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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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 124,010,383 | 4,920,731 | 0.65% | 0.65% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 14,722,704 | 584,196 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Price Financial Group Wealth Management, Inc | History | No change | 6,173 | 243,723 | 4.05% | 4.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 4,036,172 | 160,155 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,922,545 | 115,966 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,226,548 | 88,349 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,885,735 | 74,825 | 2.56% | 2.56% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,397,794 | 55,464 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOSTER & MOTLEY INC | History | No change | 1,235,419 | 49,021 | 2.26% | 2.26% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,130,210 | 44,846 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,074,017 | 42,623 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,033,833 | 41,022 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | No change | 971,847 | 38,562 | 2.69% | 2.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 970,820 | 38,522 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 824,767 | 32,726 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morningstar Investment Management LLC | History | No change | 723,788 | 27,692 | 1.71% | 1.71% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 667,904 | 26,502 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 601,701 | 23,875 | 5.21% | 5.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 597,009 | 23,689 | 2.64% | 2.64% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 585,581 | 23,529 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 591,619 | 23,475 | 0.43% | 0.43% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 570,078 | 22,620 | 1.08% | 1.08% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 569,914 | 22,614 | 2.96% | 2.96% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 561,157 | 22,266 | 2.84% | 2.84% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elgethun Capital Management | History | No change | 556,068 | 22,064 | 3.07% | 3.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 540,639 | 21,452 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASPIRIANT, LLC | History | No change | 539,037 | 21,389 | 0.53% | 0.53% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 529,141 | 20,996 | 1.9% | 1.9% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 490,739 | 19,472 | 0.25% | 0.25% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 490,430 | 19,460 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 480,918 | 19,082 | 1.92% | 1.92% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 473,791 | 18,800 | 2.09% | 2.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 432,725 | 17,724 | 2.23% | 2.23% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 428,941 | 17,020 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Charles Schwab Trust Co | History | No change | 409,608 | 16,253 | 0.91% | 0.91% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 393,575 | 15,617 | 0.83% | 0.83% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 390,468 | 15,493 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 384,389 | 15,253 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 370,133 | 14,686 | 2.66% | 2.66% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prairiewood Capital, LLC | History | No change | 365,480 | 14,502 | 3.76% | 3.76% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 360,874 | 14,319 | 0.3% | 0.3% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 359,305 | 14,257 | 1.45% | 1.45% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tandem Financial, LLC | History | No change | 354,450 | 14,064 | 4.23% | 4.23% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 346,249 | 13,739 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COWA, LLC | History | No change | 337,812 | 13,404 | 3.36% | 3.36% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 334,817 | 13,285 | 3.02% | 3.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 332,698 | 13,201 | 0.42% | 0.42% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 329,890 | 13,090 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 328,425 | 13,031 | 7.84% | 7.84% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 314,528 | 12,480 | 3.95% | 3.95% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 292,193 | 11,594 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 288,916 | 11,053 | 0.45% | 0.45% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 261,976 | 10,395 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 250,689 | 9,947 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 249,733 | 9,909 | 0.35% | 0.35% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 220,717 | 8,758 | 1.29% | 1.29% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 220,274 | 8,740 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 217,698 | 8,638 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Your Advocates Ltd., LLP | History | No change | 214,697 | 8,519 | 2.44% | 2.44% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| January Capital Advisors LLC | History | No change | 212,219 | 8,420 | 7.04% | 7.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Kozak & Associates, Inc. | History | No change | 209,032 | 8,235 | 1.43% | 1.43% | 61 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MAI Capital Management | History | No change | 206,859 | 8,208 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management, LLC | History | No change | 184,032 | 7,302 | 4.52% | 4.52% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 181,003 | 7,182 | 3.95% | 3.95% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 179,386 | 7,117 | 4.53% | 4.53% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Forward, LLC | History | No change | 178,420 | 7,079 | 3.53% | 3.53% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 177,378 | 7,038 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 177,269 | 7,034 | 0.44% | 0.44% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 171,753 | 6,815 | 2.23% | 2.23% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex LLC | History | No change | 164,912 | 6,543 | 0.99% | 0.99% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westover Capital Advisors, LLC | History | No change | 164,701 | 6,535 | 1.09% | 1.