SCHWAB STRATEGIC TRUST - FNDE
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 | Added to | 124,019,404 | 4,744,982 | 0.73% | 0.69% | 1 | +1,060,058 | 0.86% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 15,461,815 | 591,569 | 0.03% | 0.03% | 2 | -1,113,841 | -6.72% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,775,582 | 144,453 | 0.01% | 0.01% | 3 | -303,607 | -7.44% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,799,303 | 107,101 | 0.01% | 0.01% | 4 | +641,952 | 29.76% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,226,548 | 85,187 | 0.05% | 0.04% | 5 | +204,418 | 10.11% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,857,268 | 71,059 | 2.74% | 2.68% | 6 | +3,254 | 0.18% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,421,208 | 54,375 | 0.01% | 0.01% | 7 | +67,526 | 4.99% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 1,241,800 | 47,511 | 2.45% | 2.43% | 8 | -22,395 | -1.77% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,168,564 | 44,709 | 0.01% | 0.01% | 9 | -25,841 | -2.16% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,022,318 | 39,113 | 0.02% | 0.02% | 10 | +351,764 | 52.46% | Q1 2026 | May 07, 2026 |
| Unison Advisors LLC | History | Reduced | 972,627 | 37,212 | 2.82% | 3.15% | 11 | -25,937 | -2.6% | Q1 2026 | Apr 28, 2026 |
| Morningstar Investment Management LLC | History | Added to | 723,788 | 27,692 | 1.71% | 1.49% | 12 | +22,898 | 3.27% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 720,735 | 27,575 | 0.01% | 0.01% | 13 | +99,501 | 16.02% | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 712,019 | 27,241 | 4.6% | 4.28% | 14 | +13,265 | 1.9% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 666,187 | 25,491 | 0.04% | 0.06% | 15 | -419,860 | -38.66% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 650,432 | 24,885 | 0.0% | 0.0% | 16 | +85,514 | 15.14% | Q1 2026 | May 05, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 594,759 | 22,755 | 3.26% | 3.13% | 17 | -13,003 | -2.14% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 593,332 | 22,700 | 0.54% | 0.48% | 18 | -3,859 | -0.65% | Q1 2026 | May 15, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 573,053 | 21,925 | 2.72% | 2.39% | 19 | +39,120 | 7.33% | Q1 2026 | Apr 16, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 563,534 | 21,560 | 4.99% | 4.67% | 20 | +109,823 | 24.21% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 556,985 | 21,310 | 1.12% | 1.27% | 21 | -82,632 | -12.92% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 544,893 | 20,847 | 0.59% | 0.56% | 22 | +2,644 | 0.49% | Q1 2026 | May 12, 2026 |
| Elgethun Capital Management | History | Added to | 539,773 | 20,651 | 3.42% | 3.34% | 23 | +3,028 | 0.56% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 538,388 | 20,598 | 0.01% | 0.0% | 24 | +85,535 | 18.89% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 513,907 | 19,662 | 0.29% | 0.26% | 25 | +38,248 | 8.04% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 510,852 | 19,545 | 0.02% | 0.01% | 26 | +146,720 | 40.29% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 509,567 | 19,496 | 2.05% | 1.55% | 27 | +135,469 | 36.21% | Q1 2026 | Apr 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 453,683 | 17,357 | 2.16% | 2.18% | 28 | +12,173 | 2.76% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 445,553 | 17,046 | 0.02% | 0.02% | 29 | -5,160 | -1.14% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 416,262 | 17,041 | 2.27% | 2.2% | 30 | +63,070 | 17.86% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 439,715 | 16,823 | 0.26% | 0.04% | 31 | +373,027 | 559.36% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 433,129 | 16,571 | 1.91% | 1.84% | 32 | +630 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Charles Schwab Trust Co | History | Added to | 411,420 | 15,740 | 1.02% | 0.95% | 33 | +10,661 | 2.66% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 405,902 | 15,530 | 0.04% | 0.05% | 34 | -87,734 | -17.77% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 391,905 | 14,994 | 0.01% | 0.0% | 35 | +308,951 | 372.44% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 379,370 | 14,514 | 0.89% | 0.91% | 36 | +5,870 | 1.57% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 367,504 | 14,060 | 0.15% | 0.07% | 37 | +208,145 | 130.61% | Q1 2026 | Apr 20, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 367,331 | 14,054 | 2.77% | 2.67% | 38 | +13,687 | 3.87% | Q1 2026 | Apr 14, 2026 |
| Prairiewood Capital, LLC | History | Added to | 353,734 | 13,533 | 3.91% | 3.78% | 39 | +16,503 | 4.89% | Q1 2026 | Apr 16, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 349,937 | 13,388 | 3.5% | 3.41% | 40 | -9,861 | -2.74% | Q1 2026 | May 01, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 348,345 | 13,327 | 1.53% | 1.38% | 41 | +2,703 | 0.78% | Q1 2026 | Apr 24, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 345,179 | 13,206 | 0.3% | 0.27% | 42 | +25,620 | 8.02% | Q1 2026 | Apr 29, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 334,560 | 12,800 | 6.51% | 3.97% | 43 | +121,403 | 56.95% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 332,923 | 12,737 | 0.44% | 0.39% | 44 | +19,309 | 6.16% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | New | 328,742 | 12,577 | 4.0% | — | 45 | +328,742 | New | Q1 2026 | May 08, 2026 |
| COWA, LLC | History | Added to | 322,910 | 12,354 | 3.33% | 3.42% | 46 | +11,469 | 3.68% | Q1 2026 | May 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 308,618 | 11,807 | 4.23% | 3.89% | 47 | +16,070 | 5.49% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 300,584 | 11,500 | 0.52% | 0.51% | 48 | -10,424 | -3.35% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 273,070 | 10,447 | 0.32% | 0.32% | 49 | -8,154 | -2.9% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 259,210 | 9,917 | 0.01% | 0.01% | 50 | +1,817 | 0.71% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 270,629 | 9,758 | 0.47% | 0.46% | 51 | -1,315 | -0.48% | Q1 2026 | Apr 08, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 222,078 | 8,496 | 2.59% | 2.57% | 52 | +3,449 | 1.58% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 218,111 | 8,345 | 0.0% | 0.0% | 53 | -5,622 | -2.51% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 212,046 | 8,112 | 1.27% | 1.23% | 54 | -4,521 | -2.09% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Added to | 207,189 | 7,927 | 0.01% | 0.0% | 55 | +40,309 | 24.15% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 197,226 | 7,545 | 0.04% | 0.03% | 56 | +36,596 | 22.78% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 195,470 | 7,478 | 0.01% | 0.01% | 57 | +35,557 | 22.24% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 204,549 | 7,376 | 0.48% | 0.48% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RHS Financial, LLC | History | Reduced | 185,287 | 7,089 | 3.36% | 4.28% | 59 | -57,691 | -23.74% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 184,503 | 7,059 | 0.03% | 0.04% | 60 | -29,507 | -13.79% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 181,814 | 6,956 | 0.04% | 0.05% | 61 | -89,516 | -32.99% | Q1 2026 | May 05, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 179,260 | 6,858 | 3.99% | 4.06% | 62 | +14,246 | 8.63% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 184,041 | 6,855 | 0.0% | 0.0% | 63 | -104,238 | -36.16% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 178,075 | 6,813 | 4.59% | 0.18% | 64 | +170,768 | 2337.05% | Q1 2026 | Apr 21, 2026 |
| Wealth Forward, LLC | History | Reduced | 176,290 | 6,744 | 3.81% | 3.59% | 65 | -13 | -0.01% | Q1 2026 | May 04, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 171,213 | 6,550 | 2.32% | 2.12% | 66 | +9,879 | 6.12% | Q1 2026 | Apr 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 168,281 | 6,438 | 4.18% | 3.9% | 67 | +16,481 | 10.86% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 164,815 | 6,305 | 0.03% | 0.04% | 68 | -11,218 | -6.37% | Q1 2026 | May 04, 2026 |
| Essex LLC | History | Added to | 161,351 | 6,173 | 1.09% | 1.01% | 69 | +3,222 | 2.04% | Q1 2026 | Apr 24, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 159,685 | 6,109 | 1.12% | 1.01% | 70 | +6,173 | 4.02% | Q1 2026 | May 05, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 156,726 | 5,996 | 2.62% | — | 71 | +156,726 | New | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 154,232 | 5,900 | 3.11% | 3.15% | 72 | -3,192 | -2.03% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 141,937 | 5,430 | 0.31% | 0.29% | 73 | +8,658 | 6.5% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 141,174 | 5,385 | 0.01% | 0.01% | 74 | +5,113 | 3.76% | Q1 2026 | Apr 08, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 136,959 | 5,240 | 1.67% | 1.49% | 75 | +5,031 | 3.81% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 136,533 | 5,223 | 0.08% | 0.08% | 76 | +13,848 | 11.29% | Q1 2026 | Apr 22, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 134,685 | 5,153 | 2.03% | 0.24% | 77 | +108,253 | 409.55% | Q1 2026 | May 06, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 132,683 | 5,076 | 0.82% | 0.77% | 78 | +3,475 | 2.69% | Q1 2026 | Apr 07, 2026 |
| Cheviot Value Management, LLC | History | Added to | 131,072 | 5,014 | 0.5% | 0.51% | 79 | +1,907 | 1.48% | Q1 2026 | May 12, 2026 |
| Silver Coast Investments LLC | History | New | 128,694 | 4,923 | 1.57% | — | 80 | +128,694 | New | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 126,869 | 4,903 | 0.01% | 0.0% | 81 | +84,279 | 197.88% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 127,406 | 4,874 | 0.06% | 0.03% | 82 | +73,297 | 135.46% | Q1 2026 | May 15, 2026 |
| Capital Developers, LLC | History | Added to | 127,312 | 4,870 | 4.39% | 4.0% | 83 | +3,528 | 2.85% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 126,608 | 4,844 | 0.08% | 0.08% | 84 | -3,091 | -2.38% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 120,257 | 4,601 | 0.04% | 0.04% | 85 | -21,221 | -15.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 111,544 | 4,267 | 0.07% | 0.05% | 86 | +47,154 | 73.23% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 108,572 | 4,153 | 0.01% | 0.01% | 87 | +2,704 | 2.55% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 105,889 | 4,051 | 0.01% | 0.01% | 88 | +272 | 0.26% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Reduced | 105,144 | 4,022 | 0.91% | 0.93% | 89 | -2,005 | -1.87% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 104,841 | 4,011 | 0.29% | 0.25% | 90 | +700 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Veridan Wealth LLC | History | Added to | 102,427 | 3,918 | 1.45% | 1.21% | 91 | +2,373 | 2.37% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 101,713 | 3,891 | 0.0% | 0.0% | 92 | +94,692 | 1348.7% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 98,447 | 3,767 | 0.03% | 0.03% | 93 | +2,540 | 2.65% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 98,401 | 3,740 | 1.04% | 0.89% | 94 | +15,713 | 19.0% | Q1 2026 | Apr 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 97,247 | 3,720 | 0.15% | 0.13% | 95 | +12,650 | 14.95% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 99,464 | 3,695 | 0.0% | 0.0% | 96 | +31,098 | 45.49% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 95,161 | 3,640 | 0.0% | 0.0% | 97 | +5,375 | 5.99% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 95,099 | 3,639 | 0.01% | 0.01% | 98 | +4,026 | 4.42% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 93,914 | 3,593 | 0.03% | 0.02% | 99 | +14,711 | 18.57% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 95,641 | 3,448 | 0.32% | 0.32% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 90,031 | 3,444 | 0.01% | 0.0% | 101 | +5,293 | 6.25% | Q1 2026 | May 15, 2026 |
| Northland Capital Management LLC | History | Reduced | 89,238 | 3,414 | 1.87% | 2.12% | 102 | -15,809 | -15.05% | Q1 2026 | Apr 21, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 89,010 | 3,405 | 1.48% | 1.11% | 103 | +19,103 | 27.33% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 86,156 | 3,295 | 0.0% | 0.0% | 104 | -24,495 | -22.14% | Q1 2026 | May 14, 2026 |
| Sensible Money, LLC | History | Reduced | 84,808 | 3,244 | 0.99% | 1.02% | 105 | -3,763 | -4.25% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 84,464 | 3,231 | 0.0% | — | 106 | +84,464 | New | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 82,397 | 3,152 | 0.03% | 0.02% | 107 | -1,618 | -1.93% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 79,802 | 3,053 | 0.01% | 0.0% | 108 | +54,734 | 218.34% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 83,732 | 3,019 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 78,517 | 3,004 | 0.0% | 0.0% | 110 | +20,209 | 34.66% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 77,333 | 2,958 | 2.85% | 2.71% | 111 | +1,587 | 2.1% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,032 | 2,947 | 0.0% | 0.0% | 112 | +15,670 | 25.54% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 76,770 | 2,937 | 0.02% | 0.02% | 113 | -2,345 | -2.96% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 75,477 | 2,887 | 0.08% | 0.05% | 114 | +24,967 | 49.43% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 74,004 | 2,831 | 0.04% | 0.04% | 115 | -4,863 | -6.17% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 73,369 | 2,807 | 0.36% | 0.34% | 116 | +706 | 0.97% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 70,911 | 2,713 | 0.01% | 0.01% | 117 | +27,728 | 64.21% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 70,250 | 2,687 | 0.48% | 0.46% | 118 | +887 | 1.28% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 69,773 | 2,669 | 0.01% | 0.01% | 119 | +1,128 | 1.64% | Q1 2026 | May 06, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 69,431 | 2,656 | 0.37% | 0.35% | 120 | -1,747 | -2.45% | Q1 2026 | May 14, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 66,900 | 2,559 | 0.06% | — | 121 | +66,900 | New | Q1 2026 | May 15, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 66,321 | 2,537 | 1.32% | 1.32% | 122 | -386 | -0.58% | Q1 2026 | Apr 22, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 63,907 | 2,445 | 0.26% | — | 123 | +63,907 | New | Q1 2026 | May 06, 2026 |
| Red Tortoise LLC | History | Added to | 63,177 | 2,417 | 1.01% | 0.96% | 124 | +251 | 0.4% | Q1 2026 | Apr 21, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 62,082 | 2,375 | 0.09% | — | 125 | +62,082 | New | Q1 2026 | May 12, 2026 |
| ERn Financial, LLC | History | Reduced | 60,839 | 2,327 | 0.44% | 0.42% | 126 | -1,436 | -2.31% | Q1 2026 | Apr 24, 2026 |
| Centurion Wealth Management LLC | History | Added to | 59,412 | 2,273 | 0.51% | 0.45% | 127 | +2,000 | 3.48% | Q1 2026 | Apr 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 57,787 | 2,210 | 0.5% | 0.57% | 128 | -11,311 | -16.37% | Q1 2026 | Apr 02, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 57,364 | 2,194 | 1.28% | 1.27% | 129 | -2,506 | -4.19% | Q1 2026 | May 01, 2026 |
| Brio Consultants, LLC | History | Added to | 50,251 | 2,057 | 0.25% | 0.2% | 130 | +7,341 | 17.11% | Q1 2026 | May 06, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 53,396 | 2,046 | 1.96% | 2.71% | 131 | -25,593 | -32.4% | Q1 2026 | May 15, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 53,315 | 2,039 | 0.75% | 0.75% | 132 | -5,448 | -9.27% | Q1 2026 | Apr 09, 2026 |
| FF Advisors,LLC | History | Reduced | 50,911 | 2,037 | 0.83% | 0.82% | 133 | -61 | -0.12% | Q1 2026 | Apr 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 51,097 | 1,954 | 0.21% | 0.19% | 134 | +4,149 | 8.84% | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 51,063 | 1,953 | 0.41% | 0.42% | 135 | -9,256 | -15.35% | Q1 2026 | Apr 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 50,761 | 1,942 | 0.23% | 0.22% | 136 | +1,118 | 2.25% | Q1 2026 | Apr 15, 2026 |
| Index Technologies Group LLC | History | Added to | 49,714 | 1,902 | 2.07% | 1.48% | 137 | +10,355 | 26.31% | Q1 2026 | Apr 29, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 49,546 | 1,895 | 0.64% | 0.54% | 138 | -4,290 | -7.97% | Q1 2026 | Apr 08, 2026 |
| BCS Wealth Management | History | Reduced | 48,932 | 1,872 | 0.38% | 0.27% | 139 | -25,427 | -34.19% | Q1 2026 | Apr 17, 2026 |
| Sonoma Allocations LLC | History | New | 48,788 | 1,862 | 0.64% | — | 140 | +48,788 | New | Q1 2026 | May 19, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 48,443 | 1,853 | 0.56% | 0.53% | 141 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 46,400 | 1,775 | 0.0% | 0.0% | 142 | +16,800 | 56.76% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 42,955 | 1,735 | 0.73% | 0.79% | 143 | -6,605 | -13.33% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 44,168 | 1,689 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 44,053 | 1,685 | 0.35% | 0.32% | 145 | -472 | -1.06% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 43,678 | 1,671 | 0.0% | 0.0% | 146 | +864 | 2.02% | Q1 2026 | May 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 42,346 | 1,620 | 0.69% | 0.7% | 147 | -2,265 | -5.08% | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 42,397 | 1,617 | 0.03% | 0.03% | 148 | -3,347 | -7.32% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 40,471 | 1,548 | 0.14% | 0.12% | 149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 40,443 | 1,547 | 1.62% | 1.35% | 150 | +3,724 | 10.14% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Reduced | 40,167 | 1,536 | 0.18% | 0.59% | 151 | -93,200 | -69.88% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 39,649 | 1,516 | 0.03% | 0.02% | 152 | +1,924 | 5.1% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 39,386 | 1,506 | 0.01% | 0.01% | 153 | -3,096 | -7.29% | Q1 2026 | Apr 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 39,058 | 1,494 | 0.78% | 0.93% | 154 | -988 | -2.47% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 38,755 | 1,482 | 0.0% | 0.0% | 155 | +34,929 | 912.94% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 40,990 | 1,478 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 38,181 | 1,460 | 0.15% | 0.12% | 157 | +7,452 | 24.25% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 39,830 | 1,436 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 36,243 | 1,386 | 2.04% | 2.0% | 159 | -2,857 | -7.31% | Q1 2026 | Apr 10, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 36,017 | 1,378 | 0.58% | 0.52% | 160 | +1,765 | 5.15% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,599 | 1,361 | 0.0% | 0.0% | 161 | +5,838 | 19.62% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Reduced | 35,589 | 1,361 | 0.18% | 0.18% | 162 | -90 | -0.25% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,979 | 1,338 | 0.03% | 0.03% | 163 | -1,015 | -2.82% | Q1 2026 | Apr 13, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 34,686 | 1,327 | 1.23% | 1.22% | 164 | -2,321 | -6.27% | Q1 2026 | Apr 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 32,213 | 1,302 | 0.07% | — | 165 | +32,213 | New | Q1 2026 | Apr 20, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 33,989 | 1,300 | 0.69% | — | 166 | +33,989 | New | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 31,674 | 1,268 | 0.02% | 0.04% | 167 | +6,326 | 24.96% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Reduced | 32,373 | 1,238 | 0.01% | 0.01% | 168 | -5,000 | -13.38% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Added to | 31,468 | 1,203 | 0.03% | 0.01% | 169 | +15,088 | 92.11% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 31,366 | 1,200 | 0.13% | 0.29% | 170 | -42,021 | -57.26% | Q1 2026 | Apr 24, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,064 | 1,188 | 0.0% | 0.0% | 171 | +4,051 | 15.0% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 30,724 | 1,175 | 0.0% | 0.0% | 172 | +19,570 | 175.45% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | Added to | 30,555 | 1,169 | 0.12% | 0.1% | 173 | +2,850 | 10.29% | Q1 2026 | May 13, 2026 |
| Lee Financial Co | History | Added to | 30,354 | 1,161 | 0.16% | 0.12% | 174 | +5,286 | 21.09% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 30,092 | 1,151 | 0.38% | 0.33% | 175 | +718 | 2.44% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | No change | 29,363 | 1,123 | 0.46% | 0.45% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arista Wealth Management, LLC | History | New | 29,341 | 1,122 | 0.14% | — | 177 | +29,341 | New | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 29,186 | 1,117 | 0.01% | 0.01% | 178 | +5,655 | 24.03% | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 30,683 | 1,106 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 28,026 | 1,072 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,826 | 1,064 | 0.0% | 0.0% | 181 | +234 | 0.85% | Q1 2026 | May 14, 2026 |
| Forza Wealth Management, LLC | History | No change | 27,714 | 1,060 | 0.37% | 0.36% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 27,648 | 1,057 | 0.02% | 0.02% | 183 | -1,830 | -6.21% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,761 | 1,023 | 0.01% | 0.0% | 184 | +3,674 | 15.91% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,815 | 1,022 | 0.01% | 0.01% | 185 | -1,777 | -6.22% | Q1 2026 | Apr 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 26,146 | 1,000 | 0.41% | 0.37% | 186 | -3,110 | -10.63% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | No change | 25,957 | 993 | 0.24% | 0.23% | 187 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 25,953 | 992 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,823 | 987 | 0.01% | 0.01% | 189 | +4,526 | 21.25% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,677 | 982 | 0.04% | 0.03% | 190 | +332 | 1.31% | Q1 2026 | Apr 14, 2026 |
| MRP Capital Investments, LLC | History | New | 25,583 | 978 | 0.85% | — | 191 | +25,583 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 24,195 | 925 | 0.0% | 0.0% | 192 | +8,715 | 56.3% | Q1 2026 | May 14, 2026 |
| January Capital Advisors LLC | History | New | 24,156 | 924 | 1.25% | — | 193 | +24,156 | New | Q1 2026 | May 20, 2026 |
| Trust Point Inc. | History | Reduced | 23,206 | 887 | 0.08% | 0.3% | 194 | -80,739 | -77.67% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 23,028 | 881 | 0.01% | 0.01% | 195 | +6,893 | 42.72% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 22,682 | 867 | 0.01% | 0.01% | 196 | -1,002 | -4.23% | Q1 2026 | Apr 27, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 22,599 | 864 | 0.58% | 0.6% | 197 | -1,361 | -5.68% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Added to | 21,893 | 837 | 0.17% | 0.17% | 198 | +215 | 0.99% | Q1 2026 | May 08, 2026 |
| SUMMITRY LLC | History | No change | 21,606 | 826 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 21,026 | 804 | 0.21% | 0.22% | 200 | -1,272 | -5.7% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 20,979 | 802 | 0.0% | 0.0% | 201 | +1,122 | 5.65% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | Added to | 20,932 | 800 | 0.48% | 0.07% | 202 | +17,629 | 533.73% | Q1 2026 | Apr 30, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 22,046 | 794 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 20,523 | 785 | 0.82% | 0.0% | 204 | +20,448 | 27264.0% | Q1 2026 | Apr 16, 2026 |
| Foster Group, Inc. | History | Added to | 19,966 | 763 | 0.02% | 0.02% | 205 | +1,085 | 5.75% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,195 | 734 | 0.0% | 0.0% | 206 | -357 | -1.83% | Q1 2026 | May 05, 2026 |
| Gibson Capital, LLC | History | Reduced | 18,728 | 716 | 0.13% | 0.13% | 207 | -350 | -1.83% | Q1 2026 | Apr 17, 2026 |
| LongView Wealth Management | History | Added to | 17,628 | 712 | 0.18% | 0.07% | 208 | +9,991 | 130.82% | Q1 2026 | Apr 15, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 19,646 | 708 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Traub Capital Management LLC | History | Added to | 18,457 | 706 | 0.7% | 0.63% | 210 | +260 | 1.43% | Q1 2026 | Apr 23, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 18,297 | 700 | 0.03% | 0.03% | 211 | +520 | 2.93% | Q1 2026 | May 12, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 17,931 | 686 | 0.32% | 0.32% | 212 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 17,847 | 682 | 0.05% | 0.11% | 213 | -21,595 | -54.75% | Q1 2026 | May 05, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 17,731 | 678 | 0.28% | 0.11% | 214 | +10,937 | 160.98% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 17,423 | 666 | 0.09% | 0.09% | 215 | -771 | -4.24% | Q1 2026 | Apr 28, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 17,041 | 651 | 0.34% | 0.33% | 216 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 16,321 | 624 | 0.0% | 0.0% | 217 | +3,924 | 31.65% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 16,232 | 621 | 0.02% | — | 219 | +16,232 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 17,222 | 621 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,864 | 606 | 0.0% | 0.0% | 220 | +2,389 | 17.73% | Q1 2026 | Apr 30, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 15,721 | 601 | 0.14% | 0.13% | 221 | +208 | 1.34% | Q1 2026 | Apr 28, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 15,559 | 595 | 0.11% | 0.1% | 222 | -12,456 | -44.46% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 15,525 | 593 | 0.0% | 0.0% | 223 | -3,306 | -17.56% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 14,971 | 589 | 0.02% | 0.02% | 224 | +363 | 2.48% | Q1 2026 | Apr 09, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,233 | 582 | 0.23% | 0.22% | 225 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Balentine LLC | History | No change | 15,147 | 579 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,091 | 577 | 0.02% | 0.01% | 227 | +3,400 | 29.08% | Q1 2026 | May 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 15,080 | 576 | 0.16% | 0.15% | 228 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 14,999 | 573 | 0.03% | 0.01% | 229 | +6,501 | 76.5% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,620 | 559 | 0.0% | 0.0% | 230 | -1,166 | -7.39% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 13,595 | 520 | 0.18% | 0.17% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 13,564 | 518 | 0.07% | 0.03% | 232 | +6,575 | 94.08% | Q1 2026 | Apr 08, 2026 |
| Abel Hall, LLC | History | Reduced | 13,547 | 518 | 0.11% | 0.12% | 233 | -399 | -2.86% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,526 | 517 | 0.0% | 0.0% | 234 | +13,345 | 7372.93% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,320 | 516 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sankala Group LLC | History | Reduced | 13,603 | 507 | 0.41% | 0.44% | 236 | -20 | -0.15% | Q1 2026 | Mar 31, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 13,030 | 498 | 0.14% | 0.13% | 237 | +91 | 0.7% | Q1 2026 | Apr 27, 2026 |
| Aspiring Ventures, LLC | History | No change | 12,840 | 491 | 0.15% | 0.16% | 238 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | Reduced | 12,733 | 487 | 0.04% | 0.04% | 239 | -1,321 | -9.4% | Q1 2026 | Apr 01, 2026 |
| Root Financial Partners, LLC | History | Reduced | 12,351 | 472 | 0.02% | 0.03% | 240 | -1,324 | -9.68% | Q1 2026 | Apr 24, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 12,262 | 469 | 0.25% | 0.39% | 241 | -8,704 | -41.51% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | New | 12,186 | 466 | 0.02% | — | 242 | +12,186 | New | Q1 2026 | May 19, 2026 |
| Verum Partners LLC | History | Added to | 12,161 | 465 | 0.09% | 0.08% | 243 | +1,682 | 16.05% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,133 | 464 | 0.0% | 0.0% | 244 | +2,880 | 31.13% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,081 | 462 | 0.0% | 0.0% | 245 | +6,685 | 123.89% | Q1 2026 | May 13, 2026 |
| BetterWealth, LLC | History | New | 11,979 | 458 | 0.09% | — | 248 | +11,979 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 11,995 | 458 | 0.0% | 0.0% | 246 | +2,734 | 29.52% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,977 | 458 | 0.02% | 0.02% | 247 | +698 | 6.19% | Q1 2026 | Apr 28, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 12,421 | 447 | 0.28% | 0.28% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,678 | 446 | 0.0% | 0.0% | 250 | +3,447 | 41.88% | Q1 2026 | May 08, 2026 |
| CGC Financial Services, LLC | History | New | 11,547 | 441 | 0.13% | — | 251 | +11,547 | New | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 11,448 | 438 | 0.01% | 0.01% | 252 | +933 | 8.87% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Reduced | 11,345 | 434 | 0.02% | 0.02% | 253 | -1,549 | -12.01% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,705 | 422 | 0.0% | 0.0% | 254 | +1,855 | 18.83% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 10,910 | 417 | 0.05% | — | 255 | +10,910 | New | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,532 | 402 | 0.01% | 0.01% | 256 | -64 | -0.6% | Q1 2026 | May 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 10,450 | 400 | 0.14% | 0.13% | 257 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,393 | 397 | 0.04% | 0.04% | 258 | +1,596 | 18.14% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,298 | 393 | 0.02% | 0.02% | 259 | -39 | -0.38% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,170 | 389 | 0.02% | 0.01% | 260 | +1,149 | 12.74% | Q1 2026 | May 15, 2026 |
| First County Bank /CT/ | History | Reduced | 10,000 | 382 | 0.2% | 0.2% | 261 | -703 | -6.57% | Q1 2026 | Apr 03, 2026 |
| Colonial Trust Advisors | History | No change | 9,785 | 374 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | New | 9,513 | 363 | 0.0% | — | 264 | +9,513 | New | Q1 2026 | May 15, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 9,508 | 363 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,833 | 354 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Catalyst Investment Management LLC | History | New | 8,660 | 353 | 0.39% | — | 267 | +8,660 | New | Q1 2026 | Apr 23, 2026 |
| REDW Wealth LLC | History | Reduced | 9,251 | 353 | 0.14% | 0.14% | 266 | -1,221 | -11.66% | Q1 2026 | May 07, 2026 |
| Waterfront Wealth Inc. | History | Added to | 9,150 | 350 | 0.06% | 0.07% | 268 | +62 | 0.68% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,124 | 349 | 0.01% | 0.0% | 269 | +6,077 | 199.44% | Q1 2026 | Apr 07, 2026 |
| Coastwise Capital Group, LLC | History | No change | 9,055 | 346 | 0.19% | 0.16% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clarion Wealth Managment Partners, LLC | History | New | 9,035 | 345 | 0.31% | — | 272 | +9,035 | New | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 9,041 | 345 | 0.02% | 0.02% | 271 | -250 | -2.69% | Q1 2026 | Apr 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 8,850 | 338 | 0.0% | — | 273 | +8,850 | New | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | Reduced | 8,763 | 335 | 0.17% | 0.18% | 274 | -1,128 | -11.4% | Q1 2026 | Apr 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 8,735 | 334 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 8,662 | 331 | 0.0% | 0.0% | 276 | +81 | 0.94% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 8,556 | 327 | 0.0% | — | 277 | +8,556 | New | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,435 | 322 | 0.02% | 0.02% | 278 | -524 | -5.85% | Q1 2026 | Apr 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,345 | 319 | 0.0% | 0.0% | 279 | +552 | 7.08% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 8,299 | 317 | 0.0% | 0.02% | 280 | -15,116 | -64.56% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,300 | 317 | 0.0% | — | 281 | +8,300 | New | Q1 2026 | May 15, 2026 |
| MOR Wealth Management, LLC | History | New | 8,142 | 311 | 0.14% | — | 282 | +8,142 | New | Q1 2026 | Apr 24, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 8,111 | 310 | 0.25% | 0.24% | 283 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 7,983 | 305 | 0.02% | 0.02% | 284 | +273 | 3.54% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 7,921 | 303 | 0.1% | 0.09% | 285 | +469 | 6.29% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | New | 7,902 | 302 | 0.0% | — | 286 | +7,902 | New | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,736 | 296 | 0.01% | 0.01% | 287 | +47 | 0.61% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 7,733 | 295 | 0.0% | — | 288 | +7,733 | New | Q1 2026 | Apr 17, 2026 |
| TBH Global Asset Management, LLC | History | New | 7,501 | 286 | 0.06% | — | 289 | +7,501 | New | Q1 2026 | Apr 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,452 | 285 | 0.03% | 0.03% | 290 | +85 | 1.15% | Q1 2026 | May 08, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 7,431 | 284 | 0.04% | 0.03% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,350 | 281 | 0.0% | 0.0% | 292 | -26 | -0.35% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | New | 7,330 | 280 | 0.0% | — | 293 | +7,330 | New | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 7,328 | 280 | 0.15% | — | 294 | +7,328 | New | Q1 2026 | May 13, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 7,276 | 278 | 0.29% | 0.28% | 295 | -232 | -3.09% | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 7,252 | 277 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 7,177 | 274 | 0.26% | 0.28% | 297 | -600 | -7.72% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 7,139 | 273 | 0.03% | 0.02% | 298 | -27 | -0.38% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | New | 7,001 | 267 | 0.02% | — | 299 | +7,001 | New | Q1 2026 | May 14, 2026 |
| IVC Wealth Advisors LLC | History | New | 6,901 | 264 | 0.11% | — | 300 | +6,901 | New | Q1 2026 | Apr 16, 2026 |
| Bedminster, LLC | History | No change | 6,755 | 258 | 0.24% | 0.22% | 301 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | No change | 6,695 | 256 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,595 | 252 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 6,519 | 249 | 0.01% | 0.0% | 304 | +2,884 | 79.34% | Q1 2026 | May 13, 2026 |
| Price Financial Group Wealth Management, Inc | History | No change | 6,143 | 249 | 4.11% | 7.39% | 305 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | New | 6,448 | 246 | 0.0% | — | 306 | +6,448 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,401 | 244 | 0.0% | 0.0% | 307 | -1,116 | -14.85% | Q1 2026 | Apr 27, 2026 |
| Certified Advisory Corp | History | No change | 6,366 | 243 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| McCartney Wealth Management LLC | History | No change | 6,354 | 243 | 0.2% | 0.2% | 309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | New | 6,351 | 242 | 0.01% | — | 310 | +6,351 | New | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 6,321 | 241 | 0.02% | — | 312 | +6,321 | New | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | New | 6,318 | 241 | 0.01% | — | 311 | +6,318 | New | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 6,265 | 239 | 0.0% | 0.0% | 313 | -174 | -2.7% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,241 | 238 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,245 | 238 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,195 | 237 | 0.0% | 0.01% | 316 | -2,208 | -26.28% | Q1 2026 | May 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 6,185 | 236 | 0.03% | 0.03% | 317 | -1,180 | -16.02% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,988 | 229 | 0.0% | — | 318 | +5,988 | New | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 5,981 | 228 | 0.01% | — | 319 | +5,981 | New | Q1 2026 | Apr 29, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 5,928 | 226 | 0.04% | 0.03% | 321 | -269 | -4.34% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,909 | 226 | 0.01% | 0.0% | 320 | +80 | 1.37% | Q1 2026 | May 15, 2026 |
| Directional Asset Management | History | No change | 5,765 | 220 | 0.2% | 0.18% | 322 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,667 | 216 | 0.01% | 0.01% | 323 | -2,604 | -31.48% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,576 | 213 | 0.0% | 0.0% | 324 | +739 | 15.28% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,580 | 213 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 5,567 | 212 | 0.0% | — | 326 | +5,567 | New | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 5,514 | 210 | 0.05% | — | 327 | +5,514 | New | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 5,460 | 208 | 0.06% | — | 328 | +5,460 | New | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 5,314 | 203 | 0.02% | — | 330 | +5,314 | New | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,323 | 203 | 0.01% | 0.01% | 329 | -3,459 | -39.39% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,249 | 200 | 0.0% | 0.0% | 331 | -611 | -10.43% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,778 | 182 | 0.0% | — | 332 | +4,778 | New | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4,745 | 181 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NorthAvenue LLC | History | Reduced | 4,485 | 171 | 0.14% | 0.14% | 334 | -95 | -2.07% | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | Reduced | 4,455 | 170 | 0.01% | 0.02% | 335 | -2,956 | -39.89% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,231 | 161 | 0.06% | 0.03% | 336 | +1,919 | 83.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 4,131 | 158 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 3,900 | 149 | 0.0% | — | 338 | +3,900 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,699 | 141 | 0.05% | — | 340 | +3,699 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 3,702 | 141 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,607 | 138 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,445 | 131 | 0.0% | 0.0% | 342 | -113 | -3.18% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,400 | 130 | 0.01% | 0.01% | 343 | +228 | 7.19% | Q1 2026 | Apr 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 3,360 | 128 | 0.05% | 0.05% | 344 | -360 | -9.68% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,273 | 125 | 0.0% | 0.0% | 345 | -47 | -1.42% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | Added to | 3,165 | 121 | 0.03% | 0.02% | 346 | +585 | 22.67% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,108 | 118 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,200 | 115 | 0.08% | 0.08% | 348 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Activest Wealth Management | History | Added to | 2,841 | 108 | 0.02% | 0.02% | 349 | +4 | 0.14% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,800 | 107 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,800 | 107 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 2,772 | 106 | 0.04% | 0.06% | 352 | -1,097 | -28.35% | Q1 2026 | Apr 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,762 | 105 | 0.04% | 0.03% | 353 | -6 | -0.22% | Q1 2026 | Apr 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 2,649 | 101 | 0.02% | 0.04% | 354 | -1,609 | -37.79% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Reduced | 2,540 | 97 | 0.04% | 0.08% | 355 | -2,699 | -51.52% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 2,527 | 96 | 0.0% | 0.01% | 357 | -720 | -22.17% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 2,529 | 96 | 0.01% | 0.02% | 356 | +15 | 0.6% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,233 | 85 | 0.0% | 0.0% | 358 | +1,425 | 176.36% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 2,233 | 85 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | No change | 2,236 | 85 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 2,152 | 82 | 0.04% | — | 361 | +2,152 | New | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 2,073 | 79 | 0.03% | 0.03% | 362 | -120 | -5.47% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 1,825 | 69 | 0.01% | 0.02% | 363 | +338 | 22.73% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,740 | 66 | 0.0% | 0.0% | 364 | -716 | -29.15% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,653 | 63 | 0.05% | 0.04% | 365 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BARCLAYS PLC | History | New | 1,600 | 61 | 0.0% | — | 366 | +1,600 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | New | 1,566 | 60 | 0.0% | — | 368 | +1,566 | New | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | Reduced | 1,592 | 60 | 0.02% | 0.02% | 367 | -60 | -3.63% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,458 | 57 | 0.02% | 0.01% | 369 | +303 | 26.23% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,469 | 56 | 0.01% | 0.0% | 370 | +1,374 | 1446.32% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 1,448 | 55 | 0.01% | 0.01% | 371 | +26 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | No change | 1,424 | 54 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,374 | 53 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,374 | 52 | 0.0% | — | 374 | +1,374 | New | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,238 | 47 | 0.01% | — | 375 | +1,238 | New | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,223 | 46 | 0.01% | 0.01% | 376 | +76 | 6.63% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,190 | 45 | 0.0% | 0.0% | 377 | +307 | 34.77% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,100 | 42 | 0.0% | — | 379 | +1,100 | New | Q1 2026 | Apr 14, 2026 |
| PFS Partners, LLC | History | No change | 1,117 | 42 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,066 | 40 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 1,035 | 39 | 0.0% | — | 383 | +1,035 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,038 | 39 | 0.0% | 0.0% | 382 | -8 | -0.76% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,083 | 39 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 939 | 35 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 931 | 33 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Mosley Wealth Management | History | New | 868 | 31 | 0.01% | — | 387 | +868 | New | Q1 2026 | Apr 27, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 835 | 31 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | No change | 799 | 30 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 716 | 27 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 686 | 26 | 0.01% | — | 392 | +686 | New | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 685 | 26 | 0.03% | 0.01% | 391 | +321 | 88.19% | Q1 2026 | Apr 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 692 | 26 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 666 | 25 | 0.01% | — | 396 | +666 | New | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 636 | 25 | 0.0% | 0.0% | 394 | -70 | -9.92% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 673 | 25 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 675 | 25 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 632 | 23 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 627 | 23 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 560 | 21 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 544 | 20 | 0.0% | 0.0% | 400 | +16 | 3.03% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 537 | 20 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 535 | 20 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 20 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 506 | 19 | 0.0% | 0.0% | 404 | -72,787 | -99.31% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 501 | 18 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GODSEY & GIBB, INC | History | No change | 461 | 17 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Reduced | 415 | 15 | 0.0% | 0.0% | 407 | -2,085 | -83.4% | Q1 2026 | Apr 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 400 | 15 | 0.0% | 0.0% | 408 | -818 | -67.16% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 397 | 15 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | No change | 404 | 15 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 384 | 14 | 0.0% | — | 414 | +384 | New | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 390 | 14 | 0.01% | 0.01% | 413 | -150 | -27.78% | Q1 2026 | Apr 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 380 | 14 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 379 | 14 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 348 | 13 | 0.0% | — | 418 | +348 | New | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | New | 347 | 13 | 0.01% | — | 419 | +347 | New | Q1 2026 | May 01, 2026 |
| Kozak & Associates, Inc. | History | New | 328 | 13 | 0.0% | — | 417 | +328 | New | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 366 | 13 | 0.0% | 0.0% | 416 | -233 | -38.9% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | No change | 346 | 13 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 324 | 12 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 316 | 12 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Reduced | 304 | 11 | 0.0% | 0.01% | 422 | -962 | -75.99% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 305 | 11 | 0.0% | 0.0% | 424 | +73 | 31.47% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 297 | 11 | 0.0% | 0.0% | 423 | -15 | -4.81% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 270 | 10 | 0.0% | — | 427 | +252 | 1400.0% | Q1 2026 | Apr 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 254 | 10 | 0.01% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 265 | 10 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 250 | 9 | 0.0% | 0.0% | 428 | +75 | 42.86% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 228 | 8 | 0.0% | — | 433 | +228 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 228 | 8 | 0.0% | 0.0% | 431 | -20 | -8.06% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 231 | 8 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 219 | 8 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 185 | 7 | 0.0% | 0.0% | 434 | -311 | -62.7% | Q1 2026 | May 01, 2026 |
| First Pacific Financial | History | New | 192 | 7 | 0.0% | — | 440 | +192 | New | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 189 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| West Branch Capital LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 196 | 7 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 185 | 7 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 162 | 6 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | New | 141 | 5 | 0.0% | — | 447 | +141 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 131 | 5 | 0.0% | — | 446 | +131 | New | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 134 | 5 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 135 | 5 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 118 | 4 | 0.0% | 0.05% | 451 | -2,681 | -95.78% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Reduced | 116 | 4 | 0.0% | 0.0% | 448 | -1,397 | -92.33% | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | New | 130 | 4 | 0.0% | — | 452 | +130 | New | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 113 | 4 | 0.0% | 0.0% | 450 | -47 | -29.38% | Q1 2026 | Apr 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 118 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 82 | 3 | 0.0% | — | 456 | +82 | New | Q1 2026 | Apr 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 84 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avion Wealth | History | No change | 100 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 66 | 2 | 0.0% | 0.0% | 459 | -204 | -75.56% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 72 | 2 | 0.0% | — | 463 | +72 | New | Q1 2026 | Apr 29, 2026 |
| Valued Wealth Advisors LLC | History | New | 66 | 2 | 0.0% | — | 464 | +66 | New | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 460 | -35 | -35.0% | Q1 2026 | May 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 75 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 81 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Portus Wealth Advisors, LLC | History | New | 43 | 1 | 0.0% | — | 475 | +43 | New | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 37 | 1 | 0.0% | — | 474 | +37 | New | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 471 | -19 | -36.54% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 27 | 1 | 0.0% | 0.0% | 467 | -4 | -12.9% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 47 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 37 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 40 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146,566 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -231,802 | -100.0% | Q1 2026 | May 12, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -25,457 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,435 | -100.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,762 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,874 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,718 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,326 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -969 | -100.0% | Q1 2026 | May 15, 2026 |
| CapitalatWork S.A. | History | New | 795 | 0 | — | — | — | +795 | New | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -745 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -663 | -100.0% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -388 | -100.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | May 01, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 04, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Paladin Advisory Group, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Community Bank, N.A. | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| DB Fitzpatrick & Co, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |