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 | Reduced | 52,556,138 | 1,319,159 | 2.9% | 3.14% | 1 | -1,008,153 | -1.88% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 48,514,355 | 1,217,710 | 0.18% | 0.01% | 2 | +47,100,114 | 3330.42% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 15,717,854 | 394,518 | 0.75% | 0.81% | 3 | -438,408 | -2.71% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 15,082,487 | 378,570 | 21.98% | 22.94% | 4 | +119,276 | 0.8% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | Added to | 11,970,120 | 300,450 | 3.18% | 3.31% | 5 | +60,752 | 0.51% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,836,989 | 297,108 | 0.06% | 0.02% | 6 | +8,883,163 | 300.73% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,967,340 | 225,080 | 0.24% | 0.25% | 7 | +335,543 | 3.89% | Q1 2026 | May 05, 2026 |
| Strid Group, LLC | History | Reduced | 8,648,946 | 217,088 | 26.9% | 28.46% | 8 | -67,872 | -0.78% | Q1 2026 | Apr 29, 2026 |
| Evensky & Katz LLC | History | Reduced | 8,165,499 | 204,954 | 11.66% | 12.25% | 9 | -115,344 | -1.39% | Q1 2026 | Apr 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,722,465 | 193,833 | 16.93% | 17.07% | 10 | -3,782 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 7,041,153 | 176,733 | 20.33% | 22.09% | 11 | +33,281 | 0.47% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,595,221 | 165,540 | 1.07% | 1.13% | 12 | -93,398 | -1.4% | Q1 2026 | Apr 27, 2026 |
| Evergreen Advisors, LLC | History | Added to | 6,280,152 | 157,631 | 37.02% | 39.45% | 13 | +112,717 | 1.83% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,230,006 | 156,373 | 2.97% | 3.07% | 14 | +36,116 | 0.58% | Q1 2026 | May 01, 2026 |
| HT Partners LLC | History | Added to | 6,181,453 | 155,154 | 46.99% | 47.44% | 15 | +98,668 | 1.62% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,353,704 | 134,377 | 3.19% | 3.4% | 16 | -456,774 | -7.86% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 5,210,739 | 130,789 | 25.07% | 25.34% | 17 | +120,310 | 2.36% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 5,146,591 | 129,179 | 14.87% | 15.55% | 18 | +108,943 | 2.16% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 4,996,510 | 125,242 | 0.15% | 0.14% | 19 | +542,197 | 12.17% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,607,337 | 115,644 | 6.23% | 6.57% | 20 | -112,204 | -2.38% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,047,483 | 101,591 | 0.18% | 0.21% | 21 | -189,417 | -4.47% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,017,868 | 100,848 | 26.65% | 27.48% | 22 | +170,427 | 4.43% | Q1 2026 | Apr 20, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 3,869,236 | 97,117 | 13.59% | 13.67% | 23 | +220,594 | 6.05% | Q1 2026 | Apr 29, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,130,458 | 88,967 | 1.76% | 1.9% | 24 | +24,324 | 0.78% | Q1 2026 | May 11, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 3,426,829 | 86,013 | 16.51% | 16.83% | 25 | -5,439 | -0.16% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 3,370,368 | 84,596 | 0.01% | 0.01% | 26 | +153,219 | 4.76% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,257,692 | 81,768 | 1.14% | 1.18% | 27 | +48,399 | 1.51% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 3,197,065 | 80,246 | 0.05% | 0.07% | 28 | -610,580 | -16.04% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,194,228 | 80,175 | 0.01% | 0.01% | 29 | -18,255 | -0.57% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,061,232 | 76,836 | 0.57% | 0.64% | 30 | +41,366 | 1.37% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 2,969,874 | 74,543 | 0.36% | 0.42% | 31 | +170,270 | 6.08% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 2,919,736 | 73,285 | 0.02% | 0.02% | 32 | +55,206 | 1.93% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,881,786 | 72,332 | 0.01% | 0.01% | 33 | +138,430 | 5.05% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,783,258 | 69,859 | 0.12% | 0.1% | 34 | +790,102 | 39.64% | Q1 2026 | May 15, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,762,273 | 69,333 | 6.61% | 6.8% | 35 | -46,963 | -1.67% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,711,077 | 68,048 | 0.11% | 0.1% | 36 | -15,792 | -0.58% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 2,680,611 | 67,283 | 2.92% | 2.83% | 37 | +4,379 | 0.16% | Q1 2026 | May 06, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 2,672,115 | 67,070 | 5.29% | 6.86% | 38 | -510,921 | -16.05% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 2,654,159 | 66,642 | 0.07% | 0.08% | 39 | +28,106 | 1.07% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,636,237 | 66,169 | 0.94% | 1.06% | 40 | +24,376 | 0.93% | Q1 2026 | May 11, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,614,587 | 65,626 | 11.84% | 12.04% | 41 | +21,361 | 0.82% | Q1 2026 | Apr 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,591,924 | 65,057 | 11.18% | 11.49% | 42 | -5,938 | -0.23% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,639,096 | 64,657 | 0.03% | 0.04% | 43 | +243,463 | 10.16% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,568,121 | 64,459 | 0.94% | 0.94% | 44 | +205,766 | 8.71% | Q1 2026 | Apr 09, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,451,793 | 64,359 | 4.72% | 5.02% | 45 | -101,131 | -3.96% | Q1 2026 | Apr 13, 2026 |
| MYECFO, LLC | History | Added to | 2,557,723 | 64,193 | 26.86% | 27.62% | 46 | +76,674 | 3.09% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,531,564 | 63,542 | 0.09% | 0.11% | 47 | -136,340 | -5.11% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 2,395,034 | 60,115 | 4.91% | 5.1% | 48 | +100,796 | 4.39% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,320,383 | 56,760 | 0.12% | 0.1% | 49 | -455,577 | -16.41% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,232,961 | 56,047 | 0.44% | 0.41% | 50 | +50,456 | 2.31% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 2,174,288 | 54,574 | 10.05% | 11.28% | 51 | +48,112 | 2.26% | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | Added to | 2,119,640 | 53,626 | 4.02% | 3.95% | 52 | +86,869 | 4.27% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Added to | 2,090,846 | 52,480 | 1.27% | 1.15% | 53 | +7,626 | 0.37% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,062,916 | 51,779 | 0.01% | 0.01% | 54 | +115,156 | 5.91% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,026,333 | 50,855 | 3.72% | 3.79% | 55 | +69,826 | 3.57% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Reduced | 1,804,465 | 45,292 | 3.9% | 4.08% | 56 | -2,481 | -0.14% | Q1 2026 | Apr 14, 2026 |
| Capital Management Associates, Inc | History | Added to | 1,785,562 | 44,817 | 10.13% | 10.32% | 57 | +6,013 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,715,693 | 43,064 | 0.11% | 0.12% | 58 | -63,280 | -3.56% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 1,703,309 | 42,753 | 0.17% | 0.15% | 59 | +293,194 | 20.79% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,693,122 | 42,497 | 0.11% | 0.12% | 60 | +44,348 | 2.69% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Reduced | 1,681,293 | 42,200 | 2.63% | 2.73% | 61 | -10,257 | -0.61% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 1,502,092 | 41,788 | 17.46% | 17.28% | 62 | +113,366 | 8.16% | Q1 2026 | May 04, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,640,882 | 41,186 | 8.67% | 9.07% | 63 | +122,611 | 8.08% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,639,622 | 41,154 | 0.06% | 0.06% | 64 | +63,569 | 4.03% | Q1 2026 | Apr 27, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 1,629,524 | 40,901 | 17.14% | 17.3% | 65 | -9,223 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 1,617,555 | 40,600 | 16.18% | 17.59% | 66 | +31,222 | 1.97% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,584,194 | 39,763 | 13.22% | 12.62% | 67 | +19,827 | 1.27% | Q1 2026 | May 15, 2026 |
| Members Advisory Group LLC | History | Reduced | 1,583,312 | 39,741 | 13.63% | 15.79% | 68 | -13,753 | -0.86% | Q1 2026 | May 05, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 1,573,653 | 39,498 | 31.62% | 32.7% | 69 | +17,611 | 1.13% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,529,638 | 38,699 | 0.66% | 0.71% | 70 | +43,788 | 2.95% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,534,891 | 38,525 | 3.19% | 1.94% | 71 | +729,589 | 90.6% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,381,999 | 34,688 | 0.0% | 0.0% | 72 | +212,511 | 18.17% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 1,351,921 | 33,933 | 2.02% | 2.37% | 73 | -194,100 | -12.55% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,301,632 | 32,675 | 0.05% | 0.04% | 74 | +181,101 | 16.16% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,282,088 | 32,180 | 1.98% | 2.05% | 75 | -50,447 | -3.79% | Q1 2026 | Apr 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 1,266,881 | 31,798 | 10.63% | 11.0% | 76 | -6,658 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,249,750 | 31,368 | 0.54% | 0.49% | 77 | +222,111 | 21.61% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 1,240,262 | 31,130 | 0.18% | 0.18% | 78 | +75,149 | 6.45% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,192,008 | 29,919 | 2.99% | 3.21% | 79 | -221 | -0.02% | Q1 2026 | May 08, 2026 |
| WT Wealth Management | History | Reduced | 1,173,635 | 29,458 | 8.76% | 9.0% | 80 | -19,633 | -1.65% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,195,358 | 29,154 | 0.0% | 0.0% | 81 | -71,911 | -5.67% | Q1 2026 | May 13, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 1,160,640 | 29,132 | 9.31% | 9.42% | 82 | -6,463 | -0.55% | Q1 2026 | Apr 20, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 1,138,014 | 28,564 | 9.54% | 9.82% | 83 | -11,587 | -1.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,118,377 | 28,071 | 0.43% | 0.55% | 84 | +90,205 | 8.77% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,118,297 | 28,069 | 2.22% | 2.27% | 85 | -6,315 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,108,104 | 27,813 | 4.62% | 4.56% | 86 | -3,015 | -0.27% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,103,831 | 27,706 | 0.01% | 0.01% | 87 | -170,047 | -13.35% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 1,097,551 | 27,548 | 0.61% | 0.66% | 88 | -19,148 | -1.71% | Q1 2026 | May 08, 2026 |
| GSG Advisors LLC | History | Added to | 1,093,847 | 27,455 | 7.13% | 7.3% | 89 | +15,391 | 1.43% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,086,268 | 27,265 | 0.84% | 1.02% | 90 | -94,700 | -8.02% | Q1 2026 | May 04, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 1,080,467 | 27,119 | 18.35% | 19.23% | 91 | +6,855 | 0.64% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,074,823 | 26,978 | 0.01% | 0.02% | 92 | -56,448 | -4.99% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,067,461 | 26,793 | 0.0% | 0.0% | 93 | +123,644 | 13.1% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 969,307 | 26,636 | 0.59% | 0.63% | 94 | +2,955 | 0.31% | Q1 2026 | May 04, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 1,060,992 | 26,630 | 17.76% | 20.82% | 95 | -77,402 | -6.8% | Q1 2026 | Apr 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 1,051,472 | 26,459 | 2.51% | 2.09% | 96 | +532,274 | 102.52% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,022,101 | 25,654 | 1.64% | 1.76% | 97 | -34,892 | -3.3% | Q1 2026 | Apr 14, 2026 |
| Dodds Wealth, LLC | History | Added to | 1,007,848 | 25,296 | 6.21% | 6.33% | 98 | +23,099 | 2.35% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 954,228 | 25,029 | 0.01% | 0.01% | 99 | +37,243 | 4.06% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 951,961 | 23,894 | 0.13% | 0.18% | 100 | -50,695 | -5.06% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 938,323 | 23,551 | 3.05% | 4.0% | 101 | -163,714 | -14.86% | Q1 2026 | Apr 15, 2026 |
| Wynn Capital, LLC | History | Added to | 933,100 | 23,420 | 12.03% | 11.5% | 102 | +30,187 | 3.34% | Q1 2026 | Apr 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 847,358 | 23,395 | 7.81% | 7.5% | 103 | -9,154 | -1.07% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 921,285 | 23,124 | 3.17% | 3.24% | 104 | +25,847 | 2.89% | Q1 2026 | May 14, 2026 |
| Stonekeep Investments, LLC | History | Added to | 915,310 | 22,974 | 14.89% | 14.83% | 105 | +31,144 | 3.52% | Q1 2026 | Apr 07, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 911,755 | 22,885 | 2.37% | 2.49% | 106 | -1,396 | -0.15% | Q1 2026 | May 06, 2026 |
| Schaeffer Financial LLC | History | Added to | 902,377 | 22,649 | 19.06% | 20.19% | 107 | +20,451 | 2.32% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 867,741 | 21,780 | 0.01% | 0.0% | 108 | +502,001 | 137.26% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 863,449 | 21,672 | 0.61% | 0.69% | 109 | +17,308 | 2.05% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 870,816 | 21,639 | 0.03% | 0.03% | 110 | +45,175 | 5.47% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 858,181 | 21,540 | 8.01% | 8.28% | 111 | -13,837 | -1.59% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 853,890 | 21,432 | 2.09% | 2.2% | 112 | -18,807 | -2.16% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 846,394 | 21,244 | 0.06% | 0.06% | 113 | +47,425 | 5.94% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 845,194 | 21,214 | 0.03% | 0.03% | 114 | +36,347 | 4.49% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 808,772 | 21,214 | 15.3% | 15.3% | 115 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Davis Capital Management | History | Added to | 835,619 | 20,974 | 14.21% | 14.44% | 116 | +35,582 | 4.45% | Q1 2026 | Apr 16, 2026 |
| Global Wealth Management, LLC | History | Reduced | 817,754 | 20,525 | 11.19% | 12.4% | 117 | -60,847 | -6.93% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 802,522 | 20,151 | 0.12% | 0.13% | 118 | -24,273 | -2.94% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 725,195 | 20,102 | 0.26% | 0.25% | 119 | -1,641 | -0.23% | Q1 2026 | May 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 799,554 | 20,068 | 2.02% | 2.08% | 120 | -5,434 | -0.68% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 791,488 | 19,866 | 0.04% | 0.04% | 121 | -22,170 | -2.72% | Q1 2026 | May 06, 2026 |
| Walker Financial Services, Inc. | History | Added to | 784,673 | 19,695 | 6.74% | 5.9% | 122 | +163,491 | 26.32% | Q1 2026 | Apr 29, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 777,734 | 19,521 | 1.39% | 1.5% | 123 | -20,229 | -2.54% | Q1 2026 | May 15, 2026 |
| Downshift Financial, LLC | History | Added to | 700,795 | 19,193 | 9.94% | 6.42% | 124 | +301,363 | 75.45% | Q1 2026 | Apr 29, 2026 |
| Socha Financial Group, LLC | History | Reduced | 760,520 | 19,089 | 9.68% | 10.23% | 125 | -39,041 | -4.88% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 755,449 | 18,961 | 0.19% | 0.34% | 126 | -576,842 | -43.3% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 720,616 | 18,901 | 2.1% | 2.1% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 734,966 | 18,447 | 1.3% | 1.45% | 128 | -5,564 | -0.75% | Q1 2026 | May 14, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 711,919 | 17,869 | 5.04% | 5.4% | 129 | -23,580 | -3.21% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 709,503 | 17,808 | 2.42% | 2.6% | 130 | -8,594 | -1.2% | Q1 2026 | Apr 17, 2026 |
| NICOLET BANKSHARES INC | History | New | 699,782 | 17,564 | 0.65% | — | 131 | +699,782 | New | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 699,691 | 17,562 | 0.63% | 0.6% | 132 | +37,932 | 5.73% | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 698,473 | 17,531 | 1.58% | 1.96% | 133 | -79,209 | -10.19% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 678,938 | 17,041 | 0.02% | 0.02% | 134 | -17,316 | -2.49% | Q1 2026 | Apr 27, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 668,407 | 16,777 | 2.13% | 2.53% | 135 | -68,433 | -9.29% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 666,381 | 16,726 | 0.58% | 0.63% | 136 | +17,986 | 2.77% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 658,318 | 16,523 | 0.51% | 0.51% | 137 | +637 | 0.1% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 614,671 | 15,428 | 6.62% | 6.88% | 138 | -442 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 603,111 | 15,307 | 8.16% | 6.77% | 139 | +106,626 | 21.48% | Q1 2026 | Apr 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 608,266 | 15,267 | 4.26% | 4.33% | 140 | +22,213 | 3.79% | Q1 2026 | Apr 08, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 602,540 | 15,123 | 5.96% | 7.35% | 141 | -94,048 | -13.5% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 597,421 | 14,995 | 2.16% | 2.33% | 142 | -7,603 | -1.26% | Q1 2026 | May 11, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 597,107 | 14,987 | 3.27% | 3.13% | 143 | +26,821 | 4.7% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 585,739 | 14,740 | 0.07% | 0.08% | 144 | +12,439 | 2.17% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 578,083 | 14,509 | 1.43% | 1.59% | 145 | -24,333 | -4.04% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 571,342 | 14,340 | 0.3% | 0.34% | 146 | +1,605 | 0.28% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 570,329 | 14,298 | 0.0% | 0.0% | 147 | -395 | -0.07% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 566,840 | 14,227 | 2.99% | 2.49% | 148 | +122,858 | 27.67% | Q1 2026 | May 11, 2026 |
| Elgethun Capital Management | History | Added to | 566,645 | 14,222 | 2.35% | 2.41% | 149 | +34,865 | 6.56% | Q1 2026 | May 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 563,390 | 14,141 | 2.47% | 3.47% | 150 | -361,757 | -39.1% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 540,015 | 14,105 | 0.45% | 0.46% | 151 | +37,134 | 7.38% | Q1 2026 | Apr 09, 2026 |
| Ashford Advisors, LLC | History | Reduced | 529,754 | 14,049 | 3.27% | 3.32% | 152 | -47,570 | -8.24% | Q1 2026 | May 05, 2026 |
| Compass Advisory Group LLC | History | Reduced | 557,051 | 13,981 | 3.74% | 13.68% | 153 | -1,373,538 | -71.15% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 555,911 | 13,953 | 0.01% | 0.01% | 154 | +3,858 | 0.7% | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 544,064 | 13,656 | 3.74% | 4.05% | 155 | -16,728 | -2.98% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 539,117 | 13,531 | 2.22% | 2.38% | 156 | -16,432 | -2.96% | Q1 2026 | Apr 28, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 533,182 | 13,382 | 3.23% | 3.44% | 157 | -8,262 | -1.53% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Added to | 531,638 | 13,344 | 8.32% | 8.48% | 158 | +12,317 | 2.37% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 528,214 | 13,258 | 3.96% | 4.32% | 159 | +1,487 | 0.28% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 522,955 | 13,126 | 0.38% | 0.41% | 160 | +7,582 | 1.47% | Q1 2026 | Apr 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 518,199 | 13,006 | 0.53% | 0.56% | 161 | +5,014 | 0.98% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 507,068 | 12,727 | 0.1% | 0.11% | 162 | +17,106 | 3.49% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Reduced | 504,798 | 12,670 | 1.44% | 2.02% | 163 | -90,542 | -15.21% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 492,278 | 12,356 | 0.01% | 0.01% | 164 | -12,252 | -2.43% | Q1 2026 | May 07, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 488,077 | 12,250 | 4.59% | 4.55% | 165 | +6,290 | 1.31% | Q1 2026 | May 08, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 485,549 | 12,187 | 2.48% | 2.54% | 166 | -48,031 | -9.0% | Q1 2026 | Apr 08, 2026 |
| TruWealth Advisors, LLC | History | Added to | 484,717 | 12,166 | 0.58% | 0.61% | 167 | +6,366 | 1.33% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 480,277 | 12,054 | 0.09% | 0.1% | 168 | -20,290 | -4.05% | Q1 2026 | May 01, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 474,496 | 11,909 | 5.59% | 5.31% | 169 | -1,118 | -0.24% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 470,835 | 11,817 | 0.41% | 0.43% | 170 | +3,594 | 0.77% | Q1 2026 | May 06, 2026 |
| Peak Financial Management, Inc. | History | Added to | 468,548 | 11,760 | 2.99% | 3.16% | 171 | +1,149 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 445,949 | 11,697 | 2.18% | 2.18% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| D.B. Root & Company, LLC | History | Added to | 461,496 | 11,583 | 2.77% | 2.95% | 173 | +428 | 0.09% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 452,615 | 11,360 | 0.16% | 0.25% | 174 | -108,727 | -19.37% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 450,978 | 11,319 | 0.03% | 0.04% | 175 | -138,537 | -23.5% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 450,000 | 11,295 | 0.44% | 0.47% | 176 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 446,978 | 11,219 | 3.35% | 3.55% | 177 | -3,640 | -0.81% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 439,073 | 11,020 | 0.06% | 0.07% | 178 | -30,066 | -6.41% | Q1 2026 | Apr 30, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 435,387 | 10,928 | 4.28% | 4.14% | 179 | +47,761 | 12.32% | Q1 2026 | May 14, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 434,927 | 10,916 | 3.85% | 4.03% | 180 | -12,810 | -2.86% | Q1 2026 | Apr 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 428,446 | 10,753 | 0.0% | 0.0% | 181 | +33,367 | 8.45% | Q1 2026 | May 15, 2026 |
| Vestwell Advisors, LLC | History | Added to | 424,244 | 10,648 | 2.92% | 1.62% | 182 | +7,064 | 1.69% | Q1 2026 | May 18, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 421,975 | 10,591 | 0.9% | 1.03% | 183 | -3,788 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 415,718 | 10,517 | 0.1% | 0.19% | 184 | -247,037 | -37.27% | Q1 2026 | Apr 07, 2026 |
| Prosperitas Financial LLC | History | Added to | 418,685 | 10,508 | 3.91% | 3.41% | 185 | +84,515 | 25.29% | Q1 2026 | May 15, 2026 |
| Five Oceans Advisors | History | No change | 409,952 | 10,289 | 3.72% | 3.8% | 186 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Apriem Advisors | History | Reduced | 404,757 | 10,159 | 0.97% | 0.98% | 187 | -321 | -0.08% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Reduced | 404,680 | 10,157 | 2.22% | 2.35% | 188 | -3,711 | -0.91% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 404,680 | 10,157 | 1.58% | 1.69% | 189 | -3,711 | -0.91% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 399,622 | 10,030 | 0.0% | 0.0% | 190 | +40,208 | 11.19% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 394,974 | 9,913 | 0.18% | 0.2% | 192 | -5,635 | -1.41% | Q1 2026 | May 11, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 394,977 | 9,913 | 2.84% | 2.99% | 191 | -526 | -0.13% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 394,390 | 9,899 | 0.11% | 0.13% | 193 | -11,783 | -2.9% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 389,313 | 9,771 | 0.07% | 0.08% | 194 | +1,992 | 0.51% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 378,312 | 9,495 | 1.51% | 1.77% | 195 | +9,196 | 2.49% | Q1 2026 | Apr 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 373,629 | 9,378 | 1.7% | 1.87% | 196 | -12 | -0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 370,187 | 9,291 | 0.11% | 0.11% | 197 | -5,448 | -1.45% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 365,380 | 9,171 | 0.0% | 0.0% | 198 | -48,975 | -11.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 365,023 | 9,162 | 0.01% | 0.02% | 199 | -403,426 | -52.5% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 363,639 | 9,127 | 0.1% | 0.1% | 200 | +20,332 | 5.92% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 361,908 | 9,083 | 0.04% | 0.04% | 201 | +1,800 | 0.5% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 355,039 | 8,911 | 0.03% | 0.04% | 202 | -53,837 | -13.17% | Q1 2026 | Apr 30, 2026 |
| Brightwater Advisory LLC | History | Added to | 345,441 | 8,670 | 5.73% | 5.79% | 203 | +18,992 | 5.82% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 344,957 | 8,658 | 0.04% | 0.04% | 204 | +7,539 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 343,642 | 8,625 | 0.78% | 0.85% | 205 | -3,177 | -0.92% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 343,298 | 8,616 | 0.02% | 0.02% | 206 | -8,775 | -2.49% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 339,859 | 8,530 | 2.4% | 2.37% | 207 | +2,030 | 0.6% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 339,416 | 8,519 | 3.05% | 3.1% | 208 | +11,173 | 3.4% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 335,409 | 8,418 | 0.16% | 0.16% | 209 | +8,657 | 2.65% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 333,058 | 8,359 | 4.98% | 5.76% | 210 | -1,592 | -0.48% | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Reduced | 326,964 | 8,206 | 0.21% | 0.28% | 211 | -75,288 | -18.72% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 324,037 | 8,133 | 2.44% | 2.49% | 212 | -2,323 | -0.71% | Q1 2026 | Apr 21, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 323,503 | 8,119 | 3.75% | 3.88% | 213 | -4,092 | -1.25% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Added to | 317,220 | 7,962 | 0.0% | 0.0% | 214 | +44,378 | 16.27% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 316,124 | 7,934 | 3.27% | 3.44% | 215 | +5,810 | 1.87% | Q1 2026 | Apr 21, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 313,533 | 7,899 | 7.17% | 7.45% | 216 | +2,265 | 0.73% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 311,327 | 7,814 | 0.06% | — | 217 | +311,309 | 1729494.44% | Q1 2026 | Apr 14, 2026 |
| Orcam Financial Group | History | Reduced | 311,043 | 7,807 | 5.54% | 6.42% | 218 | -15,432 | -4.73% | Q1 2026 | May 12, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 305,630 | 7,671 | 3.35% | 3.57% | 219 | -6,901 | -2.21% | Q1 2026 | May 04, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 302,668 | 7,596 | 1.87% | 0.24% | 220 | +292,779 | 2960.65% | Q1 2026 | May 12, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 302,522 | 7,593 | 1.45% | 1.52% | 221 | -830 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 302,141 | 7,583 | 6.2% | 9.14% | 222 | -196,192 | -39.37% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 300,653 | 7,546 | 0.21% | 0.22% | 223 | +4,278 | 1.44% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Reduced | 299,117 | 7,507 | 0.88% | 0.99% | 224 | -7,445 | -2.43% | Q1 2026 | Apr 23, 2026 |
| Sharkey, Howes & Javer | History | Added to | 298,804 | 7,499 | 1.01% | 0.99% | 225 | +530 | 0.18% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 298,692 | 7,497 | 0.42% | 0.44% | 226 | -575 | -0.19% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Reduced | 298,432 | 7,490 | 0.79% | 0.91% | 227 | -2,200 | -0.73% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Reduced | 297,019 | 7,455 | 0.09% | 0.14% | 228 | -63,326 | -17.57% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 296,510 | 7,442 | 0.77% | 0.78% | 229 | +9,423 | 3.28% | Q1 2026 | Apr 22, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 277,069 | 7,267 | 0.66% | 0.81% | 230 | -23,566 | -7.84% | Q1 2026 | Apr 09, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 288,872 | 7,250 | 2.28% | 2.32% | 231 | -4,752 | -1.62% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 288,243 | 7,234 | 0.09% | 0.09% | 232 | +3,161 | 1.11% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Added to | 287,113 | 7,206 | 0.15% | 0.16% | 233 | +3,285 | 1.16% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 286,681 | 7,195 | 0.04% | 0.03% | 234 | -7,660 | -2.6% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | Reduced | 283,362 | 7,112 | 7.29% | 7.54% | 235 | -1,186 | -0.42% | Q1 2026 | Apr 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 280,015 | 7,028 | 0.79% | 0.8% | 236 | +2,796 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 260,325 | 6,825 | 0.04% | 0.04% | 237 | +19,226 | 7.97% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 270,757 | 6,796 | 3.22% | 3.73% | 238 | -20,724 | -7.11% | Q1 2026 | Apr 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 269,924 | 6,775 | 0.94% | 1.25% | 239 | -86,661 | -24.3% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 267,869 | 6,723 | 0.54% | 0.58% | 240 | +379 | 0.14% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 262,123 | 6,579 | 2.44% | 2.51% | 241 | +21,867 | 9.1% | Q1 2026 | Apr 15, 2026 |
| Ellevest, Inc. | History | Added to | 261,911 | 6,573 | 0.91% | 0.94% | 242 | +2,275 | 0.88% | Q1 2026 | May 11, 2026 |
| MAIRS & POWER INC | History | No change | 261,246 | 6,557 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graver Capital Management, LLC | History | Added to | 260,511 | 6,538 | 4.97% | 5.25% | 244 | +7,102 | 2.8% | Q1 2026 | Apr 23, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 260,175 | 6,530 | 4.33% | 4.5% | 245 | -1,129 | -0.43% | Q1 2026 | May 18, 2026 |
| Parallel Advisors, LLC | History | Added to | 255,752 | 6,419 | 0.12% | 0.12% | 246 | +3,764 | 1.49% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 251,465 | 6,311 | 0.34% | 0.55% | 247 | +24,540 | 10.81% | Q1 2026 | Apr 21, 2026 |
| Brio Consultants, LLC | History | Added to | 224,560 | 6,274 | 0.77% | 0.58% | 248 | +53,804 | 31.51% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 247,893 | 6,222 | 1.63% | 1.45% | 249 | +1,764 | 0.72% | Q1 2026 | May 11, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 246,052 | 6,175 | 1.74% | 1.84% | 250 | +203 | 0.08% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 242,521 | 6,087 | 0.57% | 0.65% | 251 | +3,411 | 1.43% | Q1 2026 | Apr 16, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 242,200 | 6,079 | 0.47% | 0.44% | 252 | -2,064 | -0.84% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 240,219 | 6,029 | 1.44% | 1.49% | 253 | -456 | -0.19% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | Reduced | 239,383 | 6,008 | 0.43% | 0.46% | 254 | -8,676 | -3.5% | Q1 2026 | May 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 238,661 | 5,990 | 0.02% | 0.02% | 255 | -2,562 | -1.06% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | Reduced | 236,804 | 5,943 | 1.24% | 1.33% | 256 | -1,711 | -0.72% | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 236,587 | 5,938 | 2.8% | 3.07% | 257 | -15,411 | -6.12% | Q1 2026 | Apr 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 235,391 | 5,908 | 0.66% | 0.58% | 258 | +31,241 | 15.3% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 235,377 | 5,907 | 0.01% | 0.01% | 259 | +1,819 | 0.78% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 233,328 | 5,856 | 0.19% | 0.2% | 260 | +338 | 0.15% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 232,632 | 5,839 | 2.93% | 3.03% | 261 | +1,092 | 0.47% | Q1 2026 | Apr 16, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 228,179 | 5,727 | 3.79% | 4.04% | 262 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 228,098 | 5,725 | 0.79% | 0.82% | 263 | -1,782 | -0.78% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 217,479 | 5,704 | 0.43% | 0.43% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 225,062 | 5,649 | 1.41% | 1.53% | 265 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 224,900 | 5,644 | 0.46% | 0.47% | 266 | +10,203 | 4.75% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 222,657 | 5,588 | 0.15% | 0.19% | 267 | -4,753 | -2.09% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 221,412 | 5,557 | 0.22% | 0.22% | 268 | +13,162 | 6.32% | Q1 2026 | Apr 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 220,856 | 5,543 | 0.18% | 0.16% | 269 | +28,154 | 14.61% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 218,927 | 5,495 | 0.09% | 0.1% | 270 | -4,562 | -2.04% | Q1 2026 | May 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 218,459 | 5,483 | 2.78% | 2.33% | 271 | +67,306 | 44.53% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 213,156 | 5,350 | 2.57% | 3.29% | 272 | +14,281 | 7.18% | Q1 2026 | Apr 23, 2026 |
| Bawa N Mallick Trust | History | No change | 212,190 | 5,325 | 2.18% | 2.07% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 210,351 | 5,279 | 0.56% | 0.64% | 274 | -13,259 | -5.93% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 208,481 | 5,232 | 0.04% | 0.03% | 275 | +101,016 | 94.0% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Reduced | 208,779 | 5,220 | 2.88% | 3.04% | 276 | -14,095 | -6.32% | Q1 2026 | Apr 13, 2026 |
| Cordant, Inc. | History | Added to | 207,605 | 5,210 | 2.11% | 2.28% | 277 | +418 | 0.2% | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 205,551 | 5,159 | 0.19% | 0.11% | 278 | +88,781 | 76.03% | Q1 2026 | May 13, 2026 |
| Aspiring Ventures, LLC | History | Added to | 205,494 | 5,157 | 1.56% | 1.77% | 279 | +7,019 | 3.54% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Added to | 203,364 | 5,104 | 1.96% | 1.97% | 280 | +17,112 | 9.19% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 202,262 | 5,076 | 0.54% | 0.54% | 281 | +605 | 0.3% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 200,538 | 5,033 | 0.01% | 0.01% | 282 | -4,973 | -2.42% | Q1 2026 | May 08, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 198,650 | 4,986 | 0.21% | 0.23% | 283 | -926 | -0.46% | Q1 2026 | May 11, 2026 |
| Unify Financial Advisors | History | Reduced | 195,740 | 4,913 | 5.1% | 5.39% | 284 | -1,622 | -0.82% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 195,168 | 4,898 | 0.08% | 0.09% | 285 | +9,197 | 4.95% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 179,493 | 4,862 | 0.16% | 0.12% | 286 | +47,953 | 36.46% | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 192,626 | 4,834 | 0.08% | 0.08% | 287 | +22 | 0.01% | Q1 2026 | May 05, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 192,268 | 4,825 | 3.32% | 3.61% | 288 | -7,075 | -3.55% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 191,976 | 4,818 | 1.48% | 1.52% | 289 | -2,206 | -1.14% | Q1 2026 | May 18, 2026 |
| NYL Investors LLC | History | Reduced | 191,050 | 4,795 | 1.81% | 1.78% | 290 | -8,514 | -4.27% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 189,097 | 4,746 | 0.09% | 0.1% | 291 | -3,093 | -1.61% | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 188,401 | 4,728 | 0.45% | 0.47% | 292 | -1,260 | -0.66% | Q1 2026 | Apr 13, 2026 |
| Farnam Financial LLC | History | Reduced | 187,528 | 4,706 | 3.87% | 3.79% | 293 | -4,302 | -2.24% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 179,229 | 4,701 | 0.36% | 0.36% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Reduced | 187,051 | 4,694 | 3.3% | 3.41% | 295 | -2,509 | -1.32% | Q1 2026 | May 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 186,262 | 4,675 | 0.82% | 1.05% | 296 | +1,426 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Wealth Care LLC | History | New | 185,803 | 4,663 | 4.14% | — | 297 | +185,803 | New | Q1 2026 | Apr 24, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 184,252 | 4,624 | 0.47% | 0.57% | 298 | -17,508 | -8.68% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 182,953 | 4,592 | 0.74% | 0.83% | 299 | -8,433 | -4.41% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 182,454 | 4,579 | 0.13% | 0.14% | 300 | -1,116 | -0.61% | Q1 2026 | May 13, 2026 |