SCHWAB STRATEGIC TRUST - SCHC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,334,063 | 202,574 | 0.78% | — | 1 | +4,334,063 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 2,938,971 | 137,367 | 0.09% | 0.04% | 2 | +1,684,044 | 134.19% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 2,008,640 | 93,883 | 0.45% | 0.56% | 3 | -146,656 | -6.8% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 1,835,314 | 85,782 | 0.0% | 0.0% | 4 | +503,475 | 37.8% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,754,109 | 79,864 | 2.7% | 2.7% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 1,645,574 | 76,914 | 3.47% | 3.34% | 6 | +42,294 | 2.64% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,602,978 | 72,784 | 0.03% | 0.03% | 7 | +555,641 | 53.05% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,256,188 | 58,714 | 0.03% | 0.03% | 8 | -34,983 | -2.71% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 1,159,486 | 54,194 | 0.0% | 0.0% | 9 | -77,912 | -6.3% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,098,638 | 51,350 | 0.51% | 0.52% | 10 | -4,465 | -0.4% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,025,135 | 47,914 | 0.05% | 0.05% | 11 | -5,055 | -0.49% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 857,100 | 40,060 | 0.69% | 0.63% | 12 | +79,946 | 10.29% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 817,753 | 38,221 | 0.47% | 0.47% | 13 | +11,471 | 1.42% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 758,997 | 35,475 | 0.01% | 0.01% | 14 | +215,334 | 39.61% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 635,383 | 29,636 | 0.04% | 0.04% | 15 | +36,862 | 6.16% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 604,360 | 28,247 | 1.88% | 2.09% | 16 | -137,324 | -18.52% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 604,213 | 28,240 | 0.41% | 0.45% | 17 | -4,358 | -0.72% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 477,758 | 22,330 | 0.92% | 0.9% | 18 | -352 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Charles Schwab Trust Co | History | Added to | 438,325 | 20,487 | 1.33% | 1.26% | 19 | +15,912 | 3.77% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 431,323 | 19,638 | 0.39% | 0.38% | 20 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Added to | 402,554 | 18,815 | 0.0% | 0.0% | 21 | +6,323 | 1.6% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 399,782 | 18,685 | 0.03% | 0.04% | 22 | -6,559 | -1.61% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 369,227 | 17,257 | 0.0% | 0.0% | 23 | -134,101 | -26.64% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 360,627 | 16,855 | 1.39% | 1.43% | 24 | +3,700 | 1.04% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 314,544 | 15,415 | 0.27% | 0.43% | 25 | +116,947 | 59.18% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 322,703 | 15,083 | 0.0% | 0.0% | 26 | +101,811 | 46.09% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 321,019 | 15,004 | 1.86% | 1.84% | 27 | -39,217 | -10.89% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 305,818 | 14,293 | 1.28% | 1.32% | 28 | -5,686 | -1.83% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 301,165 | 14,076 | 0.86% | 0.46% | 29 | -3,875,947 | -92.79% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 293,997 | 13,741 | 0.02% | 0.01% | 30 | +199,747 | 211.93% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 291,107 | 13,606 | 0.31% | 0.3% | 31 | +6,485 | 2.28% | Q1 2026 | Apr 29, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 262,492 | 12,268 | 8.63% | 9.08% | 32 | -4,350 | -1.63% | Q1 2026 | May 06, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 256,584 | 11,992 | 0.37% | 0.41% | 33 | -15,183 | -5.59% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 236,935 | 11,869 | 0.21% | 0.19% | 34 | +8,319 | 3.64% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 244,602 | 11,432 | 2.4% | 2.13% | 35 | +26,364 | 12.08% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 242,596 | 11,338 | 0.01% | 0.01% | 36 | +3,611 | 1.51% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 240,252 | 11,229 | 0.14% | 0.16% | 37 | +3,439 | 1.45% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 209,968 | 9,814 | 0.31% | 0.32% | 38 | -6,486 | -3.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 211,310 | 9,620 | 0.72% | 0.72% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 203,226 | 9,498 | 0.77% | 0.72% | 40 | +12,414 | 6.51% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 195,442 | 9,134 | 0.17% | 0.14% | 41 | +22,712 | 13.15% | Q1 2026 | Apr 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 192,171 | 8,982 | 1.03% | 1.01% | 42 | -7,413 | -3.71% | Q1 2026 | May 11, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 191,058 | 8,930 | 4.53% | 4.57% | 43 | +3,331 | 1.77% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 181,965 | 8,505 | 1.1% | — | 44 | +181,965 | New | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 178,518 | 8,348 | 0.0% | 0.0% | 45 | +82,536 | 85.99% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 175,610 | 8,208 | 0.01% | 0.01% | 46 | -4,462 | -2.48% | Q1 2026 | May 05, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 174,448 | 8,153 | 2.12% | 2.25% | 47 | -2,126 | -1.2% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 173,175 | 8,094 | 0.04% | 0.01% | 48 | +150,038 | 648.48% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 169,227 | 7,909 | 2.23% | 2.32% | 49 | -58 | -0.03% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 166,124 | 7,764 | 0.06% | 0.06% | 50 | -8,602 | -4.92% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 164,512 | 7,689 | 0.16% | 0.15% | 51 | -5,385 | -3.17% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 163,668 | 7,649 | 0.0% | 0.0% | 52 | -4,387 | -2.61% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 162,315 | 7,586 | 0.65% | 0.66% | 53 | -12,372 | -7.08% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 160,633 | 7,507 | 1.45% | 1.5% | 54 | -10,126 | -5.93% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 178,366 | 7,471 | 0.02% | 0.02% | 55 | -83,447 | -31.87% | Q1 2026 | Apr 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 159,575 | 7,458 | 0.37% | 0.38% | 56 | -8,822 | -5.24% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Added to | 151,071 | 7,435 | 0.24% | 0.24% | 57 | +56 | 0.04% | Q1 2026 | Apr 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 157,618 | 7,367 | 3.24% | 3.03% | 58 | +1,948 | 1.25% | Q1 2026 | May 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 153,528 | 7,175 | 0.03% | 0.02% | 59 | +69,568 | 82.86% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,997 | 6,683 | 0.01% | 0.01% | 60 | +49,327 | 52.66% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 141,991 | 6,636 | 0.08% | 0.08% | 61 | -375 | -0.26% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 140,043 | 6,545 | 0.0% | 0.0% | 62 | +15,240 | 12.21% | Q1 2026 | May 15, 2026 |
| Divergent Planning, LLC | History | No change | 137,675 | 6,320 | 1.61% | 1.61% | 63 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arnold Financial Planning LLC | History | Added to | 134,690 | 6,295 | 5.88% | 5.99% | 64 | +7,115 | 5.58% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 134,151 | 6,270 | 0.43% | 0.44% | 65 | -7,242 | -5.12% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 125,625 | 5,871 | 3.25% | 4.06% | 66 | +5,607 | 4.67% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 124,233 | 5,806 | 0.0% | 0.0% | 67 | -75,816 | -37.9% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 123,028 | 5,750 | 1.29% | 1.76% | 68 | -38,588 | -23.88% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 120,112 | 5,614 | 0.0% | 0.0% | 69 | +12,124 | 11.23% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 119,125 | 5,567 | 0.0% | 0.0% | 70 | -219,436 | -64.81% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 119,066 | 5,565 | 0.99% | 1.0% | 71 | +364 | 0.31% | Q1 2026 | Apr 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 118,295 | 5,529 | 0.0% | 0.0% | 72 | +84,728 | 252.41% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 117,983 | 5,514 | 0.69% | 0.98% | 73 | +4,134 | 3.63% | Q1 2026 | May 18, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 116,205 | 5,431 | 1.25% | 1.59% | 74 | -34,951 | -23.12% | Q1 2026 | Apr 17, 2026 |
| Brucke Financial, Inc. | History | Reduced | 110,871 | 5,182 | 2.63% | 2.98% | 75 | -8,943 | -7.46% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 108,470 | 5,069 | 0.0% | 0.01% | 76 | -131,426 | -54.78% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 102,289 | 4,781 | 0.01% | 0.01% | 77 | +19,486 | 23.53% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 101,719 | 4,754 | 0.15% | 0.13% | 78 | +3,162 | 3.21% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Reduced | 99,602 | 4,655 | 1.78% | 1.95% | 79 | -5,825 | -5.53% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 98,480 | 4,602 | 0.72% | 0.75% | 80 | -6,239 | -5.96% | Q1 2026 | Apr 17, 2026 |
| Columbus Macro, LLC | History | Reduced | 96,457 | 4,508 | 0.48% | 0.48% | 81 | -83 | -0.09% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 95,677 | 4,471 | 0.07% | 0.07% | 82 | -1,439 | -1.48% | Q1 2026 | Apr 27, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 95,451 | 4,461 | 2.63% | 2.73% | 83 | -2,901 | -2.95% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 93,796 | 4,446 | 0.08% | 0.08% | 84 | +2,060 | 2.25% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 90,958 | 4,251 | 0.01% | 0.01% | 85 | -5 | -0.01% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 80,982 | 4,154 | 0.08% | 0.09% | 86 | -314 | -0.39% | Q1 2026 | May 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 88,849 | 4,152 | 1.15% | 1.2% | 87 | +5,600 | 6.73% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 86,910 | 4,062 | 0.04% | 0.01% | 88 | +67,701 | 352.44% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | No change | 86,541 | 4,044 | 0.47% | 0.45% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 85,618 | 4,001 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 83,648 | 3,909 | 0.11% | 0.11% | 91 | +2,248 | 2.76% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 80,336 | 3,754 | 0.24% | 0.24% | 92 | -3,032 | -3.64% | Q1 2026 | Apr 14, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 80,306 | 3,753 | 0.87% | 1.17% | 93 | -9,615 | -10.69% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 78,681 | 3,677 | 0.85% | 0.83% | 94 | -155 | -0.2% | Q1 2026 | Apr 09, 2026 |
| Jacobs Equity LLC | History | Added to | 70,406 | 3,603 | 3.22% | 3.07% | 95 | +335 | 0.48% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 73,596 | 3,439 | 0.0% | 0.0% | 96 | -11 | -0.01% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 72,458 | 3,436 | 0.01% | 0.01% | 97 | +20,624 | 39.79% | Q1 2026 | May 12, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 71,734 | 3,352 | 2.53% | 2.44% | 98 | +1,339 | 1.9% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 69,721 | 3,258 | 0.0% | 0.0% | 99 | +1,423 | 2.08% | Q1 2026 | May 12, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 68,782 | 3,214 | 0.85% | 0.87% | 100 | -1,064 | -1.52% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 67,829 | 3,170 | 0.03% | 0.04% | 101 | -3,632 | -5.08% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 64,346 | 3,007 | 0.84% | 0.8% | 102 | +4,601 | 7.7% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,559 | 2,970 | 0.0% | 0.0% | 103 | -7,814 | -10.95% | Q1 2026 | May 15, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 62,159 | 2,905 | 0.53% | 0.52% | 104 | -148 | -0.24% | Q1 2026 | May 06, 2026 |
| BCS Wealth Management | History | Reduced | 61,787 | 2,887 | 0.59% | 0.58% | 105 | -64,253 | -50.98% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 60,352 | 2,820 | 0.38% | 0.34% | 106 | +4,257 | 7.59% | Q1 2026 | Apr 07, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 59,245 | 2,769 | 0.32% | 0.24% | 107 | +12,165 | 25.84% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 57,318 | 2,678 | 0.35% | 0.39% | 108 | -3,782 | -6.19% | Q1 2026 | Apr 15, 2026 |
| Noble Family Wealth, LLC | History | Added to | 56,143 | 2,624 | 0.54% | 0.54% | 109 | +7 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Stone Summit Wealth LLC | History | Added to | 55,382 | 2,588 | 0.72% | 0.59% | 110 | +7,469 | 15.59% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 52,398 | 2,449 | 0.49% | 0.47% | 111 | +3,653 | 7.49% | Q1 2026 | Apr 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 52,041 | 2,432 | 0.03% | 0.03% | 112 | -4,303 | -7.64% | Q1 2026 | May 08, 2026 |
| Beckerman Institutional, LLC | History | Added to | 50,735 | 2,371 | 1.26% | 1.22% | 113 | +2,935 | 6.14% | Q1 2026 | May 04, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 50,321 | 2,351 | 0.65% | 0.65% | 114 | -674 | -1.32% | Q1 2026 | Apr 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 49,847 | 2,329 | 0.23% | 0.2% | 115 | -360 | -0.72% | Q1 2026 | May 01, 2026 |
| Colony Family Offices, LLC | History | Reduced | 49,744 | 2,325 | 0.57% | 0.62% | 116 | -4,706 | -8.64% | Q1 2026 | Apr 21, 2026 |
