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 | Reduced | 28,030,618 | 1,299,499 | 0.2% | 0.2% | 1 | -420,832 | -1.48% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 601,979 | 27,907 | 0.0% | 0.0% | 2 | +14,484 | 2.47% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 600,222 | 27,826 | 1.14% | 1.09% | 3 | +4,819 | 0.81% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 556,861 | 25,816 | 0.8% | 0.81% | 4 | -18,401 | -3.2% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 504,743 | 23,399 | 0.03% | 0.03% | 5 | +351 | 0.07% | Q1 2026 | May 14, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 496,936 | 23,037 | 3.3% | 3.02% | 6 | +21,679 | 4.56% | Q1 2026 | Apr 27, 2026 |
| Prairiewood Capital, LLC | History | Added to | 301,819 | 13,992 | 4.05% | 3.99% | 7 | +13,238 | 4.59% | Q1 2026 | Apr 16, 2026 |
| High Probability Advisors, LLC | History | Added to | 289,799 | 13,435 | 1.72% | 1.71% | 8 | +1,817 | 0.63% | Q1 2026 | Apr 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 281,277 | 13,040 | 0.01% | 0.01% | 9 | -220,779 | -43.97% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 245,840 | 11,397 | 2.57% | 2.41% | 10 | +10,153 | 4.31% | Q1 2026 | Apr 02, 2026 |
| Charles Schwab Trust Co | History | Added to | 228,411 | 10,589 | 0.69% | 0.64% | 11 | +11,395 | 5.25% | Q1 2026 | Apr 10, 2026 |
| Opes Wealth Management LLC | History | Added to | 225,489 | 10,453 | 1.72% | 1.62% | 12 | +2,249 | 1.01% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 212,911 | 9,870 | 0.03% | 0.03% | 13 | +4,882 | 2.35% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 203,934 | 9,454 | 0.22% | 0.22% | 14 | -1,951 | -0.95% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 180,312 | 8,359 | 1.77% | 1.71% | 15 | -1,433 | -0.79% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 175,564 | 8,139 | 0.0% | 0.0% | 16 | -8,531 | -4.63% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Added to | 174,455 | 8,087 | 1.08% | 1.0% | 17 | +13,619 | 8.47% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 163,886 | 7,597 | 0.01% | 0.0% | 18 | +9,776 | 6.34% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 163,451 | 7,577 | 1.19% | 1.19% | 19 | -6,157 | -3.63% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 155,255 | 7,197 | 0.0% | 0.0% | 20 | +12,104 | 8.46% | Q1 2026 | May 14, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 171,701 | 6,619 | 2.61% | 4.0% | 21 | -175,043 | -50.48% | Q1 2026 | Apr 08, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Reduced | 135,009 | 6,258 | 3.64% | 4.69% | 22 | -19,075 | -12.38% | Q1 2026 | Apr 21, 2026 |
| Factor Wealth Management LTD | History | Reduced | 119,760 | 5,552 | 1.04% | 1.46% | 23 | -32,454 | -21.32% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 116,446 | 5,398 | 0.0% | 0.0% | 24 | -203,953 | -63.66% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 113,807 | 5,276 | 0.17% | 0.16% | 25 | -1,428 | -1.24% | Q1 2026 | Apr 08, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 107,112 | 4,965 | 0.98% | 1.0% | 26 | +115 | 0.11% | Q1 2026 | Apr 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 106,308 | 4,928 | 3.69% | 2.69% | 27 | -1,584 | -1.47% | Q1 2026 | Apr 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 99,552 | 4,615 | 1.82% | 1.79% | 28 | -60,895 | -37.95% | Q1 2026 | May 06, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 99,085 | 4,593 | 2.02% | 1.87% | 29 | -1,107 | -1.1% | Q1 2026 | Apr 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 88,096 | 4,084 | 0.09% | 0.01% | 30 | +77,056 | 697.97% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 83,606 | 3,875 | 0.0% | 0.0% | 31 | -7,440 | -8.17% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 81,595 | 3,836 | 0.07% | 0.07% | 32 | -8,683 | -9.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 80,410 | 3,727 | 0.01% | 0.02% | 33 | -209,846 | -72.3% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 73,276 | 3,397 | 0.02% | 0.02% | 34 | -7,517 | -9.3% | Q1 2026 | May 04, 2026 |
| ATLas Financial Planning LLC | History | Added to | 68,395 | 3,170 | 2.84% | 2.58% | 35 | +9,399 | 15.93% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 65,127 | 3,042 | 0.01% | 0.01% | 36 | -23,362 | -26.4% | Q1 2026 | Apr 08, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 63,103 | 2,983 | 2.86% | 2.41% | 37 | +6,341 | 11.17% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,876 | 2,961 | 0.0% | 0.0% | 38 | -405 | -0.63% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 63,377 | 2,938 | 0.0% | 0.0% | 39 | +17,483 | 38.09% | Q1 2026 | May 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 63,032 | 2,922 | 0.34% | 0.3% | 40 | +1,682 | 2.74% | Q1 2026 | Apr 24, 2026 |
| Bravera Wealth | History | Added to | 61,565 | 2,854 | 1.29% | 1.25% | 41 | +5,573 | 9.95% | Q1 2026 | Apr 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 59,287 | 2,748 | 0.28% | 0.25% | 42 | +4,558 | 8.33% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,941 | 2,639 | 0.0% | 0.0% | 43 | +144 | 0.25% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 53,724 | 2,490 | 0.0% | 0.0% | 44 | +585 | 1.1% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 53,564 | 2,483 | 0.01% | 0.01% | 45 | -2,817 | -5.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 53,136 | 2,463 | 0.73% | 0.77% | 46 | -4,292 | -7.47% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 52,601 | 2,438 | 0.0% | 0.0% | 47 | +3,399 | 6.91% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 52,443 | 2,431 | 0.99% | 1.26% | 48 | -11,976 | -18.59% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 50,137 | 2,324 | 0.02% | 0.03% | 49 | -2,947 | -5.55% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 49,484 | 2,294 | 0.47% | 0.36% | 50 | -30,018 | -37.76% | Q1 2026 | Apr 17, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 47,637 | 2,208 | 0.25% | 0.25% | 51 | -1,923 | -3.88% | Q1 2026 | May 15, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 42,039 | 1,948 | 2.87% | 2.92% | 52 | -4,072 | -8.83% | Q1 2026 | Apr 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 41,954 | 1,944 | 0.36% | 0.33% | 53 | +5,630 | 15.5% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 41,486 | 1,923 | 0.02% | 0.0% | 54 | +38,471 | 1275.99% | Q1 2026 | May 06, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 37,912 | 1,757 | 0.42% | 0.39% | 55 | -1,844 | -4.64% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 37,107 | 1,653 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 34,687 | 1,608 | 0.24% | 0.24% | 57 | -261 | -0.75% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,673 | 1,607 | 0.0% | 0.0% | 58 | -114,515 | -76.76% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 32,843 | 1,522 | 0.27% | 0.27% | 59 | -42 | -0.13% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,629 | 1,512 | 0.0% | 0.0% | 60 | +2,393 | 7.91% | Q1 2026 | May 07, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 31,704 | 1,469 | 0.86% | 0.92% | 61 | -3,141 | -9.01% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 31,547 | 1,462 | 0.0% | 0.0% | 62 | +4,336 | 15.93% | Q1 2026 | May 15, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 30,292 | 1,404 | 0.97% | 0.93% | 63 | -45 | -0.15% | Q1 2026 | Apr 08, 2026 |
| Asset Dedication, LLC | History | No change | 31,036 | 1,382 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,931 | 1,341 | 0.0% | 0.0% | 65 | -486 | -1.65% | Q1 2026 | May 13, 2026 |
| Entruity Wealth, LLC | History | Reduced | 28,779 | 1,334 | 0.91% | 0.93% | 66 | -365 | -1.25% | Q1 2026 | May 08, 2026 |
| Heirloom Wealth Management | History | New | 28,331 | 1,313 | 0.24% | — | 67 | +28,331 | New | Q1 2026 | Apr 14, 2026 |
| Traub Capital Management LLC | History | Reduced | 27,992 | 1,297 | 1.29% | 1.21% | 68 | -175 | -0.62% | Q1 2026 | Apr 23, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 27,014 | 1,252 | 0.58% | 0.57% | 69 | +134 | 0.5% | Q1 2026 | Apr 08, 2026 |
| Northland Capital Management LLC | History | Reduced | 26,207 | 1,214 | 0.66% | 0.77% | 70 | -4,596 | -14.92% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,916 | 1,165 | 0.0% | 0.0% | 71 | +3,926 | 17.85% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,071 | 1,162 | 0.0% | 0.0% | 72 | -71 | -0.28% | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 24,865 | 1,152 | 0.01% | 0.01% | 73 | -1,076 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,815 | 1,150 | 0.0% | 0.0% | 74 | -14,634 | -37.1% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 24,478 | 1,134 | 0.0% | 0.0% | 75 | +4,437 | 22.14% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 24,478 | 1,134 | 0.02% | 0.02% | 76 | +260 | 1.07% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,773 | 1,070 | 0.01% | 0.01% | 77 | +339 | 1.51% | Q1 2026 | Apr 07, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 21,045 | 975 | 0.39% | 0.38% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,508 | 904 | 0.0% | 0.0% | 79 | +699 | 3.72% | Q1 2026 | May 15, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 19,444 | 901 | 0.92% | 0.9% | 80 | -199 | -1.01% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,907 | 876 | 0.0% | 0.0% | 81 | -3,534 | -15.75% | Q1 2026 | May 04, 2026 |
| Clarius Group, LLC | History | No change | 19,236 | 856 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 18,238 | 845 | 0.19% | 0.19% | 83 | -125 | -0.68% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,189 | 843 | 0.0% | 0.0% | 84 | +6,508 | 55.71% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 17,319 | 802 | 0.71% | 0.91% | 85 | -375 | -2.12% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | No change | 17,246 | 799 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 17,012 | 788 | 0.33% | 0.31% | 88 | +676 | 4.14% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,555 | 788 | 0.0% | 0.0% | 87 | -661 | -3.63% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 16,660 | 772 | 0.0% | 0.0% | 89 | +10,778 | 183.24% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | No change | 16,270 | 754 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | Reduced | 16,070 | 745 | 0.08% | 0.12% | 91 | -5,269 | -24.69% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,830 | 733 | 0.0% | 0.0% | 92 | -888 | -5.31% | Q1 2026 | May 05, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 15,745 | 729 | 0.49% | 0.45% | 93 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 15,377 | 712 | 0.69% | 0.68% | 94 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,265 | 707 | 0.03% | 0.03% | 95 | +137 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Sensible Money, LLC | History | No change | 14,870 | 689 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Reduced | 14,771 | 684 | 0.03% | 0.06% | 97 | -10,870 | -42.39% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 14,555 | 674 | 0.04% | 0.04% | 98 | -880 | -5.7% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 14,316 | 663 | 0.17% | 0.19% | 99 | -1,065 | -6.92% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,719 | 636 | 0.05% | 0.04% | 100 | +1,407 | 11.43% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | Reduced | 13,672 | 633 | 0.14% | 0.14% | 101 | -45 | -0.33% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,090 | 606 | 0.0% | — | 102 | +13,090 | New | Q1 2026 | May 12, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 13,063 | 605 | 0.18% | 0.2% | 103 | -149 | -1.13% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,862 | 596 | 0.0% | 0.0% | 104 | +3,339 | 35.06% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,036 | 580 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 12,121 | 561 | 0.45% | 0.45% | 107 | -131 | -1.07% | Q1 2026 | May 05, 2026 |
| MB Generational Wealth, LLC | History | No change | 12,121 | 561 | 0.31% | 0.29% | 106 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 11,801 | 547 | 0.32% | 0.34% | 108 | -602 | -4.85% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,794 | 546 | 0.0% | 0.0% | 109 | +1,170 | 11.01% | Q1 2026 | Apr 30, 2026 |
| Brooklyn FI, LLC | History | No change | 11,665 | 540 | 0.11% | 0.11% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | No change | 11,641 | 539 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,402 | 482 | 0.0% | 0.0% | 112 | +2,363 | 29.39% | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | Added to | 10,358 | 480 | 0.23% | 0.2% | 113 | +1,351 | 15.0% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,131 | 469 | 0.0% | 0.0% | 114 | -185,995 | -94.83% | Q1 2026 | May 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 10,050 | 465 | 0.06% | 0.05% | 115 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,973 | 462 | 0.0% | 0.0% | 116 | +5,456 | 120.79% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 9,773 | 453 | 0.0% | 0.0% | 117 | +688 | 7.57% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 9,628 | 446 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,589 | 445 | 0.0% | 0.0% | 120 | -35,186 | -78.58% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | No change | 9,612 | 445 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 9,350 | 432 | 0.2% | 0.19% | 121 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,154 | 424 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,196 | 409 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | No change | 9,120 | 406 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| West Wealth Group, LLC | History | New | 8,669 | 401 | 0.08% | — | 126 | +8,669 | New | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,662 | 401 | 0.01% | 0.01% | 125 | -113 | -1.29% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | No change | 8,550 | 396 | 0.06% | 0.05% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 8,378 | 388 | 0.19% | 0.18% | 128 | +60 | 0.72% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,322 | 385 | 0.0% | 0.0% | 129 | -2,005 | -19.42% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 8,313 | 385 | 0.04% | 0.04% | 130 | -25 | -0.3% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 8,282 | 383 | 0.0% | 0.0% | 131 | +6 | 0.07% | Q1 2026 | May 15, 2026 |
| Porter White Investment Advisors, Inc. | History | New | 7,985 | 370 | 0.15% | — | 132 | +7,985 | New | Q1 2026 | May 12, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 7,954 | 368 | 0.17% | 0.18% | 133 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,899 | 366 | 0.0% | 0.0% | 134 | +44 | 0.56% | Q1 2026 | May 15, 2026 |
| Lakewood Asset Management LLC | History | No change | 7,832 | 363 | 0.23% | 0.2% | 135 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Members Trust Co | History | New | 7,651 | 354 | 0.01% | — | 136 | +7,651 | New | Q1 2026 | May 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 7,627 | 353 | 0.12% | 0.12% | 137 | -6 | -0.08% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,588 | 351 | 0.0% | 0.0% | 138 | -205 | -2.63% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 7,394 | 342 | 0.01% | 0.01% | 139 | -12 | -0.16% | Q1 2026 | May 04, 2026 |
| Madrid Wealth Management, LLC | History | No change | 7,215 | 334 | 0.25% | 0.26% | 140 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 7,198 | 333 | 0.18% | 0.34% | 141 | -7,364 | -50.57% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,163 | 332 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 7,090 | 328 | 0.01% | 0.01% | 144 | +1,104 | 18.44% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 7,085 | 328 | 0.0% | 0.0% | 143 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 7,061 | 327 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | No change | 6,586 | 322 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pure Financial Advisors, LLC | History | New | 6,799 | 315 | 0.0% | — | 147 | +6,799 | New | Q1 2026 | Apr 10, 2026 |
| IEQ CAPITAL, LLC | History | New | 6,686 | 309 | 0.0% | — | 149 | +6,686 | New | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 6,684 | 309 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,477 | 300 | 0.0% | — | 150 | +6,477 | New | Q1 2026 | May 12, 2026 |
| Paragon Capital Management Ltd | History | No change | 6,418 | 297 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,126 | 296 | 0.01% | — | 152 | +6,126 | New | Q1 2026 | May 01, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,199 | 287 | 0.12% | 0.13% | 153 | -1,103 | -15.11% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,976 | 277 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 5,887 | 272 | 0.01% | 0.01% | 155 | +835 | 16.53% | Q1 2026 | May 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,744 | 266 | 0.09% | 0.07% | 156 | -217 | -3.64% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | New | 5,713 | 264 | 0.0% | — | 157 | +5,713 | New | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 5,709 | 264 | 0.01% | — | 158 | +5,709 | New | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,560 | 257 | 0.0% | — | 159 | +5,560 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,422 | 251 | 0.0% | 0.0% | 160 | -1,640 | -23.22% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 5,433 | 251 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | New | 5,382 | 249 | 0.0% | — | 163 | +5,382 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 5,377 | 249 | 0.06% | 0.06% | 162 | -530 | -8.97% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 5,260 | 248 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Annex Advisory Services, LLC | History | No change | 5,236 | 242 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,139 | 238 | 0.0% | 0.0% | 167 | -187 | -3.51% | Q1 2026 | May 05, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 5,140 | 238 | 0.04% | 0.04% | 166 | -25 | -0.48% | Q1 2026 | Apr 07, 2026 |
| Facet Wealth, Inc. | History | New | 5,047 | 233 | 0.0% | — | 168 | +5,047 | New | Q1 2026 | May 07, 2026 |
| Brucke Financial, Inc. | History | Added to | 4,872 | 225 | 0.11% | 0.12% | 170 | +24 | 0.5% | Q1 2026 | Apr 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,854 | 225 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 4,805 | 222 | 0.03% | 0.03% | 171 | -109 | -2.22% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 4,702 | 217 | 0.0% | 0.0% | 172 | +3,399 | 260.86% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,621 | 214 | 0.0% | 0.0% | 173 | +126 | 2.8% | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 4,515 | 209 | 0.22% | 0.21% | 174 | -209 | -4.42% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,484 | 207 | 0.0% | — | 175 | +4,484 | New | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,452 | 206 | 0.0% | 0.0% | 176 | -547 | -10.94% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 4,444 | 206 | 0.06% | 0.05% | 177 | -68 | -1.51% | Q1 2026 | Apr 22, 2026 |
| Magnolia Private Wealth, LLC | History | New | 4,386 | 203 | 0.14% | — | 178 | +4,386 | New | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | New | 4,351 | 201 | 0.01% | — | 179 | +4,351 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 4,323 | 200 | 0.0% | — | 180 | +4,323 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 4,278 | 198 | 0.07% | 0.06% | 181 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,907 | 174 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Added to | 3,658 | 169 | 0.0% | 0.0% | 183 | +1,232 | 50.78% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,479 | 161 | 0.01% | 0.01% | 184 | -1,382 | -28.43% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 2,963 | 137 | 0.0% | 0.0% | 185 | -49 | -1.63% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,850 | 132 | 0.0% | 0.0% | 186 | +1,287 | 82.34% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | New | 2,390 | 127 | 0.01% | — | 187 | +2,390 | New | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,715 | 125 | 0.01% | 0.01% | 188 | +37 | 1.38% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,680 | 124 | 0.01% | 0.01% | 189 | -220 | -7.59% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,526 | 117 | 0.05% | 0.04% | 190 | +299 | 13.43% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 2,417 | 112 | 0.0% | 0.0% | 191 | +1,383 | 133.75% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,109 | 97 | 0.0% | 0.0% | 192 | -268 | -11.27% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,094 | 97 | 0.0% | 0.0% | 193 | -225 | -9.7% | Q1 2026 | May 13, 2026 |
| Financial Freedom, LLC | History | No change | 2,072 | 96 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,050 | 95 | 0.0% | 0.0% | 197 | +1,113 | 118.78% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Added to | 2,061 | 95 | 0.0% | 0.0% | 196 | +89 | 4.51% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,060 | 95 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,042 | 94 | 0.0% | 0.0% | 199 | +231 | 12.76% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,110 | 94 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | No change | 1,985 | 92 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,877 | 87 | 0.01% | 0.01% | 201 | -7 | -0.37% | Q1 2026 | Apr 28, 2026 |
| NorthAvenue LLC | History | No change | 1,877 | 87 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,688 | 78 | 0.0% | — | 203 | +1,688 | New | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Reduced | 1,662 | 77 | 0.02% | 0.02% | 204 | -146 | -8.08% | Q1 2026 | Apr 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,674 | 77 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,593 | 73 | 0.0% | 0.0% | 206 | +1,166 | 273.07% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 1,366 | 63 | 0.01% | 0.01% | 207 | +9 | 0.66% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,248 | 61 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | Reduced | 1,298 | 60 | 0.02% | 0.04% | 209 | -658 | -33.64% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,192 | 55 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 1,138 | 52 | 0.0% | — | 212 | +1,138 | New | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 1,129 | 52 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 960 | 44 | 0.0% | — | 213 | +960 | New | Q1 2026 | Apr 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 848 | 39 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 810 | 37 | 0.0% | 0.0% | 215 | -386 | -32.27% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 789 | 37 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 789 | 36 | 0.0% | 0.0% | 217 | -1,603 | -67.02% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 765 | 35 | 0.0% | 0.0% | 218 | -5 | -0.65% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 746 | 33 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 700 | 32 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 673 | 31 | 0.0% | 0.0% | 221 | -262 | -28.02% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 671 | 31 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 635 | 31 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 664 | 30 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | No change | 526 | 24 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | No change | 493 | 22 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Activest Wealth Management | History | No change | 487 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 458 | 21 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 467 | 21 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 452 | 20 | 0.0% | — | 232 | +452 | New | Q1 2026 | May 19, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 455 | 20 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 434 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 413 | 18 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 368 | 17 | 0.0% | 0.0% | 237 | +313 | 569.09% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 391 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 387 | 17 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 369 | 17 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 330 | 15 | 0.0% | 0.0% | 239 | +13 | 4.1% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 341 | 15 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | No change | 311 | 14 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Destiny Wealth Partners, LLC | History | New | 298 | 13 | 0.0% | — | 244 | +298 | New | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 295 | 13 | 0.01% | — | 245 | +295 | New | Q1 2026 | May 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 300 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 301 | 13 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 245 | 11 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sankala Group LLC | History | No change | 258 | 11 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Synergy Investment Management, LLC | History | New | 214 | 9 | 0.0% | — | 251 | +214 | New | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 201 | 9 | 0.0% | 0.0% | 248 | +64 | 46.72% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | Reduced | 205 | 9 | 0.0% | 0.0% | 250 | -1 | -0.49% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | No change | 194 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glassman Wealth Services | History | No change | 193 | 8 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | New | 172 | 7 | 0.0% | — | 254 | +172 | New | Q1 2026 | Apr 30, 2026 |
| Kozak & Associates, Inc. | History | New | 144 | 7 | 0.0% | — | 253 | +144 | New | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Perspectives, Inc | History | No change | 135 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 132 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 116 | 5 | 0.0% | — | 267 | +116 | New | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 113 | 5 | 0.0% | — | 268 | +113 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 120 | 5 | 0.0% | 0.0% | 259 | +22 | 22.45% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 123 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 119 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 129 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 129 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 95 | 4 | 0.0% | 0.0% | 273 | -1,451 | -93.86% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 100 | 4 | 0.0% | 0.0% | 269 | -306 | -75.37% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | New | 100 | 4 | 0.0% | — | 274 | +100 | New | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 100 | 4 | 0.0% | — | 275 | +100 | New | Q1 2026 | May 01, 2026 |
| CX Institutional | History | No change | 78 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | No change | 85 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 76 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PROTECTIVE LIFE CORP | History | New | 42 | 1 | 0.0% | — | 289 | +42 | New | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | New | 32 | 1 | 0.0% | — | 290 | +32 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 32 | 1 | 0.0% | — | 292 | +32 | New | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | New | 32 | 1 | 0.0% | — | 293 | +32 | New | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 25 | 1 | 0.0% | — | 291 | +25 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 34 | 1 | 0.0% | — | 282 | +14 | 70.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 284 | -3 | -7.5% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 30 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Solstein Capital, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -119,369 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -70,285 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,082 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,175 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,005 | -100.0% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,579 | -100.0% | Q1 2026 | May 01, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -443 | -100.0% | Q1 2026 | May 14, 2026 |