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 160,777 | 6,379 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Laurel Wealth Planning LLC | History | No change | 157,821 | 6,262 | 2.77% | 2.77% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Coast Investments LLC | History | No change | 156,502 | 6,210 | 1.85% | 1.85% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 154,856 | 6,144 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 150,169 | 5,943 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 146,509 | 5,754 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHS Financial, LLC | History | No change | 144,271 | 5,724 | 2.31% | 2.31% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 142,619 | 5,659 | 1.91% | 1.91% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 141,200 | 5,602 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 140,455 | 5,573 | 1.65% | 1.65% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 135,326 | 5,369 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 134,185 | 5,324 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 131,037 | 5,310 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 132,933 | 5,274 | 0.8% | 0.8% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cheviot Value Management, LLC | History | No change | 129,249 | 5,128 | 0.52% | 0.52% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 128,998 | 5,118 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 125,417 | 4,976 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 124,646 | 4,956 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 121,786 | 4,832 | 1.17% | 1.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 115,532 | 4,584 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 114,186 | 4,530 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 111,700 | 4,432 | 0.27% | 0.27% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 109,324 | 4,337 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 109,052 | 4,327 | 0.17% | 0.17% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 108,805 | 4,317 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 108,584 | 4,308 | 1.55% | 1.55% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 108,353 | 4,299 | 0.38% | 0.38% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 106,261 | 4,216 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 105,493 | 4,185 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 104,565 | 4,149 | 0.84% | 0.84% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 104,007 | 4,126 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 101,836 | 4,040 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veridan Wealth LLC | History | No change | 100,988 | 4,007 | 1.36% | 1.36% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 100,710 | 3,996 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 100,191 | 3,975 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 100,010 | 3,968 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | No change | 95,852 | 3,803 | 0.31% | 0.31% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 93,517 | 3,711 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 92,393 | 3,666 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Northland Capital Management LLC | History | No change | 92,131 | 3,655 | 1.97% | 1.97% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 85,946 | 3,410 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sensible Money, LLC | History | No change | 84,214 | 3,341 | 0.89% | 0.89% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 83,754 | 3,323 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 83,617 | 3,317 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 82,579 | 3,276 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 82,537 | 3,275 | 2.68% | 2.68% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 77,355 | 3,069 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 73,146 | 2,902 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 72,819 | 2,889 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 72,169 | 2,863 | 2.12% | 2.12% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 72,107 | 2,861 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Allocation Strategies LLC | History | No change | 71,354 | 2,831 | 0.44% | 0.44% | 123 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 69,130 | 2,743 | 1.21% | 1.21% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 68,476 | 2,717 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 68,339 | 2,711 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BIP Wealth, LLC | History | No change | 66,493 | 2,638 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 60,879 | 2,549 | 0.53% | 0.48% | 128 | +1,492 | 2.51% | Q3 2026 | Oct 05, 2026 |
| ERn Financial, LLC | History | No change | 61,131 | 2,425 | 0.4% | 0.4% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Index Technologies Group LLC | History | No change | 60,566 | 2,403 | 1.92% | 1.92% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verde Capital Management | History | No change | 60,198 | 2,388 | 0.44% | 0.44% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | No change | 59,471 | 2,359 | 0.42% | 0.42% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centurion Wealth Management LLC | History | No change | 59,424 | 2,357 | 0.56% | 0.56% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 55,141 | 2,188 | 1.2% | 1.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 52,940 | 2,100 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sculati Wealth Management, LLC | History | No change | 52,187 | 2,093 | 0.7% | 0.7% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brio Consultants, LLC | History | No change | 52,275 | 2,074 | 0.24% | 0.24% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FF Advisors,LLC | History | No change | 50,911 | 2,020 | 0.76% | 0.76% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 50,762 | 2,014 | 0.36% | 0.36% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 50,672 | 2,010 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Occidental Asset Management, LLC | History | No change | 50,004 | 1,984 | 0.2% | 0.2% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 49,516 | 1,964 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 48,443 | 1,922 | 0.51% | 0.51% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Financial Group, LLC | History | No change | 48,347 | 1,918 | 0.6% | 0.6% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 45,849 | 1,819 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 45,153 | 1,791 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 44,424 | 1,762 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 44,053 | 1,748 | 0.35% | 0.35% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 42,982 | 1,705 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 42,935 | 1,703 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 41,786 | 1,689 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 42,339 | 1,680 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 41,144 | 1,632 | 0.61% | 0.61% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Catalyst Investment Management LLC | History | No change | 40,773 | 1,617 | 1.47% | 1.47% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 40,531 | 1,608 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RED REEF ADVISORS LLC | History | No change | 40,344 | 1,600 | 1.48% | 1.48% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Breakwater Capital Group | History | No change | 40,206 | 1,595 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 39,569 | 1,570 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 38,696 | 1,535 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 37,493 | 1,487 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Financial Partners, LLC | History | No change | 36,861 | 1,462 | 0.57% | 0.57% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 36,668 | 1,454 | 0.98% | 0.98% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lee Financial Co | History | No change | 36,495 | 1,448 | 0.18% | 0.18% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 36,251 | 1,438 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthfront Advisers LLC | History | No change | 35,709 | 1,416 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Asset Management, LLC | History | No change | 34,633 | 1,374 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 34,603 | 1,373 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 34,493 | 1,368 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 34,468 | 1,367 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 34,082 | 1,352 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 33,912 | 1,345 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 21 West Wealth Management LLC | History | No change | 33,765 | 1,339 | 1.14% | 1.14% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGrath & Associates, Inc. | History | No change | 33,615 | 1,333 | 1.74% | 1.74% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caprock Group, LLC | History | No change | 32,051 | 1,271 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCS Capital Management LLC | History | No change | 31,886 | 1,265 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 31,233 | 1,239 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstone Financial Group, LLC | History | No change | 30,709 | 1,218 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 30,652 | 1,216 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 30,389 | 1,206 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 30,253 | 1,200 | 0.32% | 0.32% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creekside Partners | History | No change | 29,479 | 1,169 | 0.42% | 0.42% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trivium Point Advisory, LLC | History | No change | 29,428 | 1,167 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arista Wealth Management, LLC | History | No change | 29,258 | 1,160 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vise Technologies, Inc. | History | No change | 28,903 | 1,146 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bangor Savings Bank | History | No change | 28,272 | 1,121 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Embree Financial Group | History | No change | 28,169 | 1,117 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kaizen Financial Strategies | History | No change | 28,342 | 1,116 | 0.36% | 0.36% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,934 | 1,107 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forza Wealth Management, LLC | History | No change | 27,714 | 1,099 | 0.34% | 0.34% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 26,894 | 1,091 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 26,894 | 1,091 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,411 | 1,087 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 26,860 | 1,065 | 0.14% | 0.14% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MRP Capital Investments, LLC | History | No change | 26,343 | 1,045 | 0.77% | 0.77% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,331 | 1,044 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 26,016 | 1,032 | 0.38% | 0.38% | 196 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Westmount Partners, LLC | History | No change | 25,957 | 1,029 | 0.23% | 0.23% | 197 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 25,911 | 1,028 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 24,568 | 974 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IEQ CAPITAL, LLC | History | No change | 23,687 | 939 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 23,682 | 939 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 23,245 | 922 | 0.32% | 0.32% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 23,028 | 913 | 0.8% | 0.8% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trust Point Inc. | History | No change | 22,888 | 908 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wedmont Private Capital | History | No change | 22,147 | 897 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Firestone Capital Management | History | No change | 22,548 | 894 | 0.17% | 0.17% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIGHTON JONES LLC | History | No change | 22,439 | 890 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 21,905 | 869 | 0.48% | 0.48% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,880 | 868 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | No change | 21,727 | 862 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Certified Advisory Corp | History | No change | 20,951 | 831 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 20,801 | 825 | 0.18% | 0.18% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | No change | 20,060 | 795 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | No change | 18,772 | 744 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | No change | 18,240 | 723 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Traub Capital Management LLC | History | No change | 18,082 | 717 | 0.64% | 0.64% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 18,017 | 714 | 0.3% | 0.3% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 17,690 | 701 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethos Financial Group, LLC | History | No change | 17,472 | 701 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gibson Capital, LLC | History | No change | 17,353 | 688 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 17,041 | 676 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 16,723 | 663 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 16,594 | 658 | 0.13% | 0.13% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 16,530 | 655 | 0.53% | 0.53% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 16,289 | 646 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sankala Group LLC | History | No change | 15,677 | 642 | 0.43% | 0.43% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | No change | 15,870 | 629 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,767 | 625 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 15,523 | 615 | 0.24% | 0.24% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 15,412 | 611 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CGC Financial Services, LLC | History | No change | 15,366 | 609 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,233 | 604 | 0.22% | 0.22% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 15,080 | 598 | 0.15% | 0.15% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 14,717 | 583 | 0.19% | 0.19% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,633 | 580 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Professional Financial Management, Inc. | History | No change | 14,582 | 578 | 0.59% | 0.59% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,495 | 575 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,326 | 568 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 14,165 | 562 | 0.2% | 0.2% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAXON INTERESTS, INC. | History | No change | 13,595 | 539 | 0.15% | 0.15% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 13,590 | 539 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 13,568 | 538 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balentine LLC | History | No change | 13,530 | 536 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 13,293 | 527 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 13,257 | 526 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,096 | 519 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | No change | 13,076 | 518 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Range Advisory, LLC | History | No change | 12,961 | 514 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 12,879 | 511 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 12,687 | 503 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,428 | 493 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 12,263 | 486 | 0.26% | 0.26% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 12,201 | 484 | 0.21% | 0.21% | 253 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,051 | 478 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 12,023 | 477 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11,392 | 452 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 11,349 | 450 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BetterWealth, LLC | History | No change | 11,261 | 446 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,152 | 442 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | No change | 11,540 | 442 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 11,058 | 438 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspiring Ventures, LLC | History | No change | 10,940 | 434 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WARNER FINANCIAL, INC | History | No change | 10,451 | 414 | 0.12% | 0.12% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,817 | 389 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Advisors | History | No change | 9,785 | 388 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 9,752 | 386 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,604 | 381 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 9,508 | 377 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 9,444 | 374 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,200 | 372 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 9,311 | 369 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,228 | 366 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 9,183 | 364 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IVC Wealth Advisors LLC | History | No change | 9,150 | 363 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 9,125 | 363 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastwise Capital Group, LLC | History | No change | 9,099 | 361 | 0.21% | 0.21% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 9,041 | 358 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 8,980 | 356 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,900 | 353 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BXM Wealth LLC | History | No change | 8,881 | 352 | 0.19% | 0.19% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,850 | 351 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 8,735 | 346 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 8,422 | 334 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 8,381 | 332 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Visionary Wealth Advisors | History | No change | 8,368 | 332 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 8,337 | 330 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,259 | 327 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REDW Wealth LLC | History | No change | 8,251 | 327 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 8,223 | 326 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First County Bank /CT/ | History | No change | 8,060 | 319 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 8,039 | 318 | 0.23% | 0.23% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,990 | 317 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,994 | 317 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,983 | 316 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Berger Financial Group, Inc | History | No change | 7,893 | 313 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,483 | 303 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 7,446 | 295 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,447 | 295 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 7,431 | 294 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 7,202 | 285 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |