SCHWAB STRATEGIC TRUST - FNDC
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 | No change | 22,024,118 | 1,069,491 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 673,652 | 33,503 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 662,620 | 32,176 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 610,029 | 29,623 | 1.09% | 1.09% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 489,415 | 23,766 | 3.11% | 3.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 472,999 | 22,968 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prairiewood Capital, LLC | History | No change | 310,432 | 15,074 | 3.91% | 3.91% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Probability Advisors, LLC | History | No change | 306,034 | 14,861 | 1.59% | 1.59% | 8 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 285,448 | 13,862 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 281,288 | 13,659 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 254,481 | 12,680 | 2.62% | 2.51% | 11 | +2,173 | 0.86% | Q3 2026 | Oct 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 260,041 | 12,627 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 233,593 | 11,343 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Charles Schwab Trust Co | History | No change | 228,891 | 11,114 | 0.62% | 0.62% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 208,257 | 10,112 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 195,984 | 9,516 | 1.79% | 1.79% | 16 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Breakwater Capital Group | History | No change | 190,984 | 9,274 | 1.11% | 1.11% | 17 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | No change | 175,730 | 8,533 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 169,832 | 8,247 | 1.21% | 1.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 165,379 | 8,030 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 162,668 | 7,899 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 153,554 | 7,456 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shore Point Advisors, LLC | History | No change | 176,242 | 7,087 | 2.42% | 2.42% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 127,718 | 6,201 | 3.95% | 3.95% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 122,489 | 5,948 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 113,133 | 5,493 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 112,018 | 5,439 | 0.98% | 0.98% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 105,517 | 5,123 | 3.47% | 3.47% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Factor Wealth Management LTD | History | No change | 104,181 | 5,059 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 102,929 | 4,998 | 1.69% | 1.69% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 98,882 | 4,801 | 2.03% | 2.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 83,077 | 4,034 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 81,905 | 3,977 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 78,775 | 3,825 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 78,258 | 3,800 | 2.81% | 2.81% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 74,822 | 3,633 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 72,154 | 3,503 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravera Wealth | History | No change | 68,728 | 3,337 | 1.28% | 1.28% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ATLas Financial Planning LLC | History | No change | 67,147 | 3,260 | 2.64% | 2.64% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 66,204 | 3,214 | 0.3% | 0.3% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 65,780 | 3,194 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 64,596 | 3,155 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 63,063 | 3,062 | 0.31% | 0.31% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BCS Wealth Management | History | No change | 59,639 | 2,896 | 0.52% | 0.52% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 59,201 | 2,874 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | No change | 52,874 | 2,567 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52,380 | 2,543 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valued Wealth Advisors LLC | History | No change | 51,623 | 2,506 | 0.91% | 0.91% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 51,098 | 2,481 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 48,976 | 2,378 | 0.65% | 0.65% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 47,583 | 2,310 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 47,531 | 2,308 | 0.22% | 0.22% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | No change | 46,733 | 2,269 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 44,459 | 2,171 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McGrath & Associates, Inc. | History | No change | 40,510 | 1,967 | 2.56% | 2.56% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 37,856 | 1,838 | 0.49% | 0.49% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Northland Capital Management LLC | History | No change | 35,078 | 1,703 | 0.92% | 0.92% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 34,741 | 1,687 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Asset Allocation Strategies LLC | History | No change | 33,574 | 1,630 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 32,300 | 1,568 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 31,655 | 1,537 | 0.84% | 0.84% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seed Wealth Management, Inc. | History | No change | 29,947 | 1,454 | 0.92% | 0.92% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 29,548 | 1,434 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 29,035 | 1,402 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 28,768 | 1,396 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 28,209 | 1,369 | 0.64% | 0.64% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Traub Capital Management LLC | History | No change | 26,497 | 1,286 | 1.15% | 1.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,348 | 1,279 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 26,019 | 1,263 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 24,517 | 1,190 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 24,289 | 1,179 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | No change | 23,906 | 1,160 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,627 | 1,147 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 23,037 | 1,118 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,825 | 1,108 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,220 | 1,079 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,104 | 1,025 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 21,045 | 1,021 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 20,513 | 996 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 20,299 | 985 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 19,653 | 954 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ballast Financial Advisors LLC | History | No change | 18,551 | 900 | 0.81% | 0.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,212 | 884 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 17,955 | 871 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 17,661 | 857 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Guardian Financial Partners, LLC | History | No change | 17,497 | 849 | 0.33% | 0.33% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 17,269 | 838 | 0.67% | 0.67% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 17,246 | 837 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 16,515 | 801 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 16,270 | 790 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 16,065 | 780 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 15,482 | 751 | 0.42% | 0.42% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 15,465 | 750 | 0.61% | 0.61% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 15,122 | 734 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True North Advisors, LLC | History | No change | 14,665 | 712 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 14,128 | 686 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,573 | 659 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 12,625 | 613 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brooklyn FI, LLC | History | No change | 12,168 | 592 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,166 | 590 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MB Generational Wealth, LLC | History | No change | 12,121 | 588 | 0.29% | 0.29% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspiring Ventures, LLC | History | No change | 12,099 | 587 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 11,668 | 566 | 0.31% | 0.31% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creekside Partners | History | No change | 11,674 | 566 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,138 | 540 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensible Money, LLC | History | No change | 11,096 | 538 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 10,792 | 524 | 0.39% | 0.39% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RHS Financial, LLC | History | No change | 10,544 | 512 | 0.21% | 0.21% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 10,050 | 488 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 10,067 | 488 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 9,628 | 467 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALTFEST L J & CO INC | History | No change | 9,612 | 466 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 9,350 | 452 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Entruity Wealth, LLC | History | No change | 9,308 | 451 | 0.29% | 0.29% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,277 | 450 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,090 | 441 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,811 | 427 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Wealth Group, LLC | History | No change | 8,705 | 422 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,662 | 420 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annandale Capital, LLC | History | No change | 8,550 | 415 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 8,495 | 412 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,439 | 409 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 8,302 | 403 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 8,240 | 400 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 8,225 | 399 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 8,031 | 389 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 8,000 | 388 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keel Point, LLC | History | No change | 7,880 | 382 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | No change | 7,871 | 382 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,771 | 377 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Members Trust Co | History | No change | 7,651 | 371 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 7,618 | 369 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 7,568 | 367 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,409 | 359 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,409 | 359 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 7,253 | 352 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madrid Wealth Management, LLC | History | No change | 7,215 | 350 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 7,197 | 349 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,163 | 347 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 7,143 | 346 | 0.15% | 0.15% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 7,061 | 342 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,929 | 336 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 6,707 | 325 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klingman & Associates, LLC | History | No change | 6,684 | 324 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,623 | 321 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakewood Asset Management LLC | History | No change | 6,496 | 315 | 0.17% | 0.17% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 6,377 | 309 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,272 | 304 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 6,254 | 303 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 6,199 | 301 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 6,009 | 291 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,976 | 290 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,864 | 284 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Financial Group, LLC | History | No change | 5,804 | 281 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 5,740 | 278 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,687 | 276 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 5,610 | 274 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 5,541 | 269 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,554 | 269 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthfront Advisers LLC | History | No change | 5,485 | 266 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 5,440 | 264 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 5,433 | 263 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO | History | No change | 5,290 | 261 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,386 | 260 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 5,110 | 248 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brucke Financial, Inc. | History | No change | 5,107 | 247 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,977 | 243 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,977 | 243 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Facet Wealth, Inc. | History | No change | 4,965 | 241 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,956 | 240 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 4,908 | 238 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,879 | 236 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 4,604 | 223 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 4,541 | 220 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 4,520 | 219 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 4,482 | 217 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,474 | 217 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone Summit Wealth LLC | History | No change | 4,379 | 212 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,351 | 211 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,365 | 211 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paragon Capital Management Ltd | History | No change | 4,333 | 210 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,304 | 209 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 4,278 | 207 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 4,222 | 205 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,103 | 199 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 3,530 | 171 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 3,475 | 168 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 3,475 | 168 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,092 | 150 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,482 | 120 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,347 | 113 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Versant Capital Management, Inc | History | No change | 2,241 | 111 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,123 | 103 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,110 | 102 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,060 | 100 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2,073 | 100 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 2,048 | 99 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 1,985 | 96 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,859 | 90 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthAvenue LLC | History | No change | 1,820 | 88 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Daytona Street Capital LLC | History | No change | 1,590 | 84 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,713 | 83 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,674 | 81 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,519 | 73 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 1,510 | 73 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,383 | 67 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,366 | 66 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,350 | 65 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,255 | 61 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 1,203 | 59 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,192 | 57 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 1,138 | 55 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 1,084 | 52 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 997 | 48 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,002 | 48 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 937 | 45 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 881 | 42 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 848 | 41 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 834 | 40 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 798 | 38 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 789 | 38 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 671 | 32 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 664 | 32 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 635 | 30 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 554 | 26 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 526 | 25 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 533 | 25 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Key FInancial Inc | History | No change | 493 | 23 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Activest Wealth Management | History | No change | 490 | 23 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 455 | 22 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CNB Bank | History | No change | 467 | 22 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 434 | 21 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 413 | 20 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 405 | 19 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 387 | 18 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 369 | 17 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 341 | 16 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 317 | 15 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFS Partners, LLC | History | No change | 311 | 15 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 303 | 14 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 284 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 230 | 11 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 245 | 11 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GGM Financial LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 215 | 10 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 193 | 9 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Pacific Financial | History | No change | 194 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 205 | 9 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 173 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robinswood Financial LLC | History | No change | 185 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 145 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Burk Holdings LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 130 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 129 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 134 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 130 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Perspectives, Inc | History | No change | 135 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 132 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CrossGen Wealth, LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 120 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 108 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 116 | 5 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sankala Group LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HM PAYSON & CO | History | No change | 100 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | No change | 78 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Avion Wealth | History | No change | 85 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 78 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 73 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Downshift Financial, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 42 | 2 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 32 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rossby Financial, LCC | History | No change | 55 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 32 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solstein Capital, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 25 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graney & King, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |