SCHWAB STRATEGIC TRUST - FNDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 137,214,468 | 5,222,382 | 0.7% | 0.89% | 1 | -42,027,324 | -23.45% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,896,380 | 110,236 | 5.45% | 5.28% | 2 | +9,286 | 0.32% | Q2 2026 | Jul 15, 2026 |
| Boulay Financial Advisors, LLC | History | New | 2,689,045 | 102,345 | 9.48% | — | 3 | +2,689,045 | New | Q2 2026 | Aug 04, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,176,267 | 82,828 | 3.05% | 2.83% | 4 | +68,568 | 3.25% | Q2 2026 | Jul 28, 2026 |
| Prairiewood Capital, LLC | History | Added to | 2,088,254 | 79,478 | 20.6% | 19.26% | 5 | +34,459 | 1.68% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,971,498 | 75,035 | 0.71% | 1.11% | 6 | -1,771,423 | -47.33% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 1,495,260 | 56,909 | 0.01% | 0.01% | 7 | +16,985 | 1.15% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,444,411 | 54,974 | 0.41% | 0.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,229,114 | 46,780 | 8.46% | 8.11% | 9 | -36,916 | -2.92% | Q2 2026 | Jul 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,174,381 | 44,696 | 8.21% | 7.99% | 10 | +16,609 | 1.43% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | Added to | 1,132,677 | 43,109 | 0.0% | 0.0% | 11 | +3,077 | 0.27% | Q2 2026 | Aug 13, 2026 |
| Solitude Financial Services | History | Added to | 1,046,847 | 39,842 | 11.03% | 10.52% | 12 | +16,954 | 1.65% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 961,088 | 36,579 | 0.0% | 0.0% | 13 | +61,018 | 6.78% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 907,290 | 34,531 | 4.53% | 4.39% | 14 | -33,047 | -3.51% | Q2 2026 | Aug 05, 2026 |
| First Pacific Financial | History | Added to | 885,996 | 33,721 | 4.02% | 3.67% | 15 | +6,039 | 0.69% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 803,306 | 30,587 | 0.01% | 0.01% | 16 | -114,821 | -12.51% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 800,230 | 30,456 | 0.56% | 0.63% | 17 | -18,194 | -2.22% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 763,063 | 29,042 | 1.39% | 1.31% | 18 | -8,670 | -1.12% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 732,553 | 26,434 | 0.08% | 0.04% | 19 | +466,452 | 175.29% | Q2 2026 | Aug 10, 2026 |
| Gemmer Asset Management LLC | History | Added to | 656,112 | 24,971 | 1.68% | 1.66% | 20 | +9,208 | 1.42% | Q2 2026 | Jul 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 622,642 | 23,697 | 0.92% | 0.89% | 21 | +1,953 | 0.31% | Q2 2026 | Jul 02, 2026 |
| Wealth Forward, LLC | History | Added to | 603,841 | 22,982 | 11.45% | 10.84% | 22 | +11,634 | 1.96% | Q2 2026 | Jul 29, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 598,617 | 22,783 | 4.97% | 4.29% | 23 | +26,915 | 4.71% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 558,855 | 21,271 | 0.02% | 0.01% | 24 | +441,741 | 377.19% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 551,284 | 20,981 | 0.02% | 0.02% | 25 | +37,303 | 7.26% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 524,112 | 19,947 | 0.02% | 0.02% | 26 | -18,477 | -3.41% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 485,593 | 18,481 | 0.01% | 0.01% | 27 | +46,231 | 10.52% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 470,018 | 17,889 | 0.82% | 0.79% | 28 | -1,929 | -0.41% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Added to | 457,746 | 17,421 | 0.07% | 0.08% | 29 | +25,949 | 6.01% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 442,641 | 16,846 | 2.47% | 2.27% | 30 | -4,761 | -1.06% | Q2 2026 | Aug 06, 2026 |
| Charles Schwab Trust Co | History | Added to | 431,168 | 16,410 | 0.92% | 0.89% | 31 | +6,659 | 1.57% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 424,289 | 16,148 | 0.0% | 0.0% | 32 | +240,821 | 131.26% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 390,724 | 14,870 | 3.04% | 2.73% | 33 | +16,116 | 4.3% | Q2 2026 | Jul 02, 2026 |
| LPL Financial LLC | History | Reduced | 367,791 | 13,998 | 0.0% | 0.0% | 34 | -102,551 | -21.8% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 359,618 | 13,687 | 1.25% | 1.56% | 35 | -83,149 | -18.78% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 356,163 | 13,555 | 0.05% | 0.01% | 36 | +308,305 | 644.21% | Q2 2026 | Aug 11, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 332,827 | 12,667 | 2.54% | 2.41% | 37 | +4,114 | 1.25% | Q2 2026 | Jul 27, 2026 |
| Sound Stewardship, LLC | History | Added to | 321,406 | 12,232 | 5.05% | 4.65% | 38 | +8,388 | 2.68% | Q2 2026 | Jul 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 307,499 | 11,703 | 1.31% | 1.2% | 39 | +8,645 | 2.89% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 298,409 | 11,357 | 0.07% | 0.07% | 40 | +7,624 | 2.62% | Q2 2026 | Aug 14, 2026 |
| HORAN Wealth, LLC | History | Reduced | 289,037 | 11,000 | 1.38% | 1.78% | 41 | -288,045 | -49.91% | Q2 2026 | Aug 26, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 281,940 | 10,730 | 1.36% | 1.32% | 42 | -2,723 | -0.96% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 277,675 | 10,568 | 0.17% | 0.17% | 43 | -5,620 | -1.98% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 270,185 | 10,283 | 0.01% | 0.01% | 44 | -189,477 | -41.22% | Q2 2026 | Aug 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 266,452 | 10,141 | 0.44% | 0.5% | 45 | -17,081 | -6.02% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Added to | 238,430 | 9,074 | 0.01% | 0.01% | 46 | +18,398 | 8.36% | Q2 2026 | Aug 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 386,724 | 8,772 | 3.0% | 2.89% | 47 | +28,164 | 7.85% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 220,136 | 8,378 | 0.46% | 0.43% | 48 | -1,556 | -0.7% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 215,745 | 8,210 | 0.01% | 0.01% | 49 | +16,093 | 8.06% | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 212,362 | 8,082 | 1.03% | 0.95% | 50 | +943 | 0.45% | Q2 2026 | Aug 10, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 207,650 | 7,903 | 2.26% | 2.08% | 51 | -2,807 | -1.33% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 200,581 | 7,634 | 0.0% | 0.0% | 52 | +56,143 | 38.87% | Q2 2026 | Aug 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 195,627 | 7,445 | 2.01% | 1.9% | 53 | +4,553 | 2.38% | Q2 2026 | Jul 23, 2026 |
| Marble Wealth, LLC | History | Reduced | 185,554 | 7,062 | 1.08% | 1.06% | 54 | -799 | -0.43% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 180,275 | 6,861 | 0.0% | 0.0% | 55 | +21,056 | 13.22% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 176,941 | 6,734 | 0.02% | 0.02% | 56 | +46,906 | 36.07% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 175,158 | 6,666 | 0.68% | 0.65% | 57 | +622 | 0.36% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 173,342 | 6,555 | 0.0% | 0.0% | 58 | +24,309 | 16.31% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 169,974 | 6,469 | 0.0% | 0.0% | 59 | +28,225 | 19.91% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 166,945 | 6,353 | 0.01% | 0.01% | 60 | +16,122 | 10.69% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | Added to | 159,754 | 6,080 | 0.01% | 0.01% | 61 | +4,605 | 2.97% | Q2 2026 | Aug 05, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 155,475 | 5,917 | 0.31% | 0.32% | 62 | -6,284 | -3.88% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 151,447 | 5,764 | 0.0% | 0.0% | 63 | +8,624 | 6.04% | Q2 2026 | Aug 13, 2026 |
| Northland Capital Management LLC | History | Added to | 144,466 | 5,498 | 2.96% | 2.51% | 64 | +3,019 | 2.13% | Q2 2026 | Jul 21, 2026 |
| Founders Capital Management | History | Added to | 140,492 | 5,347 | 2.31% | 2.2% | 65 | +1,482 | 1.07% | Q2 2026 | Jul 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 139,396 | 5,305 | 1.04% | 1.04% | 66 | -83 | -0.06% | Q2 2026 | Jul 24, 2026 |
| Capital Advantage, Inc. | History | Added to | 138,467 | 5,270 | 0.64% | 0.56% | 67 | +6,728 | 5.11% | Q2 2026 | Jul 13, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 134,251 | 5,109 | 2.25% | 2.05% | 68 | +12,835 | 10.57% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 131,940 | 5,021 | 0.16% | 0.16% | 69 | +2,596 | 2.01% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | Reduced | 127,354 | 4,847 | 0.01% | 0.01% | 70 | -2,453 | -1.89% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | Reduced | 125,370 | 4,771 | 1.18% | 1.16% | 71 | -2,195 | -1.72% | Q2 2026 | Aug 03, 2026 |
| Texas Yale Capital Corp. | History | No change | 122,200 | 4,650 | 0.1% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Womack Financial LLC | History | Reduced | 120,674 | 4,592 | 3.04% | 2.89% | 73 | -616 | -0.51% | Q2 2026 | Aug 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 120,560 | 4,512 | 0.7% | 0.67% | 74 | +7,489 | 6.62% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,211 | 4,308 | 0.01% | 0.01% | 75 | -38,610 | -25.43% | Q2 2026 | Jul 29, 2026 |
| Traub Capital Management LLC | History | Added to | 106,753 | 4,063 | 3.62% | 3.39% | 76 | +1,365 | 1.3% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 104,966 | 3,995 | 0.13% | 0.13% | 77 | -2,342 | -2.18% | Q2 2026 | Jul 17, 2026 |
| Verum Partners LLC | History | Reduced | 99,237 | 3,776 | 0.56% | 0.64% | 78 | -3,951 | -3.83% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 97,454 | 3,709 | 0.01% | 0.01% | 79 | -4,644 | -4.55% | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | Added to | 96,609 | 3,676 | 1.56% | 1.36% | 80 | +29,968 | 44.97% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 95,067 | 3,618 | 0.07% | 0.05% | 81 | +13,341 | 16.32% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 93,623 | 3,563 | 0.03% | 0.03% | 82 | +134 | 0.14% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 93,414 | 3,555 | 0.36% | 0.35% | 83 | +49 | 0.05% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,617 | 3,354 | 0.01% | 0.01% | 84 | +5,194 | 6.15% | Q2 2026 | Jul 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 87,059 | 3,313 | 0.51% | 0.5% | 85 | +824 | 0.96% | Q2 2026 | Aug 17, 2026 |
| Breakwater Capital Group | History | Added to | 86,975 | 3,310 | 0.4% | 0.36% | 86 | +5,084 | 6.21% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | Added to | 84,899 | 3,231 | 0.01% | 0.01% | 87 | +15,735 | 22.75% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,154 | 3,164 | 0.02% | 0.02% | 88 | +5,864 | 7.59% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 82,702 | 3,147 | 0.03% | 0.06% | 89 | -87,342 | -51.36% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | Reduced | 81,709 | 3,109 | 2.34% | 4.66% | 90 | -79,806 | -49.41% | Q2 2026 | Jul 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 81,681 | 3,108 | 0.04% | 0.04% | 91 | +4,495 | 5.82% | Q2 2026 | Jul 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 81,394 | 3,097 | 0.29% | 0.25% | 92 | +6,390 | 8.52% | Q2 2026 | Jul 14, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 80,417 | 3,060 | 0.81% | 0.74% | 93 | +1,508 | 1.91% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 79,561 | 3,028 | 0.02% | 0.03% | 94 | -1,774 | -2.18% | Q2 2026 | Sep 23, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 76,504 | 2,911 | 1.14% | 1.13% | 95 | -224 | -0.29% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Reduced | 72,663 | 2,765 | 0.0% | 0.0% | 96 | -26,398 | -26.65% | Q2 2026 | Aug 27, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 69,670 | 2,651 | 0.4% | 0.37% | 97 | +190 | 0.27% | Q2 2026 | Jul 20, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 69,487 | 2,644 | 0.57% | 0.54% | 98 | -941 | -1.34% | Q2 2026 | Jul 22, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 69,451 | 2,643 | 1.45% | 1.33% | 99 | -597 | -0.85% | Q2 2026 | Jul 24, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 68,812 | 2,618 | 1.74% | 1.66% | 100 | +963 | 1.42% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 67,948 | 2,586 | 0.34% | 0.32% | 101 | -271 | -0.4% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 67,824 | 2,581 | 0.01% | 0.01% | 102 | +2,901 | 4.47% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 63,261 | 2,407 | 0.07% | 0.08% | 103 | -8,617 | -11.99% | Q2 2026 | Jul 27, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 63,138 | 2,403 | 1.38% | 1.27% | 104 | +2,620 | 4.33% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 61,580 | 2,343 | 0.01% | 0.01% | 105 | +597 | 0.98% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,337 | 2,334 | 0.0% | 0.0% | 106 | +3,913 | 6.81% | Q2 2026 | Sep 23, 2026 |
| BCS Wealth Management | History | Added to | 61,195 | 2,329 | 0.42% | 0.34% | 107 | +10,422 | 20.53% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,665 | 2,308 | 0.0% | 0.0% | 108 | +1,448 | 2.45% | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 59,039 | 2,247 | 0.88% | 0.75% | 109 | +7,602 | 14.78% | Q2 2026 | Aug 14, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 58,331 | 2,220 | 2.89% | 2.91% | 110 | -2,722 | -4.46% | Q2 2026 | Jul 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 58,170 | 2,205 | 0.72% | 0.84% | 111 | +1,065 | 1.86% | Q2 2026 | Jul 30, 2026 |
| Williams Financial, LLC | History | Added to | 57,377 | 2,183 | 1.13% | 1.04% | 112 | +2,460 | 4.48% | Q2 2026 | Jul 21, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 56,698 | 2,157 | 1.12% | 0.96% | 113 | +6,436 | 12.8% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Added to | 56,615 | 2,155 | 0.0% | 0.0% | 114 | +6,779 | 13.6% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,100 | 2,020 | 0.01% | 0.0% | 115 | +28,677 | 117.42% | Q2 2026 | Jul 28, 2026 |
| McAdam, LLC | History | Reduced | 53,014 | 2,017 | 0.08% | 0.27% | 116 | -130,008 | -71.03% | Q2 2026 | Aug 04, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 52,750 | 2,007 | 1.64% | 1.57% | 117 | +2,535 | 5.05% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 52,366 | 1,993 | 0.19% | 0.18% | 118 | +2,397 | 4.8% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,173 | 1,909 | 0.01% | 0.02% | 119 | -5,105 | -9.24% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 50,113 | 1,907 | 0.0% | 0.0% | 120 | -6,083 | -10.82% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | Added to | 49,812 | 1,895 | 0.0% | 0.0% | 121 | +24,658 | 98.03% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 48,602 | 1,850 | 0.08% | 0.02% | 122 | +32,769 | 206.97% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 46,444 | 1,767 | 0.42% | 0.47% | 123 | -5,978 | -11.4% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 45,229 | 1,721 | 0.11% | 0.1% | 124 | +3,874 | 9.37% | Q2 2026 | Aug 07, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 44,786 | 1,704 | 0.66% | 0.59% | 125 | +1,697 | 3.94% | Q2 2026 | Jul 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 44,176 | 1,681 | 0.45% | 0.45% | 126 | -2,556 | -5.47% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,131 | 1,679 | 0.0% | 0.0% | 127 | +5,587 | 14.5% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,460 | 1,677 | 0.0% | 0.0% | 128 | +4,296 | 10.7% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Reduced | 43,814 | 1,667 | 0.11% | 0.12% | 129 | -5,212 | -10.63% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,417 | 1,652 | 0.1% | 0.1% | 130 | -12 | -0.03% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 41,787 | 1,590 | 0.02% | 0.02% | 131 | +10,252 | 32.51% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 41,526 | 1,580 | 0.01% | — | 132 | +41,526 | New | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 40,885 | 1,556 | 0.0% | 0.0% | 133 | -922 | -2.21% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 40,561 | 1,543 | 0.05% | 0.05% | 134 | -28 | -0.07% | Q2 2026 | Aug 10, 2026 |
| Westmount Partners, LLC | History | No change | 40,438 | 1,539 | 0.34% | 0.32% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 39,730 | 1,512 | 0.15% | 0.14% | 136 | +58 | 0.15% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,515 | 1,503 | 0.03% | 0.03% | 137 | +801 | 2.07% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 38,836 | 1,478 | 0.25% | 0.25% | 138 | -1,634 | -4.04% | Q2 2026 | Jul 16, 2026 |
| Financial Architects, LLC | History | Reduced | 38,395 | 1,461 | 0.7% | 0.68% | 139 | -1,150 | -2.91% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,030 | 1,447 | 0.02% | 0.02% | 140 | +7,070 | 22.84% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 37,790 | 1,438 | 0.02% | 0.01% | 141 | +28,216 | 294.71% | Q2 2026 | Jul 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,686 | 1,434 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,626 | 1,432 | 0.0% | 0.0% | 143 | +4,526 | 13.67% | Q2 2026 | Aug 05, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 36,748 | 1,398 | 1.04% | 1.69% | 144 | -16,799 | -31.37% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 35,845 | 1,364 | 0.0% | 0.0% | 145 | +10,555 | 41.74% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,528 | 1,352 | 0.0% | 0.0% | 146 | +971 | 2.81% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 35,288 | 1,343 | 0.33% | 1.02% | 147 | -87,553 | -71.27% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | Reduced | 34,978 | 1,331 | 0.1% | 0.09% | 148 | -47 | -0.13% | Q2 2026 | Jul 06, 2026 |
| Brio Consultants, LLC | History | Added to | 34,427 | 1,310 | 0.15% | 0.14% | 149 | +2,993 | 9.52% | Q2 2026 | Aug 12, 2026 |
| Red Mountain Financial, LLC | History | Added to | 34,382 | 1,308 | 1.1% | 1.02% | 150 | +850 | 2.53% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 34,090 | 1,297 | 0.12% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | Reduced | 33,841 | 1,287 | 0.08% | 0.08% | 152 | -1,538 | -4.35% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 32,725 | 1,245 | 0.01% | 0.0% | 153 | +5,399 | 19.76% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 32,636 | 1,242 | 0.0% | 0.0% | 154 | -644 | -1.94% | Q2 2026 | Aug 07, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 31,796 | 1,210 | 0.66% | 0.95% | 155 | -13,969 | -30.52% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,788 | 1,209 | 0.01% | 0.01% | 156 | +388 | 1.24% | Q2 2026 | Aug 18, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 30,892 | 1,175 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,595 | 1,126 | 0.01% | 0.01% | 158 | -1,449 | -4.67% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,136 | 1,108 | 0.0% | 0.0% | 159 | +124 | 0.43% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,636 | 1,089 | 0.0% | 0.0% | 160 | +2,032 | 7.64% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 28,471 | 1,083 | 0.81% | 0.88% | 161 | -3,808 | -11.8% | Q2 2026 | Jul 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 28,165 | 1,071 | 0.07% | 0.07% | 162 | -3,779 | -11.83% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | Added to | 27,905 | 1,062 | 0.07% | 0.06% | 163 | +1,957 | 7.54% | Q2 2026 | Aug 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,462 | 1,045 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 26,456 | 1,006 | 0.05% | 0.05% | 165 | +362 | 1.39% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 26,239 | 998 | 0.64% | 0.44% | 166 | +5,406 | 25.95% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 25,804 | 982 | 0.01% | 0.01% | 167 | -811 | -3.05% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 25,380 | 965 | 0.07% | 0.07% | 168 | +477 | 1.92% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 24,432 | 929 | 0.03% | 0.04% | 169 | -2,446 | -9.1% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | Added to | 23,956 | 911 | 0.01% | 0.01% | 170 | +2,856 | 13.54% | Q2 2026 | Aug 03, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 23,959 | 911 | 0.09% | 0.09% | 172 | -471 | -1.93% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,959 | 911 | 0.0% | 0.0% | 171 | -270 | -1.11% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 23,588 | 897 | 0.28% | 0.24% | 173 | +1,032 | 4.58% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 23,722 | 893 | 0.19% | 0.18% | 175 | -669 | -2.74% | Q2 2026 | Jul 22, 2026 |
| CVA Family Office, LLC | History | Added to | 23,472 | 893 | 0.08% | 0.08% | 174 | +10 | 0.04% | Q2 2026 | Aug 07, 2026 |
| True North Advisors, LLC | History | New | 23,454 | 892 | 0.09% | — | 176 | +23,454 | New | Q2 2026 | Jul 22, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 23,356 | 888 | 0.02% | 0.02% | 177 | +366 | 1.59% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 22,626 | 861 | 0.0% | 0.0% | 178 | -842 | -3.59% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,330 | 849 | 0.01% | 0.01% | 179 | +2,202 | 10.94% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 22,292 | 848 | 0.01% | 0.02% | 180 | -20,138 | -47.46% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 21,888 | 833 | 0.02% | 0.01% | 181 | -2,013 | -8.42% | Q2 2026 | Jul 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 21,903 | 833 | 0.35% | 0.33% | 182 | +56 | 0.26% | Q2 2026 | Jul 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,854 | 831 | 0.05% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | Reduced | 21,607 | 822 | 0.06% | 0.07% | 184 | -7,563 | -25.93% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,581 | 821 | 0.0% | 0.0% | 185 | +63 | 0.29% | Q2 2026 | Aug 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 21,528 | 819 | 0.26% | 0.26% | 186 | -870 | -3.88% | Q2 2026 | Jul 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 21,234 | 808 | 0.36% | 0.36% | 187 | +175 | 0.83% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,717 | 788 | 0.15% | 0.14% | 188 | +1,268 | 6.52% | Q2 2026 | Jul 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 20,567 | 782 | 0.56% | 0.49% | 189 | -106 | -0.51% | Q2 2026 | Aug 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 20,184 | 768 | 0.01% | 0.02% | 190 | -610 | -2.93% | Q2 2026 | Jul 28, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 20,180 | 768 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 19,807 | 753 | 0.02% | 0.01% | 192 | +1,901 | 10.62% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | New | 19,538 | 743 | 0.0% | — | 193 | +19,538 | New | Q2 2026 | Aug 11, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 19,320 | 735 | 0.36% | 0.35% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 19,292 | 734 | 0.01% | 0.01% | 195 | -107 | -0.55% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,209 | 731 | 0.02% | 0.02% | 196 | +104 | 0.54% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,089 | 726 | 0.02% | 0.02% | 197 | -526 | -2.68% | Q2 2026 | Jul 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 18,950 | 721 | 0.06% | 0.06% | 198 | -289 | -1.5% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 18,609 | 708 | 0.01% | 0.01% | 199 | -962 | -4.92% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,578 | 707 | 0.04% | 0.04% | 201 | +448 | 2.47% | Q2 2026 | Jul 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 18,596 | 707 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 18,531 | 705 | 0.0% | 0.01% | 202 | +9,192 | 98.43% | Q2 2026 | Aug 10, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 18,530 | 705 | 0.06% | 0.05% | 203 | +532 | 2.96% | Q2 2026 | Jul 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,319 | 697 | 0.2% | 0.2% | 204 | +20 | 0.11% | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | Added to | 18,298 | 696 | 0.08% | 0.1% | 205 | +1,007 | 5.82% | Q2 2026 | Sep 02, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 18,210 | 693 | 0.08% | 0.08% | 206 | +47 | 0.26% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,532 | 690 | 0.01% | 0.01% | 207 | +1,316 | 7.64% | Q2 2026 | Jul 29, 2026 |
| RMG Wealth Management LLC | History | New | 27,146 | 689 | 0.07% | — | 208 | +27,146 | New | Q2 2026 | Aug 13, 2026 |
| Providence First Trust Co | History | New | 17,865 | 679 | 0.19% | — | 209 | +17,865 | New | Q2 2026 | Jul 27, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 17,629 | 670 | 0.0% | 0.0% | 210 | -6,129 | -25.8% | Q2 2026 | Aug 04, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 17,621 | 670 | 0.21% | 0.2% | 211 | -802 | -4.35% | Q2 2026 | Jul 14, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 17,232 | 655 | 0.53% | 0.58% | 212 | -2,958 | -14.65% | Q2 2026 | Aug 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 17,030 | 648 | 0.05% | 0.05% | 213 | -8 | -0.05% | Q2 2026 | Jul 17, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 16,810 | 639 | 0.27% | 0.27% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,785 | 638 | 0.0% | 0.0% | 215 | +1,340 | 8.68% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 16,747 | 637 | 0.01% | 0.01% | 216 | -30 | -0.18% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 16,353 | 622 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 16,091 | 612 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 15,777 | 600 | 0.0% | 0.0% | 219 | +585 | 3.85% | Q2 2026 | Aug 13, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 15,489 | 590 | 0.28% | 0.25% | 220 | -55 | -0.35% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | Added to | 15,472 | 588 | 0.0% | 0.0% | 221 | +3,652 | 30.9% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,219 | 579 | 0.0% | 0.0% | 222 | +3,348 | 28.2% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 14,990 | 571 | 0.06% | 0.05% | 223 | +3 | 0.02% | Q2 2026 | Jul 31, 2026 |
| DDD Partners, LLC | History | Reduced | 14,912 | 567 | 0.04% | 0.1% | 224 | -28,826 | -65.91% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | Reduced | 14,531 | 553 | 0.03% | 0.02% | 225 | -1,223 | -7.76% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 14,251 | 542 | 0.02% | 0.02% | 226 | -134 | -0.93% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 14,201 | 540 | 0.02% | 0.02% | 227 | +86 | 0.61% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 14,208 | 540 | 0.06% | 0.06% | 228 | +4 | 0.03% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,138 | 538 | 0.01% | 0.02% | 229 | -727 | -4.89% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,092 | 536 | 0.01% | 0.01% | 230 | -39 | -0.28% | Q2 2026 | Aug 07, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 13,807 | 525 | 0.05% | 0.04% | 231 | +995 | 7.77% | Q2 2026 | Jul 13, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 13,594 | 517 | 0.48% | 0.51% | 232 | -1,373 | -9.17% | Q2 2026 | Jul 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 13,566 | 516 | 0.36% | 0.31% | 233 | +812 | 6.37% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,553 | 515 | 0.0% | 0.03% | 234 | -158,052 | -92.1% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,453 | 512 | 0.0% | 0.0% | 235 | +2,207 | 19.62% | Q2 2026 | Aug 14, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 13,244 | 504 | 0.12% | 0.14% | 236 | -1,050 | -7.35% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 13,203 | 502 | 0.03% | 0.03% | 237 | +170 | 1.3% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,154 | 500 | 0.01% | 0.01% | 238 | +2,174 | 19.8% | Q2 2026 | Aug 03, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 13,036 | 496 | 0.23% | 0.22% | 240 | -172 | -1.3% | Q2 2026 | Jul 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,039 | 496 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | Reduced | 12,874 | 481 | 0.01% | 0.02% | 241 | -3,646 | -22.07% | Q2 2026 | Jul 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 12,627 | 480 | 0.07% | 0.07% | 242 | +1 | 0.01% | Q2 2026 | Jul 28, 2026 |
| Annandale Capital, LLC | History | No change | 12,600 | 480 | 0.07% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 12,552 | 477 | 0.05% | 0.05% | 244 | +300 | 2.45% | Q2 2026 | Jul 23, 2026 |
| Curi Capital, LLC | History | Reduced | 12,516 | 476 | 0.01% | 0.01% | 245 | -2,889 | -18.75% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | Added to | 12,447 | 473 | 0.09% | 0.08% | 246 | +32 | 0.26% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,400 | 471 | 0.24% | 0.22% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 12,269 | 466 | 0.09% | 0.08% | 248 | -57 | -0.46% | Q2 2026 | Aug 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 12,106 | 461 | 0.03% | 0.03% | 249 | +511 | 4.41% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | No change | 12,008 | 457 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Directional Asset Management | History | Added to | 11,804 | 449 | 0.38% | 0.35% | 251 | +30 | 0.25% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 11,629 | 442 | 0.01% | — | 253 | +11,629 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 11,624 | 442 | 0.0% | 0.0% | 252 | +881 | 8.2% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 11,554 | 439 | 0.0% | 0.0% | 254 | +4,317 | 59.65% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | Reduced | 11,347 | 431 | 0.16% | 0.16% | 255 | -303 | -2.6% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,245 | 427 | 0.0% | 0.0% | 257 | +4,642 | 70.3% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 11,223 | 427 | 0.03% | 0.03% | 256 | -438 | -3.76% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 11,218 | 426 | 0.0% | — | 258 | +11,218 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,131 | 423 | 0.0% | 0.01% | 259 | -20,759 | -65.1% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 10,853 | 413 | 0.01% | 0.01% | 260 | +192 | 1.8% | Q2 2026 | Aug 13, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 10,850 | 412 | 0.05% | 0.05% | 261 | -484 | -4.27% | Q2 2026 | Aug 04, 2026 |
| Trust Point Inc. | History | Added to | 10,755 | 409 | 0.03% | 0.03% | 262 | +875 | 8.86% | Q2 2026 | Jul 08, 2026 |
| Addison Advisors LLC | History | Reduced | 10,733 | 408 | 0.19% | 0.64% | 263 | -77,906 | -87.89% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,648 | 405 | 0.0% | 0.0% | 264 | +4,562 | 74.96% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,523 | 400 | 0.0% | — | 265 | +10,523 | New | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,485 | 399 | 0.01% | 0.01% | 266 | +621 | 6.3% | Q2 2026 | Jul 31, 2026 |
| Plan A Wealth LLC | History | Added to | 10,358 | 394 | 0.17% | 0.16% | 267 | +256 | 2.53% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,128 | 385 | 0.01% | 0.0% | 268 | -1,365 | -11.88% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,675 | 378 | 0.02% | 0.02% | 269 | -7 | -0.06% | Q2 2026 | Jul 09, 2026 |
| Ethic Inc. | History | New | 9,922 | 377 | 0.0% | — | 270 | +9,922 | New | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,910 | 376 | 0.0% | 0.0% | 271 | +1,691 | 20.57% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,845 | 374 | 0.0% | 0.0% | 272 | +2,310 | 30.66% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,812 | 373 | 0.01% | 0.02% | 273 | -4,485 | -31.37% | Q2 2026 | Jul 06, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,762 | 371 | 0.22% | 0.17% | 274 | +25 | 0.26% | Q2 2026 | Jul 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 9,650 | 367 | 0.03% | 0.03% | 275 | +54 | 0.56% | Q2 2026 | Aug 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 9,448 | 359 | 0.05% | 0.04% | 276 | +5,124 | 118.5% | Q2 2026 | Aug 06, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 9,267 | 349 | 0.13% | 0.14% | 277 | -302 | -3.16% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 9,024 | 343 | 0.01% | 0.01% | 278 | +1,120 | 14.17% | Q2 2026 | Jul 31, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,982 | 341 | 0.18% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 8,951 | 340 | 0.19% | 0.22% | 281 | -1,325 | -12.89% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,952 | 340 | 0.01% | 0.01% | 280 | -537 | -5.66% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,783 | 334 | 0.01% | 0.0% | 282 | +2,215 | 33.72% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | Added to | 8,854 | 333 | 0.0% | 0.0% | 283 | +23 | 0.26% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 8,735 | 332 | 0.0% | 0.0% | 284 | -10,490 | -54.56% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | Added to | 8,646 | 329 | 0.07% | 0.06% | 285 | +247 | 2.94% | Q2 2026 | Jul 10, 2026 |
| XTX Topco Ltd | History | New | 8,628 | 328 | 0.0% | — | 286 | +8,628 | New | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 8,613 | 327 | 0.01% | — | 287 | +8,613 | New | Q2 2026 | Aug 03, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 8,566 | 326 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BXM Wealth LLC | History | New | 8,505 | 323 | 0.18% | — | 289 | +8,505 | New | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 8,221 | 312 | 0.01% | — | 290 | +8,221 | New | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,164 | 310 | 0.03% | 0.03% | 291 | +52 | 0.64% | Q2 2026 | Aug 06, 2026 |
| Smith Salley Wealth Management | History | No change | 8,026 | 305 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 8,000 | 304 | 0.02% | — | 293 | +8,000 | New | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,920 | 301 | 0.03% | 0.03% | 294 | +12 | 0.15% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | Reduced | 7,898 | 300 | 0.0% | 0.01% | 295 | -1,306 | -14.19% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 7,889 | 300 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,854 | 298 | 0.0% | 0.0% | 298 | +1,030 | 15.09% | Q2 2026 | Sep 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,850 | 298 | 0.01% | 0.01% | 297 | +24 | 0.31% | Q2 2026 | Jul 23, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,727 | 294 | 0.0% | 0.0% | 300 | -2,625 | -25.36% | Q2 2026 | Aug 12, 2026 |
| Horizon Investment Services, LLC | History | Added to | 7,729 | 294 | 0.08% | 0.09% | 299 | +47 | 0.61% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,574 | 288 | 0.0% | 0.0% | 301 | +785 | 11.56% | Q2 2026 | Aug 11, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 7,559 | 287 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Wealth Management LLC | History | No change | 7,552 | 287 | 0.09% | 0.08% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Wealth Management Group, LLC | History | No change | 7,477 | 284 | 0.09% | 0.09% | 304 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,417 | 282 | 0.01% | 0.0% | 305 | +450 | 6.46% | Q2 2026 | Jul 14, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 7,359 | 280 | 0.11% | 0.11% | 306 | +16 | 0.22% | Q2 2026 | Jul 08, 2026 |
| WealthCollab, LLC | History | No change | 7,381 | 280 | 0.1% | 0.1% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,355 | 279 | 0.01% | 0.0% | 309 | +4,265 | 138.03% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,331 | 279 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,342 | 279 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,287 | 277 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 7,230 | 275 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,203 | 274 | 0.0% | 0.0% | 313 | -2,751 | -27.64% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,165 | 272 | 0.0% | 0.0% | 314 | -244 | -3.29% | Q2 2026 | Aug 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 7,130 | 271 | 0.0% | 0.0% | 315 | -406 | -5.39% | Q2 2026 | Jul 22, 2026 |
| Williams & Novak, LLC | History | No change | 7,000 | 266 | 0.18% | 0.17% | 316 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 6,957 | 264 | 0.24% | — | 317 | +6,957 | New | Q2 2026 | Aug 03, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 6,887 | 262 | 0.13% | 0.12% | 318 | +87 | 1.28% | Q2 2026 | Aug 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 6,850 | 260 | 0.08% | 0.08% | 319 | -104 | -1.5% | Q2 2026 | Jul 29, 2026 |
| Clark Asset Management, LLC | History | Reduced | 6,795 | 258 | 0.02% | 0.02% | 320 | -205 | -2.93% | Q2 2026 | Jul 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 6,583 | 250 | 0.12% | 0.11% | 321 | -289 | -4.21% | Q2 2026 | Aug 04, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 6,506 | 247 | 0.02% | 0.02% | 322 | -237 | -3.51% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 6,486 | 246 | 0.0% | 0.0% | 324 | +1,027 | 18.81% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,475 | 246 | 0.02% | 0.02% | 323 | -173 | -2.6% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,445 | 245 | 0.09% | 0.09% | 325 | -8 | -0.12% | Q2 2026 | Jul 24, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 6,392 | 243 | 0.05% | 0.05% | 327 | -200 | -3.03% | Q2 2026 | Jul 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,386 | 243 | 0.0% | 0.0% | 326 | +67 | 1.06% | Q2 2026 | Jul 20, 2026 |
| Arnold Financial Planning LLC | History | No change | 6,341 | 241 | 0.18% | 0.19% | 328 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Western Financial Corp/CA | History | Added to | 6,315 | 240 | 0.07% | 0.08% | 329 | +3 | 0.05% | Q2 2026 | Jul 22, 2026 |
| Paragon Capital Management LLC | History | New | 6,064 | 230 | 0.11% | — | 330 | +6,064 | New | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 6,061 | 230 | 0.01% | 0.02% | 331 | -1,010 | -14.28% | Q2 2026 | Jul 08, 2026 |
| Factor Wealth Management LTD | History | Reduced | 6,020 | 229 | 0.03% | 0.06% | 332 | -3,252 | -35.07% | Q2 2026 | Jul 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,014 | 228 | 0.0% | 0.0% | 333 | -1,606 | -21.08% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 5,771 | 219 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 5,606 | 213 | 0.0% | 0.0% | 335 | -662 | -10.56% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 5,553 | 211 | 0.0% | 0.0% | 336 | +4,457 | 406.66% | Q2 2026 | Aug 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 5,504 | 209 | 0.02% | — | 337 | +5,504 | New | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 5,439 | 207 | 0.06% | 0.06% | 338 | +2 | 0.04% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,417 | 206 | 0.0% | 0.0% | 339 | +251 | 4.86% | Q2 2026 | Aug 14, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | New | 5,411 | 205 | 0.04% | — | 340 | +5,411 | New | Q2 2026 | Jul 17, 2026 |
| Pure Financial Advisors, LLC | History | New | 5,410 | 205 | 0.0% | — | 342 | +5,410 | New | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 5,391 | 205 | 0.0% | — | 341 | +5,391 | New | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,288 | 201 | 0.0% | 0.0% | 343 | -2,181 | -29.2% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 5,089 | 193 | 0.0% | 0.0% | 344 | +368 | 7.79% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,050 | 192 | 0.0% | 0.0% | 345 | +853 | 20.32% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 4,914 | 187 | 0.01% | — | 347 | +4,914 | New | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,927 | 187 | 0.0% | 0.0% | 346 | +172 | 3.62% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,904 | 186 | 0.01% | 0.01% | 348 | -437 | -8.18% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,793 | 182 | 0.01% | 0.01% | 349 | +1,919 | 66.77% | Q2 2026 | Aug 06, 2026 |
| Smithfield Trust Co | History | No change | 4,738 | 180 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kings Path Partners LLC | History | No change | 4,588 | 174 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | No change | 4,316 | 164 | 0.09% | 0.08% | 352 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,048 | 154 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 3,950 | 150 | 0.0% | 0.0% | 354 | -229 | -5.48% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,765 | 143 | 0.01% | 0.0% | 355 | +1,341 | 55.32% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,396 | 129 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | New | 3,350 | 127 | 0.02% | — | 358 | +3,350 | New | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,338 | 127 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,302 | 121 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 3,155 | 120 | 0.0% | 0.01% | 360 | -2,285 | -42.0% | Q2 2026 | Aug 10, 2026 |
| Brooklyn FI, LLC | History | New | 3,057 | 114 | 0.02% | — | 361 | +3,057 | New | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,947 | 112 | 0.03% | 0.03% | 362 | +660 | 28.86% | Q2 2026 | Jul 30, 2026 |
| Arlington Trust Co LLC | History | No change | 2,930 | 111 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,756 | 104 | 0.06% | 0.07% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,693 | 102 | 0.0% | 0.0% | 365 | +925 | 52.32% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 2,700 | 102 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | Reduced | 2,650 | 100 | 0.01% | 0.01% | 367 | -2,111 | -44.34% | Q2 2026 | Aug 06, 2026 |
| Fairway Wealth LLC | History | No change | 2,466 | 93 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,436 | 92 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,250 | 85 | 0.01% | — | 370 | +2,250 | New | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,230 | 84 | 0.0% | 0.0% | 371 | +1,930 | 643.33% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | Added to | 2,135 | 81 | 0.02% | 0.01% | 372 | +5 | 0.23% | Q2 2026 | Jul 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,132 | 81 | 0.05% | 0.04% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,098 | 79 | 0.0% | 0.0% | 374 | -514 | -19.68% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 2,054 | 78 | 0.02% | 0.03% | 376 | -761 | -27.03% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,060 | 78 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,917 | 72 | 0.01% | 0.01% | 377 | -63 | -3.18% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 1,900 | 72 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Reduced | 1,880 | 71 | 0.04% | 0.04% | 379 | -138 | -6.84% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | No change | 1,806 | 68 | 0.04% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,783 | 67 | 0.03% | 0.03% | 381 | +126 | 7.6% | Q2 2026 | Jul 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,610 | 61 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,580 | 60 | 0.04% | 0.04% | 383 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Strive Financial Group ,LLC | History | New | 1,530 | 58 | 0.03% | — | 385 | +1,530 | New | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,527 | 58 | 0.0% | 0.0% | 384 | +3 | 0.2% | Q2 2026 | Jul 29, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 1,504 | 57 | 0.01% | 0.01% | 386 | -31 | -2.02% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,375 | 52 | 0.0% | 0.0% | 387 | +649 | 89.39% | Q2 2026 | Jul 07, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,336 | 50 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFS Partners, LLC | History | No change | 1,237 | 47 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Burk Holdings LLC | History | Reduced | 1,207 | 45 | 0.02% | 0.03% | 390 | -944 | -43.89% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | New | 1,174 | 44 | 0.0% | — | 391 | +1,174 | New | Q2 2026 | Jul 20, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,080 | 41 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Perspectives, Inc | History | No change | 1,088 | 41 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,083 | 40 | 0.0% | — | 394 | +1,083 | New | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | Added to | 1,032 | 39 | 0.0% | 0.0% | 395 | +419 | 68.35% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 972 | 36 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CDKV HOLDINGS LLC | History | No change | 919 | 34 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 877 | 33 | 0.0% | — | 400 | +877 | New | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 889 | 33 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Osbon Capital Management LLC | History | No change | 879 | 33 | 0.03% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 840 | 31 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 813 | 30 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 770 | 29 | 0.01% | 0.01% | 403 | +2 | 0.26% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 710 | 27 | 0.01% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | New | 703 | 26 | 0.01% | — | 405 | +703 | New | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | New | 657 | 25 | 0.0% | — | 406 | +657 | New | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 630 | 23 | 0.0% | 0.0% | 409 | +194 | 44.5% | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 612 | 23 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 618 | 23 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 587 | 22 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dunhill Financial, LLC | History | No change | 598 | 22 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 558 | 21 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CrossGen Wealth, LLC | History | New | 542 | 20 | 0.02% | — | 414 | +542 | New | Q2 2026 | Jul 24, 2026 |
| Valued Wealth Advisors LLC | History | No change | 531 | 20 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Harborfront Financial Group LLC | History | New | 515 | 19 | 0.07% | — | 415 | +515 | New | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 496 | 18 | 0.0% | — | 417 | +496 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 490 | 18 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 425 | 16 | 0.0% | 0.06% | 418 | -4,511 | -91.39% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | No change | 439 | 16 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Bancorp, Inc /ME/ | History | New | 408 | 15 | 0.01% | — | 420 | +408 | New | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 395 | 15 | 0.0% | 0.0% | 421 | +205 | 107.89% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 400 | 15 | 0.0% | 0.0% | 423 | -21 | -4.99% | Q2 2026 | Aug 07, 2026 |
| Glassman Wealth Services | History | No change | 410 | 15 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 351 | 13 | 0.0% | 0.0% | 425 | +304 | 646.81% | Q2 2026 | Aug 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 361 | 13 | 0.0% | 0.0% | 426 | +1 | 0.28% | Q2 2026 | Jul 02, 2026 |
| CITIGROUP INC | History | No change | 367 | 13 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 358 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | New | 338 | 12 | 0.01% | — | 430 | +338 | New | Q2 2026 | Aug 12, 2026 |
| GGM Financial LLC | History | New | 326 | 12 | 0.0% | — | 429 | +326 | New | Q2 2026 | Jul 23, 2026 |
| HM PAYSON & CO | History | No change | 330 | 12 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| High Note Wealth, LLC | History | Reduced | 296 | 11 | 0.0% | 0.01% | 431 | -772 | -72.28% | Q2 2026 | Jul 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 309 | 11 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 313 | 11 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 280 | 10 | 0.0% | 0.0% | 435 | -28 | -9.09% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 276 | 10 | 0.0% | 0.0% | 434 | -13 | -4.5% | Q2 2026 | Aug 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 269 | 10 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 248 | 9 | 0.0% | — | 439 | +248 | New | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 260 | 9 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 255 | 9 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Capital Advisors, LLC | History | New | 214 | 8 | 0.0% | — | 441 | +214 | New | Q2 2026 | Jul 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 222 | 8 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 184 | 7 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 191 | 7 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 148 | 6 | 0.0% | — | 445 | +135 | 1038.46% | Q2 2026 | Aug 12, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 182 | 6 | 0.0% | 0.0% | 444 | -124 | -40.52% | Q2 2026 | Jul 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 170 | 6 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 174 | 6 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wiser Advisor Group LLC | History | Added to | 143 | 5 | 0.01% | 0.0% | 450 | +1 | 0.7% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 150 | 5 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | No change | 134 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordant, Inc. | History | New | 130 | 4 | 0.0% | — | 454 | +130 | New | Q2 2026 | Jul 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 126 | 4 | 0.0% | — | 457 | +126 | New | Q2 2026 | Jul 30, 2026 |
| JNBA Financial Advisors | History | No change | 131 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 112 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Solstein Capital, LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 128 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 122 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 87 | 3 | 0.0% | 0.0% | 461 | -410 | -82.49% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Co | History | No change | 98 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Napier Financial, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 102 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | Reduced | 55 | 2 | 0.0% | 0.01% | 469 | -225 | -80.36% | Q2 2026 | Jul 08, 2026 |
| Rossby Financial, LCC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 468 | -16 | -20.78% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 78 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Graney & King, LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robinswood Financial LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Equity Partners, LLC | History | New | 46 | 1 | 0.0% | — | 479 | +46 | New | Q2 2026 | Jul 30, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 44 | 1 | 0.0% | — | 477 | +44 | New | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | New | 30 | 1 | 0.0% | — | 471 | +30 | New | Q2 2026 | Aug 10, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 48 | 1 | 0.0% | 0.0% | 475 | -25 | -34.25% | Q2 2026 | Jul 09, 2026 |
| Mosley Wealth Management | History | Added to | 46 | 1 | 0.0% | — | 478 | +16 | 53.33% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 28 | 1 | 0.0% | — | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 44 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 26 | 1 | 0.0% | — | 474 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Byrne Asset Management LLC | History | No change | 30 | 1 | 0.0% | — | 476 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 44 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opes Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -304,740 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -204,729 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Brightwater Advisory LLC | History | Closed out | 0 | 0 | — | 2.85% | — | -132,878 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,479 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -48,417 | -100.0% | Q2 2026 | Jul 21, 2026 |
| GatePass Capital, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -20,110 | -100.0% | Q2 2026 | Jul 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,807 | -100.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -12,263 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,960 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,189 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -9,005 | -100.0% | Q2 2026 | Jul 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,392 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,216 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.45% | — | -8,124 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Falcon Wealth Planning | History | Closed out | 0 | 0 | — | 0.02% | — | -6,833 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -6,740 | -100.0% | Q2 2026 | Aug 04, 2026 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,653 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12 | 0 | — | 0.0% | — | -4,104 | -99.71% | Q2 2026 | Aug 11, 2026 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,836 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,778 | -100.0% | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,108 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,158 | -100.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | May 19, 2026 |
| Intelligent Financial Strategies | History | Closed out | 0 | 0 | — | 0.01% | — | -580 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -569 | -100.0% | Q2 2026 | Jul 14, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 15, 2026 |
| Portus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Jul 21, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 31, 2026 |
| Paladin Advisory Group, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Jul 28, 2026 |
| RHL GROUP, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 03, 2026 |
| Center for Financial Planning, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 21, 2026 |
| Basepoint Wealth LLC | History | Added to | 15 | 0 | — | — | — | +6 | 66.67% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hurley Capital, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |