SCHWAB STRATEGIC TRUST - SCHB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthfront Advisers LLC | History | No change | 51,435,009 | 1,489,557 | 2.86% | 2.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 48,933,766 | 1,417,121 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 15,292,144 | 442,860 | 0.75% | 0.75% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 14,738,453 | 426,825 | 22.37% | 22.37% | 4 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCS Capital Management LLC | History | No change | 11,934,362 | 345,619 | 3.26% | 3.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,427,853 | 330,950 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 9,295,333 | 269,192 | 0.26% | 0.26% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strid Group, LLC | History | No change | 8,576,683 | 248,372 | 27.57% | 27.57% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evensky & Katz LLC | History | No change | 7,987,057 | 231,305 | 11.95% | 11.95% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 7,640,636 | 221,272 | 17.17% | 17.17% | 10 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hanson & Doremus Investment Management | History | No change | 7,035,343 | 203,744 | 20.73% | 20.73% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 6,571,056 | 190,297 | 1.07% | 1.07% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evergreen Advisors, LLC | History | No change | 6,300,530 | 182,463 | 38.94% | 38.94% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,148,772 | 178,068 | 2.97% | 2.97% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HT Partners LLC | History | No change | 6,067,895 | 175,726 | 48.66% | 48.66% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 5,943,212 | 160,733 | 0.47% | 0.47% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TruNorth Capital Management, LLC | History | No change | 5,449,167 | 157,807 | 25.35% | 25.35% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,258,356 | 152,282 | 15.29% | 15.29% | 18 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AlphaCore Capital LLC | History | No change | 5,233,490 | 151,561 | 2.79% | 2.79% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 4,683,545 | 135,635 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | No change | 4,443,846 | 128,693 | 5.56% | 5.56% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 4,261,509 | 123,413 | 27.98% | 27.98% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compass Financial Group, INC/SD | History | No change | 3,894,102 | 112,773 | 12.94% | 12.94% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,654,324 | 105,829 | 0.16% | 0.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 3,529,934 | 102,226 | 0.59% | 0.59% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,458,745 | 100,165 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 3,381,852 | 97,938 | 17.41% | 17.41% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | No change | 3,300,545 | 95,583 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 3,253,122 | 94,210 | 1.15% | 1.15% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,151,706 | 93,731 | 1.78% | 1.78% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 3,087,207 | 89,405 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,985,117 | 86,448 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,970,765 | 84,191 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,882,036 | 83,465 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 2,772,864 | 80,302 | 3.16% | 3.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 2,739,361 | 79,331 | 7.28% | 7.28% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 2,718,247 | 78,720 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 2,708,469 | 78,437 | 2.58% | 2.58% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 2,665,380 | 77,189 | 11.96% | 11.96% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Circle Wealth Management, LLC | History | No change | 2,635,156 | 76,314 | 0.96% | 0.96% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 2,592,207 | 75,070 | 11.95% | 11.95% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MYECFO, LLC | History | No change | 2,577,055 | 74,632 | 28.17% | 28.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,536,461 | 73,455 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 2,529,349 | 73,249 | 1.41% | 1.41% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 2,527,684 | 73,201 | 0.96% | 0.96% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,487,708 | 72,044 | 4.85% | 4.85% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,500,208 | 70,612 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,424,447 | 70,211 | 4.54% | 4.54% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,390,687 | 69,234 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,383,777 | 69,034 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,326,085 | 67,363 | 4.73% | 4.73% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,325,278 | 67,340 | 0.46% | 0.46% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunburst Financial Group, LLC | History | No change | 2,266,615 | 65,641 | 10.63% | 10.63% | 53 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,198,557 | 63,670 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Caprock Group, LLC | History | No change | 2,086,029 | 60,411 | 1.16% | 1.16% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WBH ADVISORY INC | History | No change | 2,072,831 | 60,029 | 4.03% | 4.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,809,502 | 52,403 | 0.22% | 0.22% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Management Associates, Inc | History | No change | 1,789,502 | 51,823 | 10.42% | 10.42% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ethos Financial Group, LLC | History | No change | 1,795,643 | 50,678 | 3.39% | 3.39% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 1,748,838 | 50,646 | 9.02% | 9.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roundview Capital LLC | History | No change | 1,744,303 | 50,515 | 2.76% | 2.76% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,718,888 | 49,779 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 1,654,810 | 47,923 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,647,692 | 47,717 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 1,641,481 | 47,537 | 17.33% | 17.33% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,597,218 | 46,255 | 12.37% | 12.37% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,592,627 | 46,122 | 0.55% | 0.55% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,577,486 | 45,684 | 3.89% | 3.89% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Appalachian Capital Management Ltd | History | No change | 1,577,489 | 45,684 | 33.14% | 33.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 1,522,245 | 44,084 | 17.55% | 17.55% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,445,601 | 41,864 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,383,449 | 40,064 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,267,030 | 36,693 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 1,253,734 | 36,308 | 2.01% | 2.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Facet Wealth, Inc. | History | No change | 1,243,309 | 36,006 | 0.52% | 0.52% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 1,226,246 | 35,512 | 9.24% | 9.24% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | No change | 1,210,918 | 35,068 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| John Boyer, Inc. | History | No change | 1,194,348 | 34,583 | 29.98% | 29.98% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,187,558 | 34,391 | 2.76% | 2.76% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Members Advisory Group LLC | History | No change | 1,179,830 | 34,167 | 9.54% | 9.54% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,163,565 | 33,696 | 0.45% | 0.45% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pegasus Asset Management, Inc. | History | No change | 1,161,813 | 33,646 | 9.59% | 9.59% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,161,767 | 33,644 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WT Wealth Management | History | No change | 1,161,589 | 33,639 | 9.32% | 9.32% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,160,559 | 33,609 | 10.09% | 10.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GSG Advisors LLC | History | No change | 1,106,784 | 32,052 | 7.05% | 7.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,104,883 | 31,997 | 2.15% | 2.15% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,107,295 | 31,812 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,109,222 | 31,668 | 0.63% | 0.63% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 1,072,620 | 31,063 | 18.61% | 18.61% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Truepoint, Inc. | History | No change | 1,069,662 | 30,977 | 0.65% | 0.65% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,068,109 | 30,932 | 0.79% | 0.79% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,052,859 | 30,490 | 9.61% | 9.61% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Advisors LLC | History | No change | 1,021,776 | 29,590 | 6.47% | 6.47% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dodds Wealth, LLC | History | No change | 1,020,508 | 29,553 | 6.65% | 6.65% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,004,233 | 29,082 | 1.69% | 1.69% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 1,001,507 | 29,003 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 969,875 | 28,087 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wynn Capital, LLC | History | No change | 963,366 | 27,899 | 12.46% | 12.46% | 99 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stonekeep Investments, LLC | History | No change | 945,015 | 27,368 | 15.93% | 15.93% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 937,426 | 27,147 | 3.29% | 3.29% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 934,634 | 27,066 | 3.01% | 3.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walker Financial Services, Inc. | History | No change | 928,968 | 26,902 | 8.32% | 8.32% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 926,210 | 26,823 | 18.08% | 18.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Downshift Financial, LLC | History | No change | 908,685 | 26,315 | 11.82% | 11.82% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 906,333 | 26,247 | 2.33% | 2.33% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Schaeffer Financial LLC | History | No change | 904,868 | 26,204 | 20.26% | 20.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,033,925 | 25,951 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 886,785 | 25,681 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 868,195 | 25,142 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 861,398 | 24,946 | 0.66% | 0.66% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Breakwater Investment Management | History | No change | 856,304 | 24,798 | 8.44% | 8.44% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 853,104 | 24,705 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 852,429 | 24,686 | 1.54% | 1.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Davis Capital Management | History | No change | 850,490 | 24,630 | 14.58% | 14.58% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 845,594 | 24,488 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 841,398 | 24,366 | 12.72% | 12.72% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 836,559 | 24,226 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 837,415 | 24,192 | 7.8% | 7.8% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Wealth Management, LLC | History | No change | 810,599 | 23,474 | 11.95% | 11.95% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 787,134 | 22,795 | 1.39% | 1.39% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 778,677 | 22,566 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 765,430 | 22,166 | 1.94% | 1.94% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 764,875 | 22,150 | 15.75% | 15.75% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Socha Financial Group, LLC | History | No change | 764,054 | 22,127 | 9.0% | 9.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 731,565 | 21,186 | 1.31% | 1.31% | 126 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 729,719 | 21,132 | 0.18% | 0.18% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 723,260 | 20,945 | 0.26% | 0.26% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 717,535 | 20,779 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 715,207 | 20,736 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 710,192 | 20,567 | 0.64% | 0.64% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| James J. Burns & Company, LLC | History | No change | 704,165 | 20,392 | 2.21% | 2.21% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBRA WEALTH LLC | History | No change | 694,982 | 20,126 | 5.14% | 5.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 688,683 | 19,969 | 8.58% | 8.58% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 676,313 | 19,586 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fairlight Advisors | History | No change | 675,111 | 19,551 | 15.94% | 15.94% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 670,509 | 19,417 | 0.51% | 0.51% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 665,320 | 19,268 | 2.08% | 2.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zhang Financial LLC | History | No change | 660,423 | 19,125 | 0.56% | 0.56% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NICOLET BANKSHARES INC | History | No change | 650,210 | 18,830 | 0.6% | 0.6% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 619,998 | 17,996 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 616,432 | 17,851 | 4.4% | 4.4% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Liberty Capital Management, Inc. | History | No change | 608,084 | 17,610 | 3.03% | 3.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 604,784 | 17,515 | 3.31% | 3.31% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 601,558 | 17,421 | 0.31% | 0.31% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Madden Advisory Services, Inc. | History | No change | 595,799 | 17,254 | 6.19% | 6.19% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 595,154 | 17,235 | 6.85% | 6.85% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brooklyn FI, LLC | History | No change | 575,667 | 16,631 | 3.04% | 3.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 562,821 | 16,299 | 1.41% | 1.41% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elgethun Capital Management | History | No change | 562,608 | 16,293 | 2.27% | 2.27% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 558,980 | 16,188 | 2.02% | 2.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Advisory Group LLC | History | No change | 558,238 | 16,166 | 3.84% | 3.84% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashford Advisors, LLC | History | No change | 557,350 | 16,140 | 3.33% | 3.33% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 554,469 | 16,057 | 2.61% | 2.61% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 546,276 | 15,820 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | No change | 540,035 | 15,758 | 0.43% | 0.43% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 541,958 | 15,695 | 3.9% | 3.9% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 537,166 | 15,556 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 536,856 | 15,547 | 3.36% | 3.36% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 534,573 | 15,481 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 534,501 | 15,479 | 0.19% | 0.19% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TPG Advisors LLC | History | No change | 532,995 | 15,435 | 8.47% | 8.47% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HORAN Wealth, LLC | History | No change | 527,998 | 15,290 | 1.91% | 1.91% | 163 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 526,748 | 15,254 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 521,927 | 15,115 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rothschild Wealth LLC | History | No change | 521,418 | 15,100 | 1.21% | 1.21% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SigFig Wealth Management, LLC | History | No change | 523,931 | 15,052 | 0.4% | 0.4% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 516,662 | 14,962 | 2.4% | 2.4% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| True North Advisors, LLC | History | No change | 511,653 | 14,817 | 1.42% | 1.42% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 505,130 | 14,628 | 0.53% | 0.53% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Weinberger Asset Management, Inc | History | No change | 495,593 | 14,297 | 4.58% | 4.58% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peak Financial Management, Inc. | History | No change | 492,683 | 14,268 | 3.28% | 3.28% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 487,660 | 14,122 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 482,534 | 13,974 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 526,727 | 13,816 | 4.32% | 4.32% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 473,585 | 13,715 | 5.64% | 5.64% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 471,477 | 13,653 | 0.42% | 0.42% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 470,345 | 13,621 | 2.89% | 2.89% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wrenne Financial Planning LLC | History | No change | 462,970 | 13,407 | 4.53% | 4.53% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waldron Private Wealth LLC | History | No change | 450,000 | 13,032 | 0.45% | 0.45% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empower Advisory Group, LLC | History | No change | 448,366 | 12,984 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 445,679 | 12,906 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestwell Advisors, LLC | History | No change | 444,927 | 12,885 | 3.08% | 3.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 442,453 | 12,813 | 3.4% | 3.4% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Trail Advisors, LLC | History | No change | 431,410 | 12,493 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 427,912 | 12,391 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 427,052 | 12,367 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 416,101 | 12,195 | 3.87% | 3.9% | 188 | -3,840 | -0.91% | Q3 2026 | Oct 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 420,625 | 12,181 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Management Group | History | No change | 414,502 | 12,003 | 2.34% | 2.34% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 414,502 | 12,003 | 1.67% | 1.67% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperitas Financial LLC | History | No change | 408,888 | 11,841 | 3.79% | 3.79% | 192 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Five Oceans Advisors | History | No change | 408,313 | 11,824 | 3.8% | 3.8% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apriem Advisors | History | No change | 404,758 | 11,721 | 1.01% | 1.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 401,983 | 11,641 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 400,094 | 11,586 | 0.74% | 0.74% | 196 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 397,114 | 11,500 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 395,065 | 11,440 | 0.18% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 392,740 | 11,373 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SRH ADVISORS, LLC | History | No change | 392,383 | 11,363 | 2.9% | 2.9% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 386,906 | 11,204 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 379,866 | 11,000 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 376,746 | 10,910 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | History | No change | 370,377 | 10,726 | 1.36% | 1.36% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 369,042 | 10,687 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 366,009 | 10,599 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 365,554 | 10,586 | 1.66% | 1.66% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Phillip James Consulting Co. | History | No change | 357,939 | 10,365 | 6.93% | 6.93% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 352,641 | 10,212 | 3.07% | 3.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 338,628 | 9,806 | 2.42% | 2.42% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brightwater Advisory LLC | History | No change | 332,338 | 9,624 | 6.08% | 6.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 327,667 | 9,489 | 4.75% | 4.75% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 324,549 | 9,398 | 2.42% | 2.42% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 322,788 | 9,347 | 3.89% | 3.89% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pathstone Holdings, LLC | History | No change | 319,705 | 9,258 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destination Wealth Management | History | No change | 319,590 | 9,255 | 0.22% | 0.22% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 318,600 | 9,226 | 3.34% | 3.34% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orcam Financial Group | History | No change | 309,050 | 8,950 | 4.37% | 4.37% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | No change | 304,592 | 8,820 | 1.5% | 1.5% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NBZ Investment Advisors LLC | History | No change | 303,344 | 8,784 | 3.42% | 3.42% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 300,491 | 8,702 | 0.71% | 0.71% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 298,651 | 8,648 | 0.79% | 0.79% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CVA Family Office, LLC | History | No change | 297,745 | 8,622 | 0.78% | 0.78% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sharkey, Howes & Javer | History | No change | 294,736 | 8,535 | 1.03% | 1.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 293,988 | 8,513 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 293,201 | 8,491 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 292,779 | 8,478 | 0.2% | 0.2% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIGHTON JONES LLC | History | No change | 292,527 | 8,471 | 0.16% | 0.16% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 292,101 | 8,459 | 0.42% | 0.42% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 291,001 | 8,427 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equita Financial Network, Inc. | History | No change | 289,163 | 8,374 | 2.32% | 2.32% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 287,862 | 8,336 | 0.16% | 0.16% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 282,657 | 8,185 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BALLAST ADVISORS LLC | History | No change | 281,683 | 8,157 | 1.94% | 1.94% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 281,393 | 8,149 | 0.81% | 0.81% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 281,183 | 8,143 | 1.0% | 1.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 280,851 | 8,133 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RCW Management, LLC | History | No change | 279,621 | 8,097 | 7.26% | 7.26% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 277,161 | 8,026 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 275,840 | 7,988 | 0.81% | 0.81% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 313,533 | 7,899 | 7.41% | 7.41% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RHS Financial, LLC | History | No change | 269,632 | 7,808 | 3.15% | 3.15% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 269,334 | 7,799 | 0.61% | 0.61% | 243 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 267,959 | 7,760 | 0.37% | 0.37% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 266,051 | 7,704 | 0.6% | 0.6% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 265,510 | 7,689 | 2.51% | 2.51% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 263,550 | 7,632 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 261,734 | 7,579 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 261,439 | 7,571 | 0.82% | 0.82% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAIRS & POWER INC | History | No change | 261,246 | 7,565 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 258,550 | 7,487 | 0.88% | 0.88% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venture Visionary Partners LLC | History | No change | 255,357 | 7,395 | 0.21% | 0.21% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELCO Management Co., LLC | History | No change | 254,441 | 7,368 | 3.18% | 3.18% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 253,826 | 7,350 | 4.31% | 4.31% | 254 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 253,497 | 7,341 | 0.21% | 0.21% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 287,299 | 7,211 | 0.29% | 0.29% | 256 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Graver Capital Management, LLC | History | No change | 247,399 | 7,164 | 5.1% | 5.1% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 243,133 | 7,041 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 242,581 | 7,025 | 1.63% | 1.63% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 240,370 | 6,959 | 2.07% | 2.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 238,748 | 6,914 | 1.71% | 1.71% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 238,661 | 6,911 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 238,396 | 6,903 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Firestone Capital Management | History | No change | 234,751 | 6,798 | 1.27% | 1.27% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 234,223 | 6,783 | 2.86% | 2.86% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 233,807 | 6,771 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 233,313 | 6,756 | 0.45% | 0.45% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 268,772 | 6,746 | 0.58% | 0.58% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 231,547 | 6,705 | 0.2% | 0.2% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Embree Financial Group | History | No change | 231,052 | 6,691 | 0.67% | 0.67% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Advisory Group, Inc. | History | No change | 229,821 | 6,655 | 2.91% | 2.91% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 227,501 | 6,588 | 1.4% | 1.4% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 225,062 | 6,517 | 1.5% | 1.5% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brio Consultants, LLC | History | No change | 224,925 | 6,513 | 0.76% | 0.76% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 223,497 | 6,472 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 221,881 | 6,425 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 220,998 | 6,400 | 0.14% | 0.14% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 220,987 | 6,399 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Diversified Portfolios, Inc. | History | No change | 220,347 | 6,381 | 0.46% | 0.46% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bawa N Mallick Trust | History | No change | 218,107 | 6,316 | 2.04% | 2.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 217,367 | 6,294 | 0.4% | 0.4% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 217,173 | 6,289 | 0.23% | 0.23% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Successful Portfolios LLC | History | No change | 208,190 | 6,072 | 2.84% | 2.84% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 209,667 | 6,071 | 0.19% | 0.19% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MBA Advisors LLC | History | No change | 208,878 | 6,049 | 2.04% | 2.04% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cordant, Inc. | History | No change | 208,621 | 6,041 | 2.18% | 2.18% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 207,508 | 6,009 | 0.67% | 0.67% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Freedom Investing, LLC | History | No change | 237,535 | 5,962 | 0.47% | 0.47% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 204,818 | 5,958 | 0.75% | 0.75% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 205,124 | 5,940 | 0.58% | 0.58% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blueprint Investment Partners LLC | History | No change | 201,288 | 5,829 | 0.49% | 0.49% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 228,179 | 5,727 | 3.79% | 3.79% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspiring Ventures, LLC | History | No change | 196,461 | 5,689 | 1.38% | 1.38% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 196,471 | 5,689 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Unify Financial Advisors | History | No change | 195,230 | 5,653 | 5.22% | 5.22% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 194,384 | 5,629 | 0.22% | 0.22% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NYL Investors LLC | History | No change | 193,871 | 5,614 | 2.15% | 2.15% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chesapeake Wealth Management | History | No change | 192,369 | 5,571 | 1.56% | 1.56% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 192,268 | 5,568 | 3.52% | 3.52% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 188,731 | 5,465 | 0.86% | 0.86% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |