SCHWAB STRATEGIC TRUST - FNDF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 143,031,375 | 6,998,525 | 1.07% | 1.03% | 1 | -3,452,563 | -2.36% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,592,927 | 707,689 | 1.44% | 1.16% | 2 | -3,865,821 | -20.94% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 9,245,351 | 452,375 | 2.94% | 2.65% | 3 | +84,371 | 0.92% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,329,856 | 407,579 | 0.03% | 0.03% | 4 | +229,730 | 2.84% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,879,535 | 336,615 | 0.02% | 0.02% | 5 | -1,771,171 | -20.47% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,120,157 | 299,459 | 0.18% | 0.17% | 6 | +87,162 | 1.44% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,917,776 | 289,556 | 0.05% | 0.05% | 7 | -65,695 | -1.1% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,043,914 | 197,844 | 0.35% | 0.29% | 8 | +644,592 | 18.96% | Q1 2026 | May 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,640,000 | 174,738 | 3.66% | 3.46% | 9 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,116,513 | 152,482 | 0.04% | 0.03% | 10 | +519,983 | 20.03% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 2,908,890 | 148,237 | 22.0% | 20.56% | 11 | +264,318 | 9.99% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,914,968 | 142,629 | 0.09% | 0.08% | 12 | -327,720 | -10.11% | Q1 2026 | May 15, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 2,725,199 | 133,344 | 15.3% | 13.08% | 13 | +263,894 | 10.72% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,674,647 | 130,870 | 0.03% | 0.03% | 14 | +192,961 | 7.78% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,583,725 | 126,421 | 0.03% | 0.03% | 15 | +382,046 | 17.35% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 2,442,949 | 119,534 | 6.17% | 6.01% | 16 | -48,610 | -1.95% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,097,119 | 102,612 | 0.15% | 0.01% | 17 | +1,882,305 | 876.25% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,729,437 | 84,621 | 0.0% | 0.0% | 18 | -119,450 | -6.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,643,572 | 80,419 | 0.09% | 0.08% | 19 | +58,995 | 3.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,583,101 | 77,461 | 0.01% | 0.01% | 20 | +169,106 | 11.96% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Added to | 1,511,055 | 73,935 | 3.98% | 2.64% | 21 | +166,771 | 12.41% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,492,540 | 73,029 | 1.73% | 1.62% | 22 | -109,505 | -6.84% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,381,502 | 67,597 | 0.07% | 0.06% | 23 | +133,109 | 10.66% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 1,351,127 | 66,110 | 6.96% | 6.21% | 24 | +156,081 | 13.06% | Q1 2026 | Apr 29, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 1,180,899 | 57,781 | 15.84% | 15.61% | 25 | -60,127 | -4.84% | Q1 2026 | Apr 28, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,177,789 | 57,629 | 0.27% | 0.3% | 26 | +46,570 | 4.12% | Q1 2026 | May 08, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,140,191 | 55,789 | 5.38% | 4.49% | 27 | +72,051 | 6.75% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Reduced | 1,138,725 | 55,717 | 5.22% | 4.87% | 28 | -10,766 | -0.94% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,115,777 | 54,595 | 0.02% | 0.01% | 29 | +193,244 | 20.95% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Added to | 1,105,584 | 54,096 | 7.07% | 6.73% | 30 | +1,630 | 0.15% | Q1 2026 | Apr 10, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 1,073,617 | 52,532 | 4.7% | — | 31 | +1,073,617 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,071,013 | 52,404 | 0.45% | 0.42% | 32 | -183,390 | -14.62% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Added to | 1,066,749 | 52,196 | 3.81% | 3.43% | 33 | +3,322 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 1,051,665 | 51,457 | 6.91% | 6.61% | 34 | -21,239 | -1.98% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,040,452 | 50,909 | 0.24% | 0.22% | 35 | +10,107 | 0.98% | Q1 2026 | Apr 24, 2026 |
| Charles Schwab Trust Co | History | Reduced | 1,029,589 | 50,377 | 3.27% | 3.11% | 36 | -15,981 | -1.53% | Q1 2026 | Apr 10, 2026 |
| Verde Capital Management | History | Added to | 992,254 | 48,551 | 10.38% | 9.46% | 37 | +11,239 | 1.15% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 1,057,708 | 47,818 | 4.29% | 4.29% | 38 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 962,137 | 47,087 | 0.07% | 0.09% | 39 | -375,767 | -28.09% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 945,862 | 46,281 | 0.05% | 0.05% | 40 | +43,275 | 4.79% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 912,654 | 44,672 | 0.05% | 0.03% | 41 | +391,528 | 75.13% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 902,933 | 44,180 | 8.69% | 8.57% | 42 | +6,001 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 875,644 | 42,845 | 5.31% | 4.77% | 43 | +24,272 | 2.85% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 813,465 | 39,802 | 0.1% | 0.1% | 44 | +31,216 | 3.99% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 799,398 | 39,114 | 8.62% | 7.99% | 45 | +5,661 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Unison Advisors LLC | History | Added to | 788,242 | 38,568 | 2.93% | 3.09% | 46 | +6,728 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 776,400 | 37,989 | 1.36% | 1.03% | 47 | +119,262 | 18.15% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 773,051 | 37,825 | 0.1% | 0.1% | 48 | -50,252 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 769,625 | 37,657 | 1.42% | 1.27% | 49 | -84,468 | -9.89% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 759,867 | 37,180 | 5.3% | 5.24% | 50 | -48,620 | -6.01% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 767,887 | 36,497 | 0.0% | 0.0% | 51 | +135,255 | 21.38% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 734,098 | 35,919 | 1.47% | 1.32% | 52 | +32,330 | 4.61% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 725,123 | 35,480 | 1.12% | 1.04% | 53 | +11,626 | 1.63% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 724,407 | 35,445 | 0.01% | 0.0% | 54 | +84,788 | 13.26% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 713,937 | 34,932 | 5.74% | 5.27% | 55 | -553 | -0.08% | Q1 2026 | Apr 28, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 653,504 | 31,975 | 6.3% | 5.84% | 56 | +16,109 | 2.53% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 644,359 | 31,528 | 4.93% | 4.9% | 57 | -40,996 | -5.98% | Q1 2026 | Apr 17, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 640,326 | 31,331 | 1.65% | 1.86% | 58 | -106,374 | -14.25% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 623,669 | 30,516 | 0.71% | 0.7% | 59 | -7,553 | -1.2% | Q1 2026 | May 04, 2026 |
| Solitude Financial Services | History | Reduced | 570,283 | 29,352 | 8.68% | 8.59% | 60 | -6,021 | -1.04% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 599,335 | 29,325 | 0.17% | 0.14% | 61 | +66,687 | 12.52% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 583,727 | 28,561 | 0.02% | 0.02% | 62 | +89,420 | 18.09% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 580,582 | 28,407 | 0.88% | 0.87% | 63 | -30,156 | -4.94% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 576,513 | 28,208 | 0.04% | 0.03% | 64 | +9,614 | 1.7% | Q1 2026 | Apr 27, 2026 |
| Prairiewood Capital, LLC | History | Added to | 561,451 | 27,471 | 7.94% | 7.71% | 65 | +12,015 | 2.19% | Q1 2026 | Apr 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 554,239 | 27,118 | 9.2% | 8.59% | 66 | +5,948 | 1.08% | Q1 2026 | May 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 553,828 | 27,098 | 3.12% | 2.65% | 67 | +23,139 | 4.36% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Added to | 539,122 | 26,379 | 4.46% | 3.44% | 68 | +145,600 | 37.0% | Q1 2026 | May 08, 2026 |
| Opus Capital Group, LLC | History | Reduced | 509,963 | 24,952 | 2.68% | 2.65% | 69 | -30,806 | -5.7% | Q1 2026 | Apr 30, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 505,861 | 24,751 | 5.72% | 5.89% | 70 | +49,726 | 10.9% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 492,801 | 24,112 | 1.72% | 1.58% | 71 | +5,874 | 1.21% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 482,871 | 23,626 | 0.13% | 0.12% | 72 | -3,945 | -0.81% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 482,179 | 23,592 | 0.43% | 0.41% | 73 | +9,524 | 2.02% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 474,735 | 23,228 | 0.11% | 0.12% | 74 | -4,262 | -0.89% | Q1 2026 | May 04, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 463,396 | 22,673 | 6.13% | 6.22% | 75 | +37,310 | 8.76% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | Reduced | 456,225 | 22,318 | 9.29% | 8.78% | 76 | -1,377 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 436,651 | 21,365 | 4.37% | 4.12% | 77 | +3,076 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 452,251 | 20,446 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 414,982 | 20,305 | 2.29% | 2.07% | 79 | +23,515 | 6.01% | Q1 2026 | Apr 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 413,737 | 20,244 | 7.84% | 7.14% | 80 | +86,301 | 26.36% | Q1 2026 | Apr 22, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 411,801 | 20,149 | 9.82% | 8.31% | 81 | +36,311 | 9.67% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 390,393 | 19,807 | 0.03% | 0.01% | 82 | +279,964 | 253.52% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 401,882 | 19,663 | 0.04% | 0.02% | 83 | +110,009 | 37.69% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 398,760 | 19,511 | 0.49% | 0.41% | 84 | +53,641 | 15.54% | Q1 2026 | Apr 07, 2026 |
| Verum Partners LLC | History | Added to | 398,220 | 19,484 | 3.7% | 3.54% | 85 | +9,282 | 2.39% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 389,963 | 19,080 | 3.44% | 3.26% | 86 | -4,879 | -1.24% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 389,889 | 19,077 | 0.38% | 0.24% | 87 | +113,597 | 41.11% | Q1 2026 | Apr 17, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 385,828 | 18,878 | 3.73% | 3.64% | 88 | +1,835 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 383,937 | 18,786 | 15.26% | 14.64% | 89 | -1,674 | -0.43% | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | Reduced | 370,177 | 18,112 | 1.51% | 1.53% | 90 | -16,145 | -4.18% | Q1 2026 | Apr 22, 2026 |
| Penserra Capital Management LLC | History | New | 362,054 | 17,715 | 0.21% | — | 91 | +362,054 | New | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 345,577 | 16,909 | 0.19% | 0.18% | 92 | +48,917 | 16.49% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 343,105 | 16,786 | 0.08% | 0.05% | 93 | +114,612 | 50.16% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 342,266 | 16,747 | 1.93% | 1.71% | 94 | +20,140 | 6.25% | Q1 2026 | Apr 17, 2026 |
| Certified Advisory Corp | History | Reduced | 336,079 | 16,444 | 1.47% | 1.5% | 95 | -29,257 | -8.01% | Q1 2026 | Apr 17, 2026 |
| JHP Wealth Management, LLC | History | Added to | 324,274 | 15,866 | 15.17% | 13.34% | 96 | +19,458 | 6.38% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 307,522 | 15,047 | 0.03% | 0.02% | 97 | +95,074 | 44.75% | Q1 2026 | May 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 299,490 | 14,654 | 3.84% | 2.84% | 98 | +66,393 | 28.48% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 295,827 | 14,474 | 0.04% | 0.04% | 99 | -59,627 | -16.77% | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 290,873 | 14,231 | 1.54% | 1.41% | 100 | +6,541 | 2.3% | Q1 2026 | May 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 284,226 | 13,907 | 2.56% | 2.3% | 101 | +4,980 | 1.78% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 281,416 | 13,769 | 1.77% | 1.94% | 102 | -44,508 | -13.66% | Q1 2026 | Apr 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 280,867 | 13,742 | 2.23% | 1.97% | 103 | +18,538 | 7.07% | Q1 2026 | Apr 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 279,631 | 13,682 | 2.58% | 2.14% | 104 | -659 | -0.24% | Q1 2026 | May 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 276,562 | 13,532 | 3.87% | 3.29% | 105 | +10,322 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | New | 269,908 | 13,206 | 5.94% | — | 106 | +269,908 | New | Q1 2026 | Apr 29, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 269,769 | 13,199 | 2.97% | 2.74% | 107 | +5,228 | 1.98% | Q1 2026 | Apr 02, 2026 |
| ASPIRIANT, LLC | History | Added to | 267,783 | 13,102 | 0.37% | 0.33% | 108 | +10,380 | 4.03% | Q1 2026 | May 12, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 262,905 | 12,863 | 6.34% | 4.81% | 109 | +57,371 | 27.91% | Q1 2026 | Apr 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 257,900 | 12,619 | 6.57% | 6.36% | 110 | +1,187 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 247,840 | 12,126 | 0.02% | 0.02% | 111 | +8,169 | 3.41% | Q1 2026 | May 14, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 246,557 | 12,064 | 3.68% | 3.55% | 112 | +5,947 | 2.47% | Q1 2026 | Apr 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 244,129 | 11,945 | 0.77% | 0.71% | 113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 242,839 | 11,882 | 2.14% | — | 114 | +242,839 | New | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 241,299 | 11,806 | 1.47% | 1.45% | 115 | +7,009 | 2.99% | Q1 2026 | Apr 21, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 235,980 | 11,546 | 7.72% | 7.57% | 116 | -22,296 | -8.63% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 233,218 | 11,411 | 0.06% | 0.03% | 117 | +24,959 | 11.98% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 229,178 | 11,213 | 0.16% | 0.13% | 118 | +42,596 | 22.83% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 223,450 | 10,933 | 7.15% | 7.04% | 119 | -6,688 | -2.91% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 222,204 | 10,872 | 2.3% | 2.22% | 120 | -10,277 | -4.42% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 219,779 | 10,753 | 0.02% | 0.01% | 121 | +86,111 | 64.42% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 217,309 | 10,632 | 5.02% | 4.84% | 122 | -12,733 | -5.54% | Q1 2026 | Apr 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 216,248 | 10,581 | 3.75% | 1.71% | 123 | +112,476 | 108.39% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 214,845 | 10,574 | 0.33% | 0.09% | 124 | +126,903 | 144.3% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 214,823 | 10,511 | 0.13% | 0.12% | 125 | +23,791 | 12.45% | Q1 2026 | Apr 23, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 214,000 | 10,471 | 0.25% | — | 126 | +214,000 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 213,315 | 10,437 | 0.01% | — | 127 | +213,315 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 223,694 | 10,113 | 0.65% | 0.65% | 128 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 211,840 | 10,048 | 0.0% | 0.0% | 129 | +66,506 | 45.76% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 204,777 | 10,020 | 0.13% | 0.11% | 130 | +6,156 | 3.1% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 204,727 | 10,017 | 1.0% | 0.93% | 131 | -2,403 | -1.16% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 204,584 | 10,010 | 0.13% | 0.14% | 132 | -881 | -0.43% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 203,770 | 9,970 | 4.17% | 3.04% | 133 | +61,711 | 43.44% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 203,633 | 9,963 | 0.02% | 0.02% | 134 | -12,360 | -5.72% | Q1 2026 | May 06, 2026 |
| Lee Financial Co | History | Added to | 203,513 | 9,957 | 1.4% | 1.22% | 135 | +3,228 | 1.61% | Q1 2026 | Apr 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 202,410 | 9,903 | 1.76% | 1.68% | 136 | +1,296 | 0.64% | Q1 2026 | Apr 22, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 200,000 | 9,786 | 0.06% | — | 137 | +200,000 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 198,892 | 9,731 | 0.56% | 1.12% | 138 | -246,467 | -55.34% | Q1 2026 | Apr 20, 2026 |
| Journey Advisory Group, LLC | History | Added to | 197,258 | 9,651 | 0.82% | 0.62% | 139 | +34,053 | 20.87% | Q1 2026 | May 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 192,672 | 9,427 | 0.9% | 0.86% | 140 | -3,589 | -1.83% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 191,340 | 9,362 | 0.76% | 0.66% | 141 | -1,021 | -0.53% | Q1 2026 | Apr 06, 2026 |
| Towne Trust Company, N.A | History | Added to | 190,489 | 9,320 | 2.99% | 2.59% | 142 | +7,035 | 3.83% | Q1 2026 | Apr 22, 2026 |
| RHS Financial, LLC | History | Added to | 188,974 | 9,246 | 4.38% | 3.59% | 143 | +26,168 | 16.07% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 182,750 | 8,941 | 0.15% | 0.16% | 144 | -15,062 | -7.61% | Q1 2026 | May 04, 2026 |
| Sound Stewardship, LLC | History | Reduced | 181,199 | 8,866 | 4.06% | 4.06% | 145 | -6,249 | -3.33% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 180,998 | 8,856 | 0.11% | 0.09% | 146 | +12,540 | 7.44% | Q1 2026 | Apr 20, 2026 |
| Firestone Capital Management | History | Added to | 180,045 | 8,809 | 1.83% | 1.68% | 147 | +4,758 | 2.71% | Q1 2026 | May 08, 2026 |
| William Mack & Associates, Inc. | History | Added to | 178,654 | 8,741 | 5.0% | 3.77% | 148 | +1,658 | 0.94% | Q1 2026 | Apr 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 174,963 | 8,560 | 1.75% | 1.49% | 149 | +10,849 | 6.61% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 172,771 | 8,453 | 0.01% | 0.01% | 150 | +33,576 | 24.12% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,631 | 8,446 | 0.0% | 0.0% | 151 | +40,957 | 31.1% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 166,588 | 8,431 | 0.15% | 0.37% | 152 | -1,581 | -0.94% | Q1 2026 | May 01, 2026 |
| Williams Financial, LLC | History | Reduced | 169,098 | 8,273 | 4.82% | 4.51% | 153 | -3,288 | -1.91% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 159,787 | 7,818 | 0.16% | 0.17% | 154 | -6,325 | -3.81% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 159,110 | 7,785 | 0.04% | 0.03% | 155 | +41,502 | 35.29% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 156,896 | 7,676 | 0.18% | 0.05% | 156 | +109,300 | 229.64% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,097 | 7,637 | 0.03% | 0.02% | 157 | +29,772 | 23.57% | Q1 2026 | Apr 30, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 155,349 | 7,601 | 3.0% | 2.62% | 158 | -76,526 | -33.0% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 149,648 | 7,322 | 0.4% | 0.31% | 159 | +63,059 | 72.83% | Q1 2026 | May 11, 2026 |
| Northland Capital Management LLC | History | Reduced | 148,983 | 7,289 | 3.99% | 4.42% | 160 | -25,602 | -14.66% | Q1 2026 | Apr 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 148,429 | 7,262 | 0.63% | 0.57% | 161 | -367 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 159,961 | 7,233 | 0.05% | 0.05% | 162 | +2,577 | 1.64% | Q1 2026 | May 15, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 143,230 | 7,008 | 2.96% | 3.0% | 163 | -13,953 | -8.88% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 141,335 | 6,915 | 0.07% | 0.07% | 164 | -918 | -0.65% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 140,190 | 6,859 | 0.3% | 0.28% | 165 | +5,257 | 3.9% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 139,236 | 6,812 | 4.39% | 3.98% | 166 | +7,289 | 5.52% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 139,168 | 6,758 | 1.88% | 1.91% | 167 | -3,616 | -2.53% | Q1 2026 | Apr 08, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 138,056 | 6,755 | 3.39% | 0.97% | 168 | +94,395 | 216.2% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 137,663 | 6,735 | 0.04% | 0.04% | 169 | +24,306 | 21.44% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 136,439 | 6,675 | 0.84% | 0.89% | 170 | -6,842 | -4.78% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 134,558 | 6,584 | 0.05% | 0.04% | 171 | +17,249 | 14.7% | Q1 2026 | Apr 07, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 133,987 | 6,555 | 5.26% | 4.14% | 172 | -12,430 | -8.49% | Q1 2026 | Apr 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 133,723 | 6,543 | 3.5% | 2.76% | 173 | +24,451 | 22.38% | Q1 2026 | May 01, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 133,146 | 6,514 | 1.72% | 1.6% | 174 | -5,078 | -3.67% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 133,089 | 6,512 | 0.11% | 0.12% | 175 | -11,315 | -7.84% | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 132,781 | 6,496 | 1.53% | 1.26% | 176 | +17,805 | 15.49% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 128,462 | 6,285 | 0.74% | 0.62% | 177 | +14,864 | 13.08% | Q1 2026 | Apr 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 124,560 | 6,094 | 0.54% | 0.47% | 178 | -465 | -0.37% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Added to | 122,240 | 5,981 | 2.76% | 2.55% | 179 | +1,142 | 0.94% | Q1 2026 | Apr 15, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 121,167 | 5,928 | 6.08% | 5.69% | 180 | -1,010 | -0.83% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 118,955 | 5,820 | 0.01% | 0.01% | 181 | -2,156 | -1.78% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 109,725 | 5,690 | 0.45% | 0.39% | 182 | +13,448 | 13.97% | Q1 2026 | May 01, 2026 |
| Waterfront Wealth Inc. | History | Added to | 115,386 | 5,645 | 1.04% | 0.86% | 183 | +21,472 | 22.86% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 112,680 | 5,513 | 0.03% | 0.03% | 184 | +5,267 | 4.9% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 110,298 | 5,457 | 0.05% | 0.03% | 185 | +39,662 | 56.15% | Q1 2026 | Apr 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 110,066 | 5,385 | 0.14% | 0.15% | 186 | -14,616 | -11.72% | Q1 2026 | May 13, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 108,001 | 5,284 | 4.68% | 4.58% | 187 | -3,142 | -2.83% | Q1 2026 | Apr 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 106,620 | 5,216 | 0.04% | 0.03% | 188 | +28,086 | 35.76% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 102,010 | 4,991 | 4.81% | 4.48% | 189 | +2,121 | 2.12% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 101,302 | 4,956 | 0.04% | 0.04% | 190 | +24 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 101,270 | 4,955 | 4.7% | 4.78% | 191 | -6,110 | -5.69% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 100,113 | 4,898 | 1.0% | 0.64% | 192 | -40,225 | -28.66% | Q1 2026 | Apr 17, 2026 |
| Richard P Slaughter Associates Inc | History | New | 98,674 | 4,828 | 1.04% | — | 193 | +98,674 | New | Q1 2026 | Apr 13, 2026 |
| Oath Planning, LLC | History | Added to | 97,323 | 4,762 | 4.23% | 4.06% | 194 | +6,231 | 6.84% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 96,367 | 4,715 | 0.06% | 0.0% | 195 | +87,856 | 1032.26% | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 96,264 | 4,710 | 1.66% | 1.52% | 196 | +3,704 | 4.0% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 102,718 | 4,643 | 0.22% | 0.22% | 197 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 94,479 | 4,622 | 0.05% | 0.06% | 198 | -17,023 | -15.27% | Q1 2026 | Apr 28, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 92,010 | 4,502 | 0.1% | 0.06% | 199 | +28,893 | 45.78% | Q1 2026 | May 13, 2026 |
| LongView Wealth Management | History | Reduced | 85,648 | 4,430 | 1.11% | 1.63% | 200 | -58,496 | -40.58% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 88,225 | 4,316 | 0.03% | 0.03% | 201 | -2,769 | -3.04% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 94,731 | 4,282 | 0.48% | 0.48% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 86,964 | 4,255 | 4.44% | 3.13% | 203 | +17,172 | 24.6% | Q1 2026 | Apr 16, 2026 |
| NICOLET BANKSHARES INC | History | New | 85,514 | 4,184 | 0.15% | — | 204 | +85,514 | New | Q1 2026 | May 14, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 83,951 | 4,174 | 4.0% | 3.48% | 205 | +3,106 | 3.84% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 85,161 | 4,166 | 1.6% | 1.54% | 206 | -5,676 | -6.25% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 84,885 | 4,153 | 0.03% | 0.03% | 207 | +6,335 | 8.06% | Q1 2026 | May 11, 2026 |
| Brightwater Advisory LLC | History | Added to | 83,985 | 4,109 | 2.72% | 2.41% | 208 | +5,011 | 6.35% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 82,992 | 4,060 | 0.15% | 0.07% | 209 | +38,896 | 88.21% | Q1 2026 | Apr 20, 2026 |
| First Pacific Financial | History | Reduced | 82,825 | 4,052 | 0.52% | 0.49% | 210 | -820 | -0.98% | Q1 2026 | Apr 23, 2026 |
| Mendel Capital Management LLC | History | New | 82,565 | 4,039 | 2.03% | — | 211 | +82,565 | New | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 81,500 | 3,987 | 0.02% | 0.01% | 212 | +6,622 | 8.84% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 81,160 | 3,971 | 0.06% | 0.06% | 213 | -809 | -0.99% | Q1 2026 | May 04, 2026 |
| JB Capital LLC | History | Added to | 80,715 | 3,949 | 0.16% | 0.14% | 214 | +4,380 | 5.74% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 78,141 | 3,823 | 0.04% | 0.04% | 215 | +4,039 | 5.45% | Q1 2026 | May 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 77,840 | 3,808 | 1.23% | 1.18% | 216 | -1,272 | -1.61% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,164 | 3,775 | 0.09% | 0.08% | 217 | +398 | 0.52% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 76,923 | 3,763 | 0.52% | 0.49% | 218 | -3,122 | -3.9% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 76,454 | 3,740 | 0.61% | 0.46% | 219 | +13,654 | 21.74% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 75,579 | 3,698 | 1.24% | 0.85% | 220 | +14,155 | 23.04% | Q1 2026 | May 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 75,068 | 3,673 | 0.29% | 0.26% | 221 | +14,917 | 24.8% | Q1 2026 | Apr 16, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 73,938 | 3,617 | 1.76% | 1.72% | 222 | -2,466 | -3.23% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 72,588 | 3,551 | 0.01% | 0.01% | 223 | -1,995 | -2.67% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 72,226 | 3,534 | 0.4% | 0.33% | 224 | +7,785 | 12.08% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 71,399 | 3,493 | 0.0% | 0.0% | 225 | +68,038 | 2024.34% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | New | 71,385 | 3,492 | 0.75% | — | 226 | +71,385 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 71,055 | 3,476 | 0.03% | 0.02% | 227 | -776 | -1.08% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 70,868 | 3,467 | 0.03% | 0.03% | 228 | -462 | -0.65% | Q1 2026 | Apr 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 69,407 | 3,396 | 0.77% | 0.6% | 229 | +8,302 | 13.59% | Q1 2026 | Apr 10, 2026 |
| Auxano Advisors, LLC | History | Added to | 67,980 | 3,326 | 0.66% | 0.07% | 230 | +60,452 | 803.03% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Reduced | 65,982 | 3,228 | 0.37% | 0.48% | 231 | -16,908 | -20.4% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 65,623 | 3,210 | 0.01% | 0.01% | 232 | +18,269 | 38.58% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 59,729 | 3,182 | 0.06% | 0.07% | 233 | +250 | 0.42% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 62,404 | 3,178 | 1.79% | — | 234 | +62,404 | New | Q1 2026 | May 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 64,826 | 3,171 | 0.15% | 0.1% | 235 | +19,305 | 42.41% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 64,650 | 3,163 | 0.09% | 0.05% | 236 | +21,838 | 51.01% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 62,891 | 3,077 | 0.09% | 0.08% | 237 | -3,159 | -4.78% | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Added to | 62,284 | 3,047 | 0.47% | 0.46% | 238 | +1,265 | 2.07% | Q1 2026 | May 04, 2026 |
| Capital Square, LLC | History | Added to | 59,271 | 3,025 | 1.39% | 1.14% | 239 | +9,880 | 20.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 60,732 | 3,005 | 0.61% | 0.01% | 240 | +60,288 | 13578.38% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 60,685 | 2,969 | 0.17% | 0.13% | 241 | +13,640 | 28.99% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 60,554 | 2,962 | 0.05% | 0.04% | 242 | +11,374 | 23.13% | Q1 2026 | Apr 22, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 64,476 | 2,915 | 1.09% | 0.95% | 243 | +6,725 | 11.64% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 59,134 | 2,893 | 1.85% | 1.42% | 244 | +5,573 | 10.4% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 58,921 | 2,883 | 0.18% | 0.18% | 245 | +431 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 57,232 | 2,800 | 1.45% | 1.74% | 246 | -2,587 | -4.32% | Q1 2026 | Apr 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 57,125 | 2,795 | 0.34% | 0.17% | 247 | +27,675 | 93.97% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,233 | 2,702 | 0.0% | 0.0% | 248 | +18,184 | 49.08% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 55,001 | 2,691 | 0.03% | 0.03% | 249 | -1,171 | -2.08% | Q1 2026 | Apr 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 54,941 | 2,688 | 0.62% | 0.57% | 250 | +31 | 0.06% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 53,706 | 2,627 | 0.1% | — | 251 | +53,706 | New | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 52,624 | 2,610 | 0.28% | 0.39% | 252 | -5,444 | -9.38% | Q1 2026 | Apr 10, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 53,253 | 2,605 | 0.41% | 0.3% | 253 | +8,446 | 18.85% | Q1 2026 | May 05, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 53,190 | 2,602 | 0.3% | 0.28% | 254 | -1,362 | -2.5% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 52,495 | 2,568 | 0.26% | 0.22% | 255 | +4,853 | 10.19% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 52,462 | 2,566 | 0.01% | 0.01% | 256 | +23,904 | 83.7% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Added to | 52,307 | 2,559 | 2.54% | 2.1% | 257 | +4,005 | 8.29% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,235 | 2,555 | 0.05% | 0.04% | 258 | +844 | 1.64% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 51,982 | 2,543 | 0.55% | 0.5% | 259 | -1,270 | -2.38% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 51,987 | 2,543 | 0.16% | 0.15% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 51,759 | 2,532 | 3.12% | 0.31% | 261 | +46,152 | 823.11% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 51,063 | 2,498 | 0.07% | 0.09% | 262 | -8,231 | -13.88% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 50,451 | 2,468 | 1.08% | 0.52% | 263 | +24,167 | 91.95% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 49,830 | 2,438 | 0.0% | 0.0% | 264 | -28,843 | -36.66% | Q1 2026 | May 14, 2026 |
| DAHRING | CUSMANO LLC | History | New | 49,381 | 2,416 | 1.49% | — | 265 | +49,381 | New | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 49,049 | 2,399 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,550 | 2,375 | 0.02% | 0.01% | 267 | +37,525 | 340.36% | Q1 2026 | May 15, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 48,507 | 2,373 | 0.72% | 0.79% | 268 | -2,930 | -5.7% | Q1 2026 | May 05, 2026 |
| Haven Private, LLC | History | Reduced | 48,110 | 2,354 | 1.03% | 1.03% | 269 | -4,185 | -8.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 47,979 | 2,347 | 0.14% | 0.1% | 270 | +2,179 | 4.76% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 47,553 | 2,326 | 1.63% | 1.53% | 271 | +1,399 | 3.03% | Q1 2026 | Apr 13, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 46,977 | 2,298 | 0.18% | 0.29% | 272 | -227,149 | -82.86% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 46,710 | 2,285 | 0.03% | 0.02% | 273 | +22,510 | 93.02% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 46,622 | 2,281 | 0.75% | 1.09% | 274 | -1,505 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 46,021 | 2,252 | 0.0% | 0.0% | 275 | +3,896 | 9.25% | Q1 2026 | May 14, 2026 |
| Family Legacy, Inc. | History | New | 45,959 | 2,248 | 0.68% | — | 276 | +45,959 | New | Q1 2026 | May 12, 2026 |
| Ciovacco Capital Management LLC | History | New | 45,897 | 2,245 | 1.31% | — | 277 | +45,897 | New | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | New | 45,884 | 2,245 | 0.27% | — | 278 | +45,884 | New | Q1 2026 | Apr 30, 2026 |
| Asio Capital, LLC | History | Added to | 45,741 | 2,238 | 0.31% | 0.04% | 279 | +39,015 | 580.06% | Q1 2026 | Apr 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 44,934 | 2,198 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 44,733 | 2,188 | 0.0% | — | 281 | +44,733 | New | Q1 2026 | May 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 44,408 | 2,172 | 1.44% | 1.23% | 282 | +3,984 | 9.86% | Q1 2026 | May 04, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 43,545 | 2,130 | 0.61% | 0.48% | 283 | +4,380 | 11.18% | Q1 2026 | Apr 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 43,123 | 2,109 | 1.42% | 1.33% | 284 | +586 | 1.38% | Q1 2026 | Apr 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 42,979 | 2,102 | 1.57% | 1.11% | 285 | -695 | -1.59% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 42,874 | 2,097 | 0.08% | 0.07% | 286 | +2,610 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Heirloom Wealth Management | History | New | 42,619 | 2,085 | 0.38% | — | 287 | +42,619 | New | Q1 2026 | Apr 14, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 42,288 | 2,069 | 1.82% | 2.14% | 288 | +1,286 | 3.14% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 42,268 | 2,068 | 0.03% | 0.03% | 289 | -4,039 | -8.72% | Q1 2026 | Apr 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 45,634 | 2,063 | 1.31% | 1.31% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,849 | 2,047 | 0.0% | 0.0% | 291 | +4,217 | 11.21% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 41,197 | 2,015 | 0.05% | 0.04% | 292 | +2,485 | 6.42% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 37,964 | 1,988 | 1.16% | 0.61% | 293 | +19,283 | 103.22% | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 40,093 | 1,961 | 1.31% | 1.29% | 294 | -750 | -1.84% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,073 | 1,960 | 0.02% | 0.01% | 295 | +28,571 | 248.4% | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 39,728 | 1,943 | 0.04% | — | 296 | +39,728 | New | Q1 2026 | Apr 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 39,628 | 1,938 | 0.07% | — | 297 | +39,628 | New | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 39,583 | 1,936 | 0.14% | 0.13% | 298 | +406 | 1.04% | Q1 2026 | May 05, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 38,996 | 1,908 | 0.77% | 0.69% | 299 | -2,827 | -6.76% | Q1 2026 | Apr 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 38,615 | 1,889 | 0.53% | 0.51% | 300 | -1,282 | -3.21% | Q1 2026 | May 07, 2026 |