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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Rows: 0
| 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 | No change | 137,214,468 | 5,222,382 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,896,380 | 110,236 | 5.45% | 5.45% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boulay Financial Advisors, LLC | History | No change | 2,689,045 | 102,345 | 9.48% | 9.48% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steele Capital Management, Inc. | History | No change | 2,176,267 | 82,828 | 3.05% | 3.05% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prairiewood Capital, LLC | History | No change | 2,088,254 | 79,478 | 20.6% | 20.6% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,971,498 | 75,035 | 0.71% | 0.71% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 1,495,260 | 56,909 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,444,411 | 54,974 | 0.41% | 0.41% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 1,229,114 | 46,780 | 8.46% | 8.46% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 1,174,381 | 44,696 | 8.21% | 8.21% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 1,132,677 | 43,109 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solitude Financial Services | History | No change | 1,046,847 | 39,842 | 11.03% | 11.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 961,088 | 36,579 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 907,290 | 34,531 | 4.53% | 4.53% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Pacific Financial | History | No change | 885,996 | 33,721 | 4.02% | 4.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 803,306 | 30,587 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 800,230 | 30,456 | 0.56% | 0.56% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 763,063 | 29,042 | 1.39% | 1.39% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 732,553 | 26,434 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gemmer Asset Management LLC | History | No change | 656,112 | 24,971 | 1.68% | 1.68% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trilogy Capital Inc. | History | No change | 622,642 | 23,697 | 0.92% | 0.92% | 21 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Wealth Forward, LLC | History | No change | 603,841 | 22,982 | 11.45% | 11.45% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 598,617 | 22,783 | 4.97% | 4.97% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 558,855 | 21,271 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 551,284 | 20,981 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 524,112 | 19,947 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 485,593 | 18,481 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 470,018 | 17,889 | 0.82% | 0.82% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 457,746 | 17,421 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 442,641 | 16,846 | 2.47% | 2.47% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Charles Schwab Trust Co | History | No change | 431,168 | 16,410 | 0.92% | 0.92% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 424,289 | 16,148 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 367,791 | 13,998 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | No change | 359,618 | 13,687 | 1.25% | 1.25% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 356,163 | 13,555 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 382,799 | 13,397 | 2.77% | 3.04% | 36 | -7,925 | -2.03% | Q3 2026 | Oct 05, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 332,827 | 12,667 | 2.54% | 2.54% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sound Stewardship, LLC | History | No change | 321,406 | 12,232 | 5.05% | 5.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 307,499 | 11,703 | 1.31% | 1.31% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 298,409 | 11,357 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORAN Wealth, LLC | History | No change | 289,037 | 11,000 | 1.38% | 1.38% | 41 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 281,940 | 10,730 | 1.36% | 1.36% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 277,675 | 10,568 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 270,185 | 10,283 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accredited Investors Inc. | History | No change | 266,452 | 10,141 | 0.44% | 0.44% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 238,430 | 9,074 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shore Point Advisors, LLC | History | No change | 386,724 | 8,772 | 3.0% | 3.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 220,136 | 8,378 | 0.46% | 0.46% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 215,745 | 8,210 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 212,362 | 8,082 | 1.03% | 1.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Your Advocates Ltd., LLP | History | No change | 207,650 | 7,903 | 2.26% | 2.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 200,581 | 7,634 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 195,627 | 7,445 | 2.01% | 2.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marble Wealth, LLC | History | No change | 185,554 | 7,062 | 1.08% | 1.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 180,275 | 6,861 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 176,941 | 6,734 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 175,158 | 6,666 | 0.68% | 0.68% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 173,342 | 6,555 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 169,974 | 6,469 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 166,945 | 6,353 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 159,754 | 6,080 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kathmere Capital Management, LLC | History | No change | 155,475 | 5,917 | 0.31% | 0.31% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 151,447 | 5,764 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northland Capital Management LLC | History | No change | 144,466 | 5,498 | 2.96% | 2.96% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Capital Management | History | No change | 140,492 | 5,347 | 2.31% | 2.31% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 139,396 | 5,305 | 1.04% | 1.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advantage, Inc. | History | No change | 138,467 | 5,270 | 0.64% | 0.64% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 134,251 | 5,109 | 2.25% | 2.25% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 131,940 | 5,021 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 127,354 | 4,847 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 125,370 | 4,771 | 1.18% | 1.18% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Texas Yale Capital Corp. | History | No change | 122,200 | 4,650 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Womack Financial LLC | History | No change | 120,674 | 4,592 | 3.04% | 3.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 120,560 | 4,512 | 0.7% | 0.7% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 113,211 | 4,308 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Traub Capital Management LLC | History | No change | 106,753 | 4,063 | 3.62% | 3.62% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | No change | 104,966 | 3,995 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Verum Partners LLC | History | No change | 99,237 | 3,776 | 0.56% | 0.56% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 97,454 | 3,709 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | No change | 96,609 | 3,676 | 1.56% | 1.56% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 95,067 | 3,618 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 93,623 | 3,563 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 93,414 | 3,555 | 0.36% | 0.36% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 89,617 | 3,354 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Allocation Strategies LLC | History | No change | 87,059 | 3,313 | 0.51% | 0.51% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Breakwater Capital Group | History | No change | 86,975 | 3,310 | 0.4% | 0.4% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | No change | 84,899 | 3,231 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 82,702 | 3,147 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | No change | 81,709 | 3,109 | 2.34% | 2.34% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apollon Wealth Management, LLC | History | No change | 81,681 | 3,108 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 81,394 | 3,097 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 80,417 | 3,060 | 0.81% | 0.81% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 79,561 | 3,028 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 84,903 | 2,971 | 0.02% | 0.02% | 94 | +1,749 | 2.1% | Q3 2026 | Oct 08, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 76,504 | 2,911 | 1.14% | 1.14% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 72,663 | 2,765 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 69,670 | 2,651 | 0.4% | 0.4% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 69,487 | 2,644 | 0.57% | 0.57% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 69,451 | 2,643 | 1.45% | 1.45% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 68,812 | 2,618 | 1.74% | 1.74% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 67,948 | 2,586 | 0.34% | 0.34% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,824 | 2,581 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 63,261 | 2,407 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 63,138 | 2,403 | 1.38% | 1.38% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 61,580 | 2,343 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,337 | 2,334 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BCS Wealth Management | History | No change | 61,195 | 2,329 | 0.42% | 0.42% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,665 | 2,308 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 59,039 | 2,247 | 0.88% | 0.88% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGrath & Associates, Inc. | History | No change | 58,331 | 2,220 | 2.89% | 2.89% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kaizen Financial Strategies | History | No change | 58,170 | 2,205 | 0.72% | 0.72% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Williams Financial, LLC | History | No change | 57,377 | 2,183 | 1.13% | 1.13% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 56,615 | 2,155 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 60,421 | 2,114 | 1.08% | 1.12% | 114 | +3,723 | 6.57% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 53,100 | 2,020 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McAdam, LLC | History | No change | 53,014 | 2,017 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 52,750 | 2,007 | 1.64% | 1.64% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 52,366 | 1,993 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 50,173 | 1,909 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 50,113 | 1,907 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 49,812 | 1,895 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 48,602 | 1,850 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 46,444 | 1,767 | 0.42% | 0.42% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 45,229 | 1,721 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Financial Partners, LLC | History | No change | 44,786 | 1,704 | 0.66% | 0.66% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 44,176 | 1,681 | 0.45% | 0.45% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 44,131 | 1,679 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,460 | 1,677 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 43,814 | 1,667 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 43,417 | 1,652 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 41,787 | 1,590 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 41,526 | 1,580 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,885 | 1,556 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 40,561 | 1,543 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westmount Partners, LLC | History | No change | 40,438 | 1,539 | 0.34% | 0.34% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 39,730 | 1,512 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | No change | 39,515 | 1,503 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 38,836 | 1,478 | 0.25% | 0.25% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Architects, LLC | History | No change | 38,395 | 1,461 | 0.7% | 0.7% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,030 | 1,447 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 37,790 | 1,438 | 0.02% | 0.02% | 141 | 0 | 0.0% | 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 | No change | 37,626 | 1,432 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 36,748 | 1,398 | 1.04% | 1.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 35,845 | 1,364 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 35,528 | 1,352 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | No change | 35,288 | 1,343 | 0.33% | 0.33% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 34,978 | 1,331 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Brio Consultants, LLC | History | No change | 34,427 | 1,310 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Red Mountain Financial, LLC | History | No change | 34,382 | 1,308 | 1.1% | 1.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 34,090 | 1,297 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 33,841 | 1,287 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 32,725 | 1,245 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 32,636 | 1,242 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lakewood Asset Management LLC | History | No change | 31,796 | 1,210 | 0.66% | 0.66% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 31,788 | 1,209 | 0.01% | 0.01% | 156 | 0 | 0.0% | 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 | No change | 29,595 | 1,126 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,136 | 1,108 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,636 | 1,089 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 28,471 | 1,083 | 0.81% | 0.81% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ProVise Management Group, LLC | History | No change | 28,165 | 1,071 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 27,905 | 1,062 | 0.07% | 0.07% | 163 | 0 | 0.0% | 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 | No change | 26,456 | 1,006 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 26,239 | 998 | 0.64% | 0.64% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | No change | 25,804 | 982 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 25,380 | 965 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 24,432 | 929 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | No change | 23,956 | 911 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,959 | 911 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 23,959 | 911 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 23,588 | 897 | 0.28% | 0.28% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 23,472 | 893 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 23,722 | 893 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True North Advisors, LLC | History | No change | 23,454 | 892 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 23,356 | 888 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,626 | 861 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 22,330 | 849 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | No change | 22,292 | 848 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 21,888 | 833 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 21,903 | 833 | 0.35% | 0.35% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,854 | 831 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 21,607 | 822 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 21,581 | 821 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 21,528 | 819 | 0.26% | 0.26% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 21,234 | 808 | 0.36% | 0.36% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 20,717 | 788 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 20,567 | 782 | 0.56% | 0.56% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 20,184 | 768 | 0.01% | 0.01% | 190 | 0 | 0.0% | 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 | No change | 19,807 | 753 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | No change | 19,538 | 743 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 19,320 | 735 | 0.36% | 0.36% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 19,292 | 734 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 19,209 | 731 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 19,089 | 726 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 18,950 | 721 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 18,609 | 708 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 18,596 | 707 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 18,578 | 707 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 18,531 | 705 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 18,530 | 705 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WARNER FINANCIAL, INC | History | No change | 18,319 | 697 | 0.2% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | No change | 18,298 | 696 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 18,210 | 693 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 18,532 | 690 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RMG Wealth Management LLC | History | No change | 27,146 | 689 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence First Trust Co | History | No change | 17,865 | 679 | 0.19% | 0.19% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fisher Asset Management, LLC | History | No change | 17,629 | 670 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Financial Group, LLC | History | No change | 17,621 | 670 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 17,232 | 655 | 0.53% | 0.53% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 17,030 | 648 | 0.05% | 0.05% | 213 | 0 | 0.0% | 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 | No change | 16,785 | 638 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 16,747 | 637 | 0.01% | 0.01% | 216 | 0 | 0.0% | 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 | No change | 15,777 | 600 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowa Financial Group, Inc. | History | No change | 15,489 | 590 | 0.28% | 0.28% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 15,472 | 588 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 15,219 | 579 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | No change | 14,990 | 571 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DDD Partners, LLC | History | No change | 14,912 | 567 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | No change | 14,531 | 553 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | No change | 14,251 | 542 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | No change | 14,201 | 540 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 14,208 | 540 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 14,138 | 538 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 14,092 | 536 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,052 | 526 | 0.02% | 0.01% | 231 | +5,240 | 53.4% | Q3 2026 | Oct 08, 2026 |
| Red Door Wealth Management, LLC | History | No change | 13,807 | 525 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 13,594 | 517 | 0.48% | 0.48% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 13,566 | 516 | 0.36% | 0.36% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 13,553 | 515 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 13,453 | 512 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspiring Ventures, LLC | History | No change | 13,244 | 504 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 13,203 | 502 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,154 | 500 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,039 | 496 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 13,036 | 496 | 0.23% | 0.23% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | No change | 12,874 | 481 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mengis Capital Management, Inc. | History | No change | 12,627 | 480 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Annandale Capital, LLC | History | No change | 12,600 | 480 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 12,552 | 477 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curi Capital, LLC | History | No change | 12,516 | 476 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 12,447 | 473 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,400 | 471 | 0.24% | 0.24% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lafayette Investments, Inc. | History | No change | 12,269 | 466 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 12,106 | 461 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | No change | 12,008 | 457 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Directional Asset Management | History | No change | 11,804 | 449 | 0.38% | 0.38% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plan A Wealth LLC | History | Added to | 12,773 | 447 | 0.16% | 0.17% | 253 | +2,415 | 23.32% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 11,624 | 442 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,629 | 442 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 11,554 | 439 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 11,347 | 431 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 11,223 | 427 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,245 | 427 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,218 | 426 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 11,131 | 423 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 10,853 | 413 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 10,850 | 412 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Point Inc. | History | No change | 10,755 | 409 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Addison Advisors LLC | History | No change | 10,733 | 408 | 0.19% | 0.19% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,648 | 405 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 10,523 | 400 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 10,485 | 399 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independent Advisor Alliance | History | No change | 10,128 | 385 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,675 | 378 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ethic Inc. | History | No change | 9,922 | 377 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,910 | 376 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 9,845 | 374 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastwise Capital Group, LLC | History | No change | 9,762 | 371 | 0.22% | 0.22% | 274 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 9,650 | 367 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 9,448 | 359 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENTREWEALTH, LLC | History | No change | 9,267 | 349 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 9,024 | 343 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,982 | 341 | 0.18% | 0.18% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Analysts, LLC | History | No change | 8,952 | 340 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 8,951 | 340 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 8,783 | 334 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 8,854 | 333 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,735 | 332 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 8,646 | 329 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| XTX Topco Ltd | History | No change | 8,628 | 328 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 8,613 | 327 | 0.01% | 0.01% | 287 | 0 | 0.0% | 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 | No change | 8,505 | 323 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,221 | 312 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | New | 8,795 | 311 | 0.0% | — | 291 | +8,795 | New | Q3 2026 | Oct 08, 2026 |
| Continuum Advisory, LLC | History | No change | 8,164 | 310 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smith Salley Wealth Management | History | No change | 8,026 | 305 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 8,000 | 304 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,920 | 301 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | No change | 7,898 | 300 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 7,889 | 300 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,850 | 298 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,854 | 298 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Horizon Investment Services, LLC | History | No change | 7,729 | 294 | 0.08% | 0.08% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,727 | 294 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,574 | 288 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 7,559 | 287 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Wealth Management LLC | History | No change | 7,552 | 287 | 0.09% | 0.09% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Wealth Management Group, LLC | History | No change | 7,477 | 284 | 0.09% | 0.09% | 305 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,417 | 282 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 7,359 | 280 | 0.11% | 0.11% | 307 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthCollab, LLC | History | No change | 7,381 | 280 | 0.1% | 0.1% | 308 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,331 | 279 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,355 | 279 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,342 | 279 | 0.05% | 0.05% | 311 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,287 | 277 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 7,230 | 275 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,203 | 274 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,165 | 272 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,130 | 271 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Williams & Novak, LLC | History | No change | 7,000 | 266 | 0.18% | 0.18% | 317 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 6,957 | 264 | 0.24% | 0.24% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 6,887 | 262 | 0.13% | 0.13% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 6,850 | 260 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Asset Management, LLC | History | No change | 6,795 | 258 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 6,583 | 250 | 0.12% | 0.12% | 322 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KLCM Advisors, Inc. | History | No change | 6,506 | 247 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,475 | 246 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,486 | 246 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MBE Wealth Management, LLC | History | No change | 6,445 | 245 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,386 | 243 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 6,392 | 243 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arnold Financial Planning LLC | History | No change | 6,341 | 241 | 0.18% | 0.18% | 329 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Western Financial Corp/CA | History | No change | 6,315 | 240 | 0.07% | 0.07% | 330 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Paragon Capital Management LLC | History | No change | 6,064 | 230 | 0.11% | 0.11% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,014 | 228 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 5,771 | 219 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | No change | 5,606 | 213 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 6,061 | 212 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,553 | 211 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 5,504 | 209 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,439 | 207 | 0.06% | 0.06% | 338 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,417 | 206 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 5,411 | 205 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 5,391 | 205 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,410 | 205 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,288 | 201 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 5,089 | 193 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,050 | 192 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,927 | 187 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 4,914 | 187 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,904 | 186 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,793 | 182 | 0.01% | 0.01% | 349 | 0 | 0.0% | 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% | 0.09% | 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 | No change | 3,950 | 150 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,765 | 143 | 0.01% | 0.01% | 355 | 0 | 0.0% | 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 |
| Private Wealth Asset Management, LLC | History | No change | 3,338 | 127 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,350 | 127 | 0.02% | 0.02% | 358 | 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 | No change | 3,155 | 120 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brooklyn FI, LLC | History | No change | 3,057 | 114 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,947 | 112 | 0.03% | 0.03% | 362 | 0 | 0.0% | 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% | 0.06% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,693 | 102 | 0.0% | 0.0% | 365 | 0 | 0.0% | 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 | No change | 2,650 | 100 | 0.01% | 0.01% | 367 | 0 | 0.0% | 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 | No change | 2,250 | 85 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,230 | 84 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | No change | 2,135 | 81 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,132 | 81 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,098 | 79 | 0.0% | 0.0% | 374 | 0 | 0.0% | 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 |
| Synergy Investment Management, LLC | History | No change | 2,054 | 78 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,917 | 72 | 0.01% | 0.01% | 377 | 0 | 0.0% | 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 | No change | 1,880 | 71 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | No change | 1,806 | 68 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,783 | 67 | 0.03% | 0.03% | 381 | 0 | 0.0% | 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 |
| FAS Wealth Partners, Inc. | History | No change | 1,527 | 58 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,530 | 58 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,504 | 57 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,336 | 50 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 1,375 | 48 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 08, 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 | No change | 1,207 | 45 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | No change | 1,174 | 44 | 0.0% | 0.0% | 391 | 0 | 0.0% | 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 | No change | 1,083 | 40 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 1,032 | 39 | 0.0% | 0.0% | 395 | 0 | 0.0% | 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 |
| 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% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 877 | 33 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 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 | No change | 770 | 29 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 710 | 27 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 703 | 26 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 657 | 25 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 07, 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 |
| Cassaday & Co Wealth Management LLC | History | No change | 630 | 23 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 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 |
| Valued Wealth Advisors LLC | History | No change | 531 | 20 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CrossGen Wealth, LLC | History | No change | 542 | 20 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harborfront Financial Group LLC | History | No change | 515 | 19 | 0.07% | 0.07% | 415 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 490 | 18 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 496 | 18 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 425 | 16 | 0.0% | 0.0% | 418 | 0 | 0.0% | 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 | No change | 408 | 15 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 395 | 15 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 410 | 15 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 367 | 13 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 351 | 13 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kozak & Associates, Inc. | History | No change | 361 | 13 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 358 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 330 | 12 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GGM Financial LLC | History | No change | 326 | 12 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Downshift Financial, LLC | History | No change | 338 | 12 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 296 | 11 | 0.0% | 0.0% | 431 | 0 | 0.0% | 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 |
| Strategic Wealth Partners, Ltd. | History | No change | 276 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 280 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 269 | 10 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 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 |
| AMERIFLEX GROUP, INC. | History | No change | 248 | 9 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 222 | 8 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 214 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 28, 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 |
| GODSEY & GIBB, INC | History | No change | 182 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BESSEMER GROUP INC | History | No change | 148 | 6 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 12, 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 |
| 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 |
| Wiser Advisor Group LLC | History | No change | 143 | 5 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 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 |
| Cordant, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 14, 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 |
| Buck Wealth Strategies, LLC | History | No change | 126 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 97 | 3 | 0.0% | 0.0% | 463 | +1 | 1.04% | Q3 2026 | Oct 07, 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 |
| Russell Investments Group, Ltd. | History | No change | 87 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 04, 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 |
| 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 |
| Rossby Financial, LCC | History | No change | 61 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Robinswood Financial LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOKF, NA | History | No change | 30 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 28 | 1 | 0.0% | 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% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Byrne Asset Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mosley Wealth Management | History | No change | 46 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 44 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -6,020 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GW&K Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hurley Capital, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Basepoint Wealth LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |