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 | No change | 309,394,253 | 8,570,220 | 4.58% | 4.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 182,562,625 | 5,056,984 | 12.06% | 12.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 147,700,825 | 4,091,312 | 7.27% | 7.27% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 116,784,490 | 3,234,930 | 6.22% | 6.22% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 46,025,845 | 1,274,915 | 0.75% | 0.75% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 21,613,963 | 598,706 | 0.58% | 0.58% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 20,561,168 | 569,544 | 0.96% | 0.96% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 16,104,671 | 446,099 | 5.23% | 5.23% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 14,444,093 | 400,101 | 0.44% | 0.44% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 12,429,498 | 344,297 | 3.25% | 3.25% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 12,281,905 | 340,208 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,939,617 | 303,027 | 1.67% | 1.67% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,888,149 | 271,246 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orgel Wealth Management, LLC | History | No change | 9,692,489 | 268,481 | 5.09% | 5.09% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | No change | 9,681,325 | 268,125 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 9,317,087 | 258,083 | 9.97% | 9.97% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,707,217 | 241,189 | 0.3% | 0.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,624,824 | 211,207 | 5.26% | 5.26% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,217,108 | 199,913 | 0.72% | 0.72% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 7,208,057 | 199,663 | 10.46% | 10.46% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 7,201,261 | 199,474 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 7,056,392 | 195,795 | 7.2% | 7.2% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 7,384,337 | 191,243 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,459,959 | 178,922 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,255,699 | 173,282 | 5.68% | 5.68% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,157,146 | 170,552 | 11.46% | 11.46% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,136,423 | 169,978 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,018,421 | 166,710 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 5,839,755 | 161,760 | 0.22% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,800,672 | 160,634 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 5,721,529 | 158,486 | 12.03% | 12.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,538,941 | 152,597 | 0.26% | 0.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 5,495,563 | 152,227 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,052,773 | 139,961 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fund Evaluation Group, LLC | History | No change | 4,807,713 | 133,173 | 3.6% | 3.6% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,726,608 | 130,927 | 2.52% | 2.52% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,686,426 | 129,814 | 0.96% | 0.96% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,325,445 | 119,814 | 1.16% | 1.16% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 4,208,170 | 116,566 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMG Financial Group, Ltd. | History | No change | 4,087,794 | 113,231 | 2.74% | 2.74% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,018,848 | 111,322 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 3,879,207 | 107,454 | 5.99% | 5.99% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 3,819,433 | 105,798 | 10.53% | 10.53% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,779,494 | 104,689 | 0.95% | 0.95% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,734,576 | 103,456 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 3,505,556 | 97,103 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 3,474,533 | 96,246 | 1.06% | 1.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,341,132 | 92,549 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOSTER & MOTLEY INC | History | No change | 3,260,047 | 90,303 | 4.16% | 4.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,171,782 | 87,858 | 0.41% | 0.41% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Truepoint, Inc. | History | No change | 3,170,679 | 87,827 | 1.83% | 1.83% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlphaCore Capital LLC | History | No change | 3,101,086 | 85,900 | 1.58% | 1.58% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,037,490 | 84,138 | 8.9% | 8.9% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,922,796 | 80,962 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,668,192 | 73,908 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,507,780 | 69,465 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Waverly Advisors, LLC | History | No change | 2,506,255 | 69,423 | 0.4% | 0.4% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Advisors, LLC | History | No change | 2,478,368 | 68,650 | 14.65% | 14.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,384,300 | 66,045 | 10.61% | 10.61% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,339,155 | 64,443 | 0.36% | 0.36% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 2,322,186 | 64,324 | 11.82% | 11.82% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,248,955 | 61,779 | 0.44% | 0.28% | 62 | +938,068 | 71.56% | Q3 2026 | Oct 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 2,172,218 | 60,170 | 0.77% | 0.77% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 2,196,815 | 58,200 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,079,859 | 57,612 | 0.69% | 0.69% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,069,731 | 57,331 | 0.69% | 0.69% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Matrix Trust Co | History | Added to | 2,027,938 | 55,707 | 8.1% | 8.12% | 67 | +6,176 | 0.31% | Q3 2026 | Oct 07, 2026 |
| MAI Capital Management | History | No change | 1,969,550 | 54,556 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,923,183 | 53,272 | 5.93% | 5.93% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,915,581 | 53,062 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,883,683 | 52,178 | 1.87% | 1.87% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,874,736 | 51,930 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 1,870,532 | 51,813 | 2.05% | 2.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 1,861,283 | 51,557 | 2.22% | 2.22% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,835,929 | 50,855 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,798,968 | 49,831 | 0.73% | 0.73% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,748,275 | 48,130 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Sage Partners, LLC | History | No change | 1,728,851 | 47,889 | 6.8% | 6.8% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 1,711,363 | 47,404 | 2.07% | 2.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,668,792 | 46,225 | 5.35% | 5.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,627,262 | 45,075 | 0.75% | 0.75% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Asset Management, LLC | History | No change | 1,607,026 | 44,514 | 5.7% | 5.7% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 1,585,159 | 43,908 | 8.49% | 8.49% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 1,570,302 | 43,497 | 11.6% | 11.6% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 1,538,803 | 42,624 | 5.25% | 5.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,522,230 | 42,165 | 0.66% | 0.66% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,452,785 | 40,242 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 1,435,447 | 39,761 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 1,413,552 | 39,155 | 4.17% | 4.17% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,389,247 | 38,162 | 19.98% | 25.12% | 90 | -1,241 | -0.09% | Q3 2026 | Oct 07, 2026 |
| LCW Services, LLC | History | No change | 1,333,313 | 36,932 | 16.08% | 16.08% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 1,330,742 | 36,861 | 6.97% | 6.97% | 92 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,305,738 | 36,168 | 1.33% | 1.33% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,301,699 | 36,057 | 0.26% | 0.26% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 1,273,951 | 35,288 | 1.38% | 1.38% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIP Wealth, LLC | History | No change | 1,264,724 | 35,032 | 0.99% | 0.99% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,243,692 | 34,450 | 0.5% | 0.5% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,228,357 | 34,025 | 8.98% | 8.98% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,228,158 | 33,737 | 0.94% | 0.97% | 99 | -42,574 | -3.35% | Q3 2026 | Oct 08, 2026 |
| Quantinno Capital Management LP | History | No change | 1,192,285 | 33,026 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,191,620 | 33,007 | 7.86% | 7.86% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,184,331 | 32,805 | 2.89% | 2.89% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,175,965 | 32,574 | 6.9% | 6.9% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Krilogy Financial LLC | History | No change | 1,172,695 | 32,483 | 0.96% | 0.96% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,167,782 | 32,347 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,165,387 | 32,281 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 1,162,822 | 32,210 | 12.18% | 12.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 1,143,257 | 31,668 | 0.32% | 0.32% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,118,071 | 30,970 | 3.11% | 3.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Boltwood Capital Management | History | Reduced | 1,124,411 | 30,887 | 6.97% | 7.19% | 110 | -9,107 | -0.8% | Q3 2026 | Oct 02, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 1,241,123 | 30,717 | 2.64% | 2.64% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,107,223 | 30,670 | 1.89% | 1.89% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bangor Savings Bank | History | Reduced | 1,110,690 | 30,510 | 2.32% | 2.52% | 113 | -125,316 | -10.14% | Q3 2026 | Oct 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,096,983 | 30,386 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| eCIO, Inc. | History | No change | 1,092,949 | 30,274 | 8.51% | 8.51% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 1,081,948 | 29,969 | 1.1% | 1.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 1,076,142 | 29,809 | 3.09% | 3.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | No change | 1,075,426 | 29,789 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curi Capital, LLC | History | No change | 1,070,490 | 29,652 | 0.46% | 0.46% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Reduced | 1,094,441 | 29,648 | 0.71% | 0.83% | 120 | -1,971 | -0.18% | Q3 2026 | Oct 09, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 1,078,985 | 29,639 | 3.65% | 3.98% | 121 | -11,378 | -1.04% | Q3 2026 | Oct 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,057,659 | 29,297 | 0.35% | 0.35% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 1,054,504 | 29,209 | 7.2% | 7.2% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 1,045,964 | 28,973 | 2.74% | 2.74% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,047,514 | 28,775 | 5.15% | 5.09% | 125 | +61,815 | 6.27% | Q3 2026 | Oct 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,023,348 | 28,346 | 1.82% | 1.82% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 1,021,329 | 28,290 | 1.4% | 1.4% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradition Wealth Management, LLC | History | No change | 1,020,294 | 28,262 | 1.73% | 1.73% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,019,054 | 28,227 | 0.92% | 0.92% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Freedom Investing, LLC | History | No change | 1,137,902 | 28,163 | 2.21% | 2.21% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 999,438 | 27,684 | 8.54% | 8.54% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 993,822 | 27,528 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 987,722 | 27,359 | 6.35% | 6.35% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 990,229 | 27,201 | 14.53% | 13.92% | 134 | +63,233 | 6.82% | Q3 2026 | Oct 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 976,808 | 27,057 | 3.01% | 3.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 983,367 | 27,013 | 7.94% | 7.48% | 136 | +64,574 | 7.03% | Q3 2026 | Oct 08, 2026 |
| Soltis Investment Advisors LLC | History | No change | 963,932 | 26,700 | 1.49% | 1.49% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Management Professionals, Inc. | History | No change | 952,542 | 26,382 | 2.5% | 2.5% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 947,807 | 26,254 | 10.93% | 10.93% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 932,304 | 25,824 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 923,776 | 25,588 | 5.36% | 5.36% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 915,139 | 25,349 | 0.21% | 0.21% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLC Capital Advisors | History | No change | 908,606 | 25,168 | 4.05% | 4.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Broadleaf Partners, LLC | History | No change | 895,562 | 24,807 | 4.8% | 4.8% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Family Wealth, LLC | History | No change | 893,584 | 24,752 | 4.43% | 4.43% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 891,546 | 24,696 | 1.51% | 1.51% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sylvest Advisors, LLC | History | No change | 874,202 | 24,215 | 10.92% | 10.92% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 871,961 | 24,153 | 2.72% | 2.72% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kings Path Partners LLC | History | No change | 862,345 | 23,886 | 6.36% | 6.36% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 860,048 | 23,823 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 846,536 | 23,449 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 840,851 | 23,291 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boyd Wealth Management, LLC | History | No change | 821,227 | 22,747 | 8.61% | 8.61% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Curbstone Financial Management Corp | History | No change | 819,861 | 22,710 | 3.87% | 3.87% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 809,456 | 22,422 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Downshift Financial, LLC | History | No change | 804,823 | 22,293 | 10.01% | 10.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex LLC | History | No change | 793,598 | 21,982 | 3.34% | 3.34% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alliance Wealth Management Group | History | No change | 790,195 | 21,888 | 4.26% | 4.26% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 790,195 | 21,888 | 3.05% | 3.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 781,121 | 21,637 | 0.46% | 0.46% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invst, LLC | History | No change | 778,497 | 21,564 | 2.1% | 2.1% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 778,325 | 21,559 | 6.31% | 6.31% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Certified Advisory Corp | History | No change | 770,700 | 21,348 | 1.72% | 1.72% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 762,633 | 21,124 | 0.83% | 0.83% | 164 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | No change | 843,296 | 20,874 | 0.35% | 0.35% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 740,599 | 20,514 | 5.76% | 5.76% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 739,774 | 20,491 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Opus Capital Group, LLC | History | No change | 734,893 | 20,357 | 1.97% | 1.97% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 723,491 | 20,040 | 0.43% | 0.43% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenity Investment Advisors | History | No change | 710,111 | 20,039 | 8.54% | 8.54% | 170 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LIBRA WEALTH LLC | History | No change | 720,506 | 19,958 | 5.1% | 5.1% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elgethun Capital Management | History | No change | 719,235 | 19,922 | 2.78% | 2.78% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 713,975 | 19,777 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WBH ADVISORY INC | History | No change | 710,794 | 19,688 | 1.32% | 1.32% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 703,213 | 19,479 | 6.58% | 6.58% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 691,517 | 19,390 | 0.37% | 0.37% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Allocation Strategies LLC | History | No change | 699,506 | 19,376 | 2.99% | 2.99% | 177 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 697,932 | 19,332 | 7.79% | 7.79% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sherwood Financial Partners, LLC | History | No change | 690,596 | 19,129 | 15.4% | 15.4% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 680,467 | 18,848 | 0.49% | 0.49% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Garde Capital, Inc. | History | No change | 677,996 | 18,780 | 0.84% | 0.84% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intergy Private Wealth, LLC | History | No change | 673,896 | 18,666 | 4.31% | 4.31% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 673,397 | 18,653 | 7.62% | 7.62% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 672,128 | 18,617 | 3.48% | 3.48% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 671,844 | 18,610 | 4.31% | 4.31% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 671,323 | 18,595 | 0.24% | 0.24% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 663,965 | 18,391 | 0.64% | 0.64% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 659,973 | 18,281 | 1.96% | 1.96% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apriem Advisors | History | No change | 651,760 | 18,053 | 1.56% | 1.56% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | No change | 650,399 | 18,016 | 3.25% | 3.25% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 641,177 | 17,760 | 9.1% | 9.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envision Financial LLC | History | No change | 636,123 | 17,620 | 8.12% | 8.12% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 632,381 | 17,516 | 2.15% | 2.15% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Financial Partners, LLC | History | No change | 631,962 | 17,505 | 6.81% | 6.81% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 630,720 | 17,470 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 635,710 | 17,386 | 3.18% | 3.18% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fort Point Capital Partners LLC | History | No change | 625,305 | 17,320 | 1.2% | 1.2% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 622,733 | 17,249 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 622,450 | 17,241 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 620,853 | 17,197 | 0.35% | 0.35% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 620,286 | 17,182 | 1.75% | 1.75% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powers Advisory Group, LLC | History | No change | 613,588 | 16,996 | 5.33% | 5.33% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 612,176 | 16,957 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 608,563 | 16,857 | 3.06% | 3.06% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 604,990 | 16,758 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RKL Wealth Management LLC | History | No change | 592,672 | 16,417 | 1.31% | 1.31% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 592,590 | 16,414 | 0.51% | 0.51% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 592,237 | 16,404 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 589,261 | 16,322 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friday Financial | History | Added to | 596,469 | 16,253 | 3.21% | 2.52% | 210 | +253,854 | 74.09% | Q3 2026 | Oct 09, 2026 |
| MYECFO, LLC | History | No change | 584,925 | 16,202 | 6.11% | 6.11% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 581,868 | 16,117 | 5.54% | 5.54% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 587,036 | 15,896 | 0.32% | 0.32% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zhang Financial LLC | History | No change | 572,438 | 15,856 | 0.46% | 0.46% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TPG Advisors LLC | History | No change | 567,857 | 15,729 | 8.63% | 8.63% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 565,124 | 15,653 | 0.17% | 0.17% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Freestate Advisors LLC | History | Reduced | 568,369 | 15,613 | 12.01% | 12.3% | 217 | -26,004 | -4.38% | Q3 2026 | Oct 09, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 559,279 | 15,492 | 3.42% | 3.42% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 559,144 | 15,488 | 2.27% | 2.27% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 554,766 | 15,367 | 5.62% | 5.62% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brightwater Advisory LLC | History | No change | 548,347 | 15,189 | 9.6% | 9.6% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 544,301 | 15,077 | 0.32% | 0.32% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | No change | 535,959 | 14,846 | 0.46% | 0.46% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Denver PWM, LLC | History | No change | 520,247 | 14,827 | 4.85% | 4.85% | 224 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Leeward Financial Partners, LLC | History | No change | 532,437 | 14,748 | 3.87% | 3.87% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creekside Partners | History | No change | 528,203 | 14,631 | 5.3% | 5.3% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| White & Co Financial Planning Inc | History | No change | 513,065 | 14,211 | 8.8% | 8.8% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 511,799 | 14,176 | 6.24% | 6.24% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 508,759 | 14,092 | 0.88% | 0.88% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 508,004 | 14,071 | 2.08% | 2.08% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMI Advisory Services, LLC | History | No change | 501,624 | 13,980 | 2.27% | 2.27% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 500,289 | 13,857 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 499,990 | 13,849 | 6.47% | 6.47% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seneca Financial Advisors LLC | History | No change | 492,450 | 13,640 | 3.54% | 3.54% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 492,997 | 13,542 | 0.34% | 0.33% | 235 | +36,533 | 8.0% | Q3 2026 | Oct 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 488,574 | 13,533 | 0.78% | 0.78% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 488,237 | 13,524 | 3.07% | 3.07% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 481,397 | 13,334 | 5.3% | 5.3% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Advantage, Inc. | History | No change | 475,697 | 13,176 | 1.61% | 1.61% | 239 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Seros Financial, LLC | History | No change | 473,896 | 13,126 | 6.84% | 6.84% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Advisory Group LLC | History | No change | 471,708 | 13,066 | 3.11% | 3.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Livet Wealth, LLC | History | No change | 471,249 | 13,053 | 7.53% | 7.53% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 457,796 | 12,680 | 0.21% | 0.21% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 456,965 | 12,657 | 1.91% | 1.91% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 455,446 | 12,615 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 452,428 | 12,532 | 0.14% | 0.14% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 451,796 | 12,514 | 1.37% | 1.37% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, LLC | History | No change | 450,411 | 12,476 | 0.67% | 0.67% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 451,926 | 12,455 | 0.73% | 0.73% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 449,591 | 12,453 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobsen Capital Management | History | No change | 447,644 | 12,399 | 3.63% | 3.63% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arnold Financial Planning LLC | History | No change | 442,962 | 12,270 | 9.15% | 9.15% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 440,361 | 12,198 | 9.84% | 9.84% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Financial, LLC | History | No change | 439,581 | 12,176 | 8.33% | 8.33% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 439,328 | 12,169 | 8.65% | 8.65% | 255 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gleason Group, Inc. | History | No change | 437,763 | 12,126 | 1.06% | 1.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Counsel, LLC | History | No change | 429,656 | 11,901 | 1.47% | 1.47% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 424,587 | 11,761 | 2.72% | 2.72% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 424,434 | 11,756 | 1.34% | 1.34% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 422,073 | 11,691 | 0.37% | 0.37% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 419,909 | 11,631 | 2.48% | 2.48% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 413,584 | 11,613 | 4.01% | 4.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 417,415 | 11,562 | 0.33% | 0.33% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chesapeake Wealth Management | History | No change | 408,074 | 11,303 | 3.17% | 3.17% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 406,127 | 11,249 | 1.38% | 1.38% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 405,911 | 11,243 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 405,350 | 11,218 | 0.54% | 0.54% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 404,364 | 11,200 | 0.13% | 0.13% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 399,736 | 11,073 | 1.2% | 1.2% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 390,816 | 10,825 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 388,571 | 10,763 | 2.96% | 2.96% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thrive Wealth Management, LLC | History | No change | 384,011 | 10,637 | 1.35% | 1.35% | 272 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 382,129 | 10,584 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 382,030 | 10,582 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| James J. Burns & Company, LLC | History | No change | 381,900 | 10,578 | 1.15% | 1.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 380,088 | 10,528 | 2.12% | 2.12% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 374,153 | 10,364 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 374,000 | 10,359 | 0.88% | 0.88% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bogart Wealth, LLC | History | No change | 372,825 | 10,327 | 0.35% | 0.35% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 368,873 | 10,217 | 1.34% | 1.34% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Davis Capital Management | History | Added to | 367,175 | 10,086 | 6.03% | 5.76% | 281 | +15,586 | 4.43% | Q3 2026 | Oct 08, 2026 |
| BAILARD, INC. | History | No change | 364,051 | 10,084 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Firestone Capital Management | History | No change | 359,623 | 9,961 | 1.85% | 1.85% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 355,213 | 9,839 | 0.85% | 0.85% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Barden Capital Management, Inc. | History | Added to | 356,123 | 9,782 | 8.9% | 9.07% | 285 | +1,006 | 0.28% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 352,473 | 9,763 | 0.54% | 0.54% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 351,009 | 9,722 | 1.12% | 1.12% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| L2 Asset Management, LLC | History | No change | 350,640 | 9,712 | 1.01% | 1.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 350,492 | 9,708 | 1.86% | 1.86% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 350,303 | 9,703 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 349,524 | 9,681 | 1.94% | 1.94% | 291 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 347,499 | 9,625 | 3.9% | 3.9% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 343,996 | 9,528 | 1.25% | 1.25% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestwell Advisors, LLC | History | No change | 343,227 | 9,507 | 2.28% | 2.28% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holistic Financial Partners | History | No change | 342,413 | 9,484 | 5.8% | 5.8% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 341,501 | 9,381 | 2.41% | 2.44% | 296 | -1,370 | -0.4% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 338,286 | 9,370 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MA Private Wealth | History | No change | 337,876 | 9,359 | 1.39% | 1.39% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Private Trust Co. | History | Reduced | 339,433 | 9,324 | 0.51% | 0.54% | 299 | -15,294 | -4.31% | Q3 2026 | Oct 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 335,757 | 9,300 | 0.46% | 0.46% | 300 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |