.09% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,618,896 | 40,067 | 5.57% | 5.42% | 80 | +26,926 | 1.69% | Q1 2026 | May 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,562,897 | 38,681 | 4.98% | 4.35% | 81 | +190,811 | 13.91% | Q1 2026 | Apr 16, 2026 |
| Payne Capital Management, LLC | History | Added to | 1,538,351 | 38,074 | 11.52% | 11.55% | 82 | +16,672 | 1.1% | Q1 2026 | May 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,482,356 | 36,688 | 4.6% | 4.8% | 83 | +32,903 | 2.27% | Q1 2026 | Apr 16, 2026 |
| Operose Advisors LLC | History | Added to | 1,470,297 | 36,389 | 8.44% | 6.75% | 84 | +265,025 | 21.99% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,414,506 | 35,009 | 0.64% | 0.59% | 85 | +51,001 | 3.74% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,413,474 | 34,983 | 0.23% | 0.22% | 86 | -22,652 | -1.58% | Q1 2026 | Apr 27, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,374,068 | 34,008 | 26.77% | 24.17% | 87 | -19,260 | -1.38% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,313,947 | 32,520 | 0.05% | 0.06% | 88 | -655,580 | -33.29% | Q1 2026 | Apr 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,305,257 | 32,305 | 6.89% | 6.6% | 89 | +33,391 | 2.63% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,285,163 | 31,807 | 1.31% | 1.27% | 90 | +561 | 0.04% | Q1 2026 | Apr 21, 2026 |
| LCW Services, LLC | History | Added to | 1,282,583 | 31,743 | 15.77% | 15.44% | 91 | +76,845 | 6.37% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,264,073 | 31,285 | 4.02% | 3.25% | 92 | +276,762 | 28.03% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,261,856 | 31,230 | 0.99% | 1.22% | 93 | -133,794 | -9.59% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,172,640 | 31,086 | 1.0% | 1.02% | 94 | -8,768 | -0.74% | Q1 2026 | Apr 17, 2026 |
| Bangor Savings Bank | History | Added to | 1,247,016 | 30,863 | 2.47% | 2.41% | 95 | +115 | 0.01% | Q1 2026 | Apr 01, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,241,459 | 30,726 | 8.67% | 9.05% | 96 | -8,638 | -0.69% | Q1 2026 | Apr 24, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 1,274,748 | 30,644 | 2.79% | 3.28% | 97 | -56,391 | -4.24% | Q1 2026 | Apr 09, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 1,215,330 | 30,079 | 1.29% | 1.14% | 98 | +136,900 | 12.69% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,212,048 | 29,998 | 8.73% | 8.11% | 99 | -11,539 | -0.94% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,206,817 | 29,868 | 0.24% | 0.23% | 100 | +40,494 | 3.47% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,186,723 | 29,371 | 2.25% | 1.77% | 101 | +105,665 | 9.77% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 1,182,692 | 29,271 | 0.52% | 0.51% | 102 | -31,508 | -2.59% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,160,052 | 29,162 | 0.28% | 0.24% | 103 | +241,821 | 26.34% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,172,413 | 29,011 | 0.05% | 0.05% | 104 | +7,616 | 0.65% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,154,813 | 28,581 | 6.82% | 8.38% | 105 | -326,240 | -22.03% | Q1 2026 | May 08, 2026 |
| Red Tortoise LLC | History | Added to | 1,149,146 | 28,430 | 11.83% | 11.64% | 106 | +7,619 | 0.67% | Q1 2026 | Apr 21, 2026 |
| Boltwood Capital Management | History | Added to | 1,145,614 | 28,353 | 7.23% | 7.16% | 107 | +801 | 0.07% | Q1 2026 | Apr 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 1,136,035 | 28,116 | 12.38% | 11.39% | 108 | +28,311 | 2.56% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,132,786 | 28,036 | 0.48% | 0.49% | 109 | -19,520 | -1.69% | Q1 2026 | May 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,123,076 | 27,796 | 3.03% | 2.75% | 110 | +36,461 | 3.36% | Q1 2026 | May 05, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 1,113,799 | 27,566 | 9.6% | 9.41% | 111 | +1,886 | 0.17% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,136,276 | 27,316 | 8.23% | 8.23% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,103,071 | 27,301 | 0.05% | 0.05% | 113 | -48,252 | -4.19% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,101,452 | 27,260 | 1.12% | 1.08% | 114 | +16,639 | 1.53% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,100,950 | 27,249 | 0.21% | 0.24% | 115 | -80,135 | -6.78% | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | Added to | 1,036,722 | 27,141 | 0.88% | 0.89% | 116 | +1,553 | 0.15% | Q1 2026 | Apr 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,089,722 | 26,970 | 1.97% | 1.87% | 117 | +50,573 | 4.87% | Q1 2026 | Apr 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 1,089,602 | 26,967 | 4.37% | 4.32% | 118 | -16,608 | -1.5% | Q1 2026 | Apr 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,083,673 | 26,820 | 0.38% | 0.37% | 119 | -68,187 | -5.92% | Q1 2026 | May 22, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,074,279 | 26,588 | 3.06% | 3.07% | 120 | -11,983 | -1.1% | Q1 2026 | Apr 17, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 1,070,991 | 26,507 | 7.34% | 7.68% | 121 | -41,910 | -3.77% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 1,066,203 | 26,388 | 2.74% | 2.77% | 122 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,050,120 | 25,990 | 3.38% | 2.96% | 123 | +1,457 | 0.14% | Q1 2026 | Apr 10, 2026 |
| eCIO, Inc. | History | Added to | 1,046,042 | 25,889 | 11.38% | 9.0% | 124 | +241,724 | 30.05% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 1,019,447 | 25,231 | 1.41% | 1.59% | 125 | -18,330 | -1.77% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,018,620 | 25,210 | 1.87% | 2.24% | 126 | +15,048 | 1.5% | Q1 2026 | May 19, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 1,035,545 | 24,894 | 13.93% | 13.93% | 127 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 999,638 | 24,741 | 0.9% | 0.75% | 128 | +134,374 | 15.53% | Q1 2026 | Apr 28, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 965,577 | 23,898 | 2.68% | 1.52% | 129 | +352,083 | 57.39% | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 964,585 | 23,873 | 1.7% | 1.17% | 130 | +284,259 | 41.78% | Q1 2026 | May 15, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 962,569 | 23,823 | 11.61% | 11.42% | 131 | -3,210 | -0.33% | Q1 2026 | Apr 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 958,363 | 23,719 | 3.07% | 2.78% | 132 | +123,153 | 14.75% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 952,201 | 23,566 | 0.26% | 0.1% | 133 | +594,346 | 166.09% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 975,483 | 23,450 | 1.76% | 1.76% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 933,897 | 23,113 | 0.11% | 0.14% | 135 | -66,242 | -6.62% | Q1 2026 | May 04, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 929,601 | 23,007 | 13.91% | 13.91% | 136 | -10,998 | -1.17% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 923,441 | 22,855 | 4.68% | 4.56% | 137 | +8,352 | 0.91% | Q1 2026 | Apr 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 922,916 | 22,842 | 0.12% | 0.2% | 138 | -543,508 | -37.06% | Q1 2026 | May 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 916,518 | 22,683 | 7.62% | 7.29% | 139 | -10,218 | -1.1% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 913,719 | 22,614 | 5.21% | 4.41% | 140 | +125,358 | 15.9% | Q1 2026 | Apr 09, 2026 |
| FLC Capital Advisors | History | Added to | 889,185 | 22,007 | 3.93% | 3.83% | 141 | +26,936 | 3.12% | Q1 2026 | May 01, 2026 |
| Broadleaf Partners, LLC | History | Added to | 874,865 | 21,652 | 5.05% | 3.96% | 142 | +93,345 | 11.94% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 872,481 | 21,593 | 1.36% | 1.22% | 143 | +104,969 | 13.68% | Q1 2026 | Apr 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 866,102 | 21,436 | 1.5% | 1.36% | 144 | +5,416 | 0.63% | Q1 2026 | Apr 28, 2026 |
| Sylvest Advisors, LLC | History | Added to | 864,057 | 21,385 | 11.37% | 11.03% | 145 | +3,980 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Noble Family Wealth, LLC | History | Added to | 860,982 | 21,309 | 4.4% | 4.33% | 146 | +7,411 | 0.87% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 856,903 | 21,208 | 0.04% | 0.03% | 147 | +208,182 | 32.09% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 856,265 | 21,192 | 2.78% | 2.91% | 148 | +35,742 | 4.36% | Q1 2026 | Apr 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 844,500 | 20,902 | 0.27% | 0.26% | 149 | -2,654 | -0.31% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 843,326 | 20,872 | 0.34% | 0.33% | 150 | -5,540 | -0.65% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 832,795 | 20,611 | 2.3% | 2.14% | 151 | +26,875 | 3.33% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 825,252 | 20,424 | 0.0% | 0.0% | 152 | +174,575 | 26.83% | Q1 2026 | May 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 821,161 | 20,323 | 3.89% | 3.74% | 153 | +6,956 | 0.85% | Q1 2026 | Apr 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 815,401 | 20,181 | 8.53% | 8.25% | 154 | +5,880 | 0.73% | Q1 2026 | Apr 20, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 811,818 | 20,095 | 4.97% | 4.95% | 155 | -99,130 | -10.88% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 810,459 | 20,058 | 0.54% | 0.17% | 156 | +597,492 | 280.56% | Q1 2026 | May 11, 2026 |
| Essex LLC | History | Added to | 802,934 | 19,872 | 3.51% | 3.38% | 157 | +10,188 | 1.29% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 792,046 | 19,603 | 0.02% | 0.01% | 158 | +119,157 | 17.71% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Management Group | History | Reduced | 788,468 | 19,514 | 4.27% | 4.28% | 159 | -22,198 | -2.74% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 788,468 | 19,514 | 3.04% | 3.07% | 160 | -22,198 | -2.74% | Q1 2026 | May 01, 2026 |
| Downshift Financial, LLC | History | Added to | 743,203 | 19,416 | 10.05% | 10.54% | 161 | +69,874 | 10.38% | Q1 2026 | Apr 29, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 770,682 | 19,074 | 0.83% | 0.74% | 162 | +10,820 | 1.42% | Q1 2026 | May 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 695,632 | 19,032 | 0.38% | 0.41% | 163 | +13,037 | 1.91% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 756,706 | 18,728 | 1.68% | 1.5% | 164 | +71,860 | 10.49% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 754,267 | 18,668 | 0.09% | 0.1% | 165 | -17,058 | -2.21% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 749,946 | 18,561 | 0.19% | 0.3% | 166 | -257,512 | -25.56% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 748,277 | 18,520 | 1.99% | 1.98% | 167 | -12,156 | -1.6% | Q1 2026 | Apr 30, 2026 |
| Apriem Advisors | History | Reduced | 746,672 | 18,480 | 1.76% | 1.76% | 168 | -51,907 | -6.5% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 746,237 | 18,469 | 2.08% | 1.95% | 169 | -1,037 | -0.14% | Q1 2026 | May 13, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 745,202 | 18,443 | 5.2% | 5.3% | 170 | -43,090 | -5.47% | Q1 2026 | Apr 28, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 744,320 | 18,421 | 3.88% | 3.73% | 171 | +7,850 | 1.07% | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 726,820 | 17,988 | 6.41% | — | 172 | +726,820 | New | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 713,571 | 17,939 | 1.34% | 1.25% | 173 | +11,806 | 1.68% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 724,580 | 17,933 | 0.02% | 0.02% | 174 | +188,030 | 35.04% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 719,480 | 17,807 | 0.41% | 0.43% | 175 | -25,314 | -3.4% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 717,988 | 17,770 | 5.59% | 5.66% | 176 | +31,772 | 4.63% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 710,476 | 17,584 | 0.1% | 0.08% | 177 | +73,201 | 11.49% | Q1 2026 | May 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 698,930 | 17,298 | 7.6% | 7.33% | 178 | +1,813 | 0.26% | Q1 2026 | Apr 29, 2026 |
| Garde Capital, Inc. | History | Reduced | 693,302 | 17,159 | 1.03% | 1.03% | 179 | -32,239 | -4.44% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 690,140 | 17,080 | 3.03% | 3.03% | 180 | +8,342 | 1.22% | Q1 2026 | Apr 22, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 689,634 | 17,068 | 15.09% | 14.91% | 181 | -29,963 | -4.16% | Q1 2026 | May 11, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 689,393 | 17,062 | 0.67% | 0.66% | 182 | -44,091 | -6.01% | Q1 2026 | May 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 682,552 | 16,893 | 6.66% | 6.99% | 183 | -480,044 | -41.29% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 681,765 | 16,873 | 0.52% | 0.5% | 184 | -32,169 | -4.51% | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | Added to | 679,997 | 16,829 | 2.78% | 2.73% | 185 | +22,185 | 3.37% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 675,175 | 16,710 | 0.34% | 0.36% | 186 | -84,219 | -11.09% | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 674,993 | 16,706 | 8.14% | — | 187 | +674,993 | New | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 672,336 | 16,640 | 3.38% | 3.18% | 188 | +2,279 | 0.34% | Q1 2026 | Apr 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 669,670 | 16,576 | 1.58% | 0.86% | 189 | +403,013 | 151.14% | Q1 2026 | May 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 667,274 | 16,515 | 2.13% | 2.04% | 190 | -6,780 | -1.01% | Q1 2026 | May 07, 2026 |
| BCS Wealth Management | History | Reduced | 666,281 | 16,490 | 3.37% | 3.19% | 191 | -645,634 | -49.21% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 660,774 | 16,354 | 6.9% | 7.16% | 192 | -45,756 | -6.48% | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 657,658 | 16,277 | 0.24% | 0.23% | 193 | +14,849 | 2.31% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, LLC | History | Added to | 646,762 | 16,007 | 1.07% | 0.96% | 194 | +383 | 0.06% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 644,162 | 15,943 | 4.68% | 4.7% | 195 | -3,369 | -0.52% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 635,214 | 15,721 | 0.05% | 0.05% | 196 | -55,450 | -8.03% | Q1 2026 | May 13, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 632,381 | 15,651 | 1.99% | 1.86% | 197 | -74,119 | -10.49% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 627,770 | 15,537 | 4.21% | 5.77% | 198 | +67,184 | 11.98% | Q1 2026 | Apr 08, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 624,346 | 15,452 | 8.83% | 9.03% | 199 | -38,148 | -5.76% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 621,811 | 15,390 | 1.77% | 1.8% | 200 | -1,492 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 620,041 | 15,346 | 1.86% | 1.76% | 201 | -5,492 | -0.88% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 618,093 | 15,297 | 8.23% | 8.01% | 202 | -12,543 | -1.99% | Q1 2026 | Apr 16, 2026 |
| Brooklyn FI, LLC | History | Added to | 613,858 | 15,192 | 3.19% | 3.0% | 203 | +29,977 | 5.13% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 604,280 | 14,955 | 1.35% | 1.3% | 204 | -55,372 | -8.39% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 603,639 | 14,940 | 0.0% | 0.01% | 205 | -1,434,075 | -70.38% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Reduced | 599,360 | 14,834 | 11.86% | 11.92% | 206 | -10,549 | -1.73% | Q1 2026 | Apr 09, 2026 |
| Powers Advisory Group, LLC | History | Added to | 598,620 | 14,815 | 5.22% | 5.18% | 207 | +26,027 | 4.55% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 589,687 | 14,594 | 0.34% | 0.27% | 208 | +137,148 | 30.31% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 587,923 | 14,551 | 0.51% | 0.49% | 209 | +10,975 | 1.9% | Q1 2026 | May 06, 2026 |
| MYECFO, LLC | History | Reduced | 587,857 | 14,549 | 6.09% | 6.11% | 210 | -10,900 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Serenity Investment Advisors | History | No change | 590,526 | 14,544 | 8.49% | 8.49% | 211 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 587,601 | 14,543 | 0.07% | 0.07% | 212 | +54,035 | 10.13% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 582,566 | 14,418 | 0.5% | 0.46% | 213 | +64,051 | 12.35% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 577,177 | 14,285 | 0.16% | 0.15% | 214 | +4,742 | 0.83% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 574,087 | 14,208 | 3.69% | 3.75% | 215 | +15,717 | 2.81% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 572,826 | 14,177 | 4.15% | 4.57% | 216 | -51,632 | -8.27% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 571,791 | 14,151 | 0.05% | 0.05% | 217 | +35,498 | 6.62% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 535,880 | 14,147 | 0.32% | 0.3% | 218 | +54,788 | 11.39% | Q1 2026 | May 04, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 570,600 | 14,122 | 5.25% | 4.73% | 219 | +11,221 | 2.01% | Q1 2026 | May 14, 2026 |
| Denver PWM, LLC | History | Reduced | 511,007 | 13,981 | 4.81% | 5.98% | 220 | -299,874 | -36.98% | Q1 2026 | May 12, 2026 |
| Brightwater Advisory LLC | History | Added to | 563,033 | 13,935 | 9.22% | 8.87% | 221 | +16,990 | 3.11% | Q1 2026 | Apr 30, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 560,316 | 13,867 | 5.87% | 5.76% | 222 | -1,822 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 558,276 | 13,817 | 2.16% | 2.17% | 223 | -12,956 | -2.27% | Q1 2026 | Apr 17, 2026 |
| Holistic Financial Partners | History | Added to | 558,092 | 13,812 | 5.13% | 4.82% | 224 | +4,681 | 0.85% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Added to | 552,149 | 13,665 | 8.52% | 8.18% | 225 | +5,192 | 0.95% | Q1 2026 | Apr 22, 2026 |
| Blue Barn Wealth, LLC | History | No change | 566,917 | 13,628 | 19.85% | 19.85% | 226 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 547,084 | 13,540 | 0.31% | 0.3% | 227 | +13,912 | 2.61% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 525,592 | 13,008 | 0.0% | 0.0% | 228 | +81,754 | 18.42% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | Reduced | 523,759 | 12,963 | 5.34% | 5.57% | 229 | -24,251 | -4.43% | Q1 2026 | Apr 21, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 521,674 | 12,911 | 3.84% | 3.61% | 230 | -12,733 | -2.38% | Q1 2026 | Apr 20, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 518,637 | 12,836 | 5.88% | 5.87% | 231 | -6,813 | -1.3% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 515,958 | 12,769 | 0.16% | 0.16% | 232 | +47,711 | 10.19% | Q1 2026 | Apr 23, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 514,295 | 12,728 | 3.5% | 2.23% | 233 | +195,797 | 61.48% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 510,702 | 12,639 | 2.15% | 1.91% | 234 | +58,917 | 13.04% | Q1 2026 | May 01, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 510,668 | 12,639 | 8.89% | 9.4% | 235 | -12,354 | -2.36% | Q1 2026 | May 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 509,431 | 12,608 | 6.4% | 6.39% | 236 | +12,207 | 2.46% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 506,326 | 12,531 | 1.73% | 1.64% | 237 | +3,267 | 0.65% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 503,832 | 12,469 | 1.24% | 1.19% | 238 | +252 | 0.05% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 502,958 | 12,448 | 0.12% | 0.12% | 239 | -4,227 | -0.83% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 492,472 | 12,188 | 0.44% | 0.4% | 240 | +14,513 | 3.04% | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 490,807 | 12,147 | 0.78% | 0.77% | 241 | -17,001 | -3.35% | Q1 2026 | Apr 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 487,587 | 12,067 | 5.18% | 5.0% | 242 | -148 | -0.03% | Q1 2026 | Apr 20, 2026 |
| Livet Wealth, LLC | History | Reduced | 481,581 | 11,919 | 7.58% | 7.21% | 243 | -5,567 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 478,557 | 11,844 | 3.01% | 2.79% | 244 | +34,504 | 7.77% | Q1 2026 | Apr 07, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 446,212 | 11,663 | 9.67% | 9.1% | 245 | +5,991 | 1.36% | Q1 2026 | May 07, 2026 |
| Seros Financial, LLC | History | Reduced | 470,590 | 11,647 | 7.41% | 6.7% | 246 | -4,472 | -0.94% | Q1 2026 | May 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 469,280 | 11,614 | 1.52% | 1.41% | 247 | +34,150 | 7.85% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 466,253 | 11,539 | 0.19% | 0.14% | 248 | +170,962 | 57.9% | Q1 2026 | May 18, 2026 |
| Compass Advisory Group LLC | History | Added to | 464,196 | 11,488 | 3.07% | 2.65% | 249 | +56,319 | 13.81% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 462,130 | 11,437 | 0.08% | 0.06% | 250 | +172,278 | 59.44% | Q1 2026 | Apr 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 458,511 | 11,348 | 0.33% | 0.34% | 251 | -5,996 | -1.29% | Q1 2026 | Apr 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 456,998 | 11,310 | 1.93% | 2.91% | 252 | -229,397 | -33.42% | Q1 2026 | Apr 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 452,213 | 11,192 | 1.09% | 0.97% | 253 | +31,526 | 7.49% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 449,155 | 11,116 | 0.02% | 0.02% | 254 | +16,396 | 3.79% | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 462,101 | 11,108 | 8.01% | 8.01% | 255 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 447,374 | 11,072 | 0.22% | 0.23% | 256 | -11,953 | -2.6% | Q1 2026 | May 14, 2026 |
| Jacobsen Capital Management | History | Reduced | 443,915 | 10,986 | 3.71% | 3.79% | 257 | -38,282 | -7.94% | Q1 2026 | Apr 24, 2026 |
| Fairway Financial, LLC | History | Reduced | 435,819 | 10,786 | 8.2% | 8.34% | 258 | -24,079 | -5.24% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 435,148 | 10,769 | 2.79% | 2.78% | 259 | -13,201 | -2.94% | Q1 2026 | Apr 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 433,859 | 10,738 | 1.36% | 1.27% | 260 | -5,250 | -1.2% | Q1 2026 | Apr 24, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 390,605 | 10,686 | 4.01% | 0.82% | 261 | +309,500 | 381.6% | Q1 2026 | May 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 430,965 | 10,666 | 2.59% | 2.57% | 262 | -15,304 | -3.43% | Q1 2026 | May 13, 2026 |
| Arnold Financial Planning LLC | History | Added to | 429,946 | 10,641 | 9.94% | 9.75% | 263 | +36,313 | 9.23% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 428,888 | 10,614 | 1.45% | 1.39% | 264 | +13,531 | 3.26% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 427,739 | 10,586 | 0.13% | 0.13% | 265 | +69,062 | 19.25% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 419,548 | 10,383 | 0.36% | 0.26% | 266 | +110,300 | 35.67% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 413,682 | 10,238 | 0.24% | 0.16% | 267 | +133,141 | 47.46% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 409,285 | 10,129 | 0.32% | 0.29% | 268 | +38,456 | 10.37% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Added to | 402,899 | 9,971 | 3.06% | 2.86% | 269 | +3,293 | 0.82% | Q1 2026 | May 18, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 400,443 | 9,911 | 1.26% | 1.5% | 270 | -75,771 | -15.91% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 398,560 | 9,864 | 1.37% | 0.15% | 271 | +350,605 | 731.11% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 394,700 | 9,769 | 0.3% | 0.28% | 272 | -564 | -0.14% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 391,473 | 9,688 | 0.18% | 0.18% | 273 | +3,583 | 0.92% | Q1 2026 | May 11, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 389,142 | 9,631 | 2.96% | 2.86% | 274 | -300 | -0.08% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 387,280 | 9,585 | 0.01% | 0.01% | 275 | +8,854 | 2.34% | Q1 2026 | May 08, 2026 |
| Barden Capital Management, Inc. | History | Added to | 386,874 | 9,575 | 8.19% | 7.49% | 276 | +7,418 | 1.95% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 385,679 | 9,545 | 0.05% | 0.05% | 277 | +1,458 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 383,887 | 9,504 | 0.51% | 0.45% | 278 | -21,905 | -5.4% | Q1 2026 | May 12, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 381,286 | 9,436 | 1.28% | 1.3% | 279 | -11,962 | -3.04% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 378,508 | 9,368 | 0.19% | 0.19% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 377,579 | 9,345 | 7.67% | 5.77% | 281 | +90,351 | 31.46% | Q1 2026 | Apr 14, 2026 |
| Prota Financial, LLC | History | Added to | 376,056 | 9,307 | 6.74% | 6.41% | 282 | +6,020 | 1.63% | Q1 2026 | Apr 09, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 375,677 | 9,297 | 1.33% | 1.37% | 283 | -22,917 | -5.75% | Q1 2026 | Apr 27, 2026 |
| Athena Investment Management | History | Added to | 374,609 | 9,271 | 4.81% | 4.61% | 284 | +155 | 0.04% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 369,910 | 9,155 | 0.35% | 0.37% | 285 | -14,899 | -3.87% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | Added to | 368,371 | 9,117 | 0.21% | 0.2% | 286 | +669 | 0.18% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 366,831 | 9,079 | 1.35% | 1.29% | 287 | +2,194 | 0.6% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 366,072 | 9,060 | 0.89% | 0.89% | 288 | -4,013 | -1.08% | Q1 2026 | Apr 27, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 369,134 | 9,052 | 8.22% | 8.1% | 289 | -562 | -0.15% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 365,532 | 9,046 | 0.16% | 0.15% | 290 | +23,430 | 6.85% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 363,247 | 8,990 | 0.55% | 0.41% | 291 | +7,691 | 2.16% | Q1 2026 | Apr 28, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 363,193 | 8,989 | 2.31% | 1.98% | 292 | +9,029 | 2.55% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 362,180 | 8,963 | 2.58% | 2.58% | 293 | +8,012 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 358,863 | 8,881 | 0.7% | 0.61% | 294 | +90,771 | 33.86% | Q1 2026 | Apr 16, 2026 |
| Legacy Private Trust Co. | History | Reduced | 355,484 | 8,798 | 0.54% | 0.5% | 295 | -2,169 | -0.61% | Q1 2026 | Apr 07, 2026 |
| St. Clair Advisors, LLC | History | New | 355,244 | 8,792 | 2.34% | — | 296 | +355,244 | New | Q1 2026 | Apr 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 352,445 | 8,723 | 1.13% | 1.06% | 297 | +14,188 | 4.19% | Q1 2026 | Apr 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 351,769 | 8,706 | 0.85% | 0.75% | 298 | +1,868 | 0.53% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 348,038 | 8,613 | 1.79% | 1.77% | 299 | +1,316 | 0.38% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 346,126 | 8,566 | 0.03% | 0.03% | 300 | -503 | -0.15% | Q1 2026 | May 14, 2026 |