| Carter Financial Group, INC. | History | Reduced | 49,293 | 2,303 | 1.42% | 1.42% | 117 | -3,268 | -6.22% | Q1 2026 | Apr 27, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 47,379 | 2,214 | 0.52% | 0.49% | 118 | -832 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 46,338 | 2,165 | 0.03% | 0.02% | 119 | -757 | -1.61% | Q1 2026 | May 06, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 45,735 | 2,137 | 0.94% | 0.87% | 120 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Invesco Ltd. | History | Reduced | 45,052 | 2,105 | 0.0% | 0.0% | 121 | -9,485 | -17.39% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 43,428 | 2,029 | 0.01% | 0.0% | 122 | +27,403 | 171.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,962 | 2,008 | 0.01% | 0.0% | 123 | +25,560 | 146.88% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 42,828 | 2,001 | 0.02% | 0.04% | 124 | -26,612 | -38.32% | Q1 2026 | May 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 42,045 | 1,965 | 1.23% | 1.26% | 125 | -2,756 | -6.15% | Q1 2026 | Apr 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 41,848 | 1,955 | 0.84% | 0.82% | 126 | -500 | -1.18% | Q1 2026 | Apr 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 41,685 | 1,948 | 0.19% | 0.29% | 127 | +200 | 0.48% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,021 | 1,917 | 0.0% | 0.0% | 128 | -26,310 | -39.08% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 40,057 | 1,872 | 0.04% | 0.04% | 129 | -595 | -1.46% | Q1 2026 | Apr 17, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 38,696 | 1,808 | 0.26% | 0.3% | 130 | +2,683 | 7.45% | Q1 2026 | May 04, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 38,611 | 1,804 | 0.22% | 0.21% | 131 | +2,222 | 6.11% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,218 | 1,764 | 0.02% | 0.02% | 132 | +1,503 | 4.21% | Q1 2026 | Apr 07, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 37,709 | 1,762 | 0.74% | 0.69% | 133 | +1,549 | 4.28% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 38,488 | 1,739 | 0.0% | 0.0% | 134 | +13,560 | 54.4% | Q1 2026 | May 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 36,719 | 1,716 | 0.83% | 0.86% | 135 | -1,195 | -3.15% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 36,098 | 1,687 | 0.03% | 0.03% | 136 | -686 | -1.86% | Q1 2026 | May 01, 2026 |
| Foster Group, Inc. | History | Added to | 35,977 | 1,681 | 0.05% | 0.05% | 137 | +3,025 | 9.18% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Reduced | 35,557 | 1,661 | 0.01% | 0.01% | 138 | -1,069 | -2.92% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 35,503 | 1,659 | 0.32% | 0.33% | 139 | +105 | 0.3% | Q1 2026 | Apr 20, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 35,421 | 1,655 | 0.56% | 0.52% | 140 | +500 | 1.43% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,344 | 1,651 | 0.06% | 0.06% | 141 | -331 | -0.93% | Q1 2026 | Apr 14, 2026 |
| One Capital Management, LLC | History | Added to | 35,183 | 1,644 | 0.05% | 0.01% | 142 | +25,704 | 271.17% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,556 | 1,615 | 0.0% | 0.0% | 143 | +12,369 | 55.75% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 34,462 | 1,608 | 0.21% | 0.22% | 144 | -545 | -1.56% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 33,727 | 1,576 | 0.0% | 0.0% | 145 | -2,588 | -7.13% | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 32,565 | 1,522 | 0.35% | 0.34% | 146 | -116 | -0.35% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 31,766 | 1,484 | 0.39% | 0.33% | 147 | +264 | 0.84% | Q1 2026 | May 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 31,187 | 1,457 | 0.59% | 0.61% | 148 | -1,836 | -5.56% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 30,579 | 1,429 | 0.14% | 0.13% | 149 | +1,209 | 4.12% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 29,909 | 1,397 | 0.0% | 0.0% | 150 | -1,938 | -6.09% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 29,774 | 1,391 | 0.01% | 0.01% | 151 | -1,155 | -3.73% | Q1 2026 | May 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 29,571 | 1,382 | 0.12% | 0.12% | 152 | -339 | -1.13% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 29,295 | 1,369 | 0.09% | 0.11% | 153 | +708 | 2.48% | Q1 2026 | Apr 20, 2026 |
| Seneca Financial Advisors LLC | History | No change | 29,225 | 1,365 | 0.4% | 0.4% | 154 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LTG Capital LLC | History | Reduced | 27,155 | 1,269 | 0.97% | 0.97% | 155 | -70 | -0.26% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 26,798 | 1,252 | 0.45% | 0.5% | 156 | -4,054 | -13.14% | Q1 2026 | Apr 14, 2026 |
| Embree Financial Group | History | Reduced | 25,958 | 1,213 | 0.14% | 0.19% | 157 | -8,878 | -25.49% | Q1 2026 | Apr 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 25,944 | 1,212 | 0.22% | 0.22% | 158 | -380 | -1.44% | Q1 2026 | May 01, 2026 |
| 25 LLC | History | Reduced | 25,913 | 1,211 | 0.37% | 0.38% | 159 | -135 | -0.52% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 25,660 | 1,199 | 0.07% | 0.07% | 160 | +34 | 0.13% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,635 | 1,198 | 0.02% | 0.02% | 161 | +1,520 | 6.3% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 24,913 | 1,164 | 0.12% | 0.12% | 162 | -309 | -1.23% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 24,757 | 1,157 | 0.02% | 0.02% | 163 | +1,863 | 8.14% | Q1 2026 | Apr 13, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 24,744 | 1,156 | 1.04% | 1.3% | 164 | -6,299 | -20.29% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,284 | 1,135 | 0.0% | 0.0% | 165 | +108 | 0.45% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 24,053 | 1,124 | 0.07% | 0.07% | 166 | +42 | 0.17% | Q1 2026 | May 13, 2026 |
| Leisure Capital Management | History | Reduced | 23,966 | 1,120 | 0.39% | 0.39% | 167 | -2,030 | -7.81% | Q1 2026 | May 08, 2026 |
| Cloud Capital Management, LLC | History | Added to | 23,477 | 1,093 | 0.48% | 0.49% | 168 | +693 | 3.04% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 22,991 | 1,074 | 0.06% | 0.06% | 169 | -3,326 | -12.64% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,936 | 1,072 | 0.0% | 0.0% | 170 | +16,070 | 234.05% | Q1 2026 | May 04, 2026 |
| Creekside Partners | History | Reduced | 22,517 | 1,052 | 0.43% | 0.44% | 171 | -136 | -0.6% | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 22,328 | 1,043 | 0.14% | 0.14% | 172 | -547 | -2.39% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,143 | 1,034 | 0.07% | 0.06% | 173 | +580 | 2.69% | Q1 2026 | Apr 15, 2026 |
| Aspen Investment Management Inc | History | Added to | 21,584 | 1,009 | 0.31% | 0.29% | 174 | +606 | 2.89% | Q1 2026 | Apr 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 21,395 | 1,000 | 0.24% | 0.16% | 175 | +7,958 | 59.22% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 21,367 | 998 | 0.01% | 0.01% | 176 | +2,099 | 10.89% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,009 | 981 | 0.23% | 0.21% | 177 | +803 | 3.97% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 20,466 | 956 | 0.05% | 0.09% | 178 | -96 | -0.47% | Q1 2026 | Apr 21, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 20,676 | 953 | 0.86% | 0.87% | 179 | -200 | -0.96% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 20,116 | 940 | 0.73% | 0.77% | 180 | -565 | -2.73% | Q1 2026 | Apr 07, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 19,894 | 929 | 0.03% | 0.03% | 181 | -156 | -0.78% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 19,483 | 910 | 0.04% | 0.04% | 182 | +94 | 0.48% | Q1 2026 | May 12, 2026 |
| K2 Financial Inc. | History | Added to | 18,149 | 909 | 0.66% | 0.62% | 183 | +1,002 | 5.84% | Q1 2026 | Apr 28, 2026 |
| Envision Financial LLC | History | Reduced | 19,439 | 908 | 0.49% | 0.49% | 184 | -993 | -4.86% | Q1 2026 | Apr 16, 2026 |
| Yoffe Investment Management, LLC | History | No change | 19,444 | 908 | 1.16% | 1.13% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 19,299 | 906 | 0.03% | 0.03% | 186 | -11,025 | -36.36% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 19,373 | 905 | 0.03% | 0.04% | 187 | -2,576 | -11.74% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,285 | 901 | 0.01% | 0.01% | 188 | +510 | 2.72% | Q1 2026 | May 15, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 18,974 | 886 | 0.54% | 0.61% | 189 | -2,802 | -12.87% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 18,762 | 876 | 0.0% | 0.0% | 190 | -5,595 | -22.97% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 18,555 | 867 | 0.09% | 0.1% | 191 | -552 | -2.89% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,209 | 851 | 0.02% | 0.03% | 192 | -100 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 18,201 | 850 | 0.63% | 0.6% | 193 | -164 | -0.89% | Q1 2026 | Apr 17, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 18,592 | 846 | 0.54% | 0.54% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 17,820 | 832 | 0.51% | 0.52% | 195 | -557 | -3.03% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,713 | 827 | 0.0% | 0.0% | 196 | +12,567 | 244.21% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 17,500 | 817 | 0.0% | — | 197 | +17,500 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,094 | 798 | 0.0% | 0.0% | 198 | +8,269 | 93.7% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 17,078 | 798 | 0.0% | 0.01% | 199 | -1,928 | -10.14% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 16,710 | 781 | 0.33% | 0.33% | 200 | -643 | -3.71% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,505 | 771 | 0.02% | 0.02% | 202 | +3,420 | 26.14% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 16,503 | 771 | 0.01% | 0.01% | 201 | +6 | 0.04% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Reduced | 16,488 | 770 | 0.0% | 0.01% | 203 | -2,879 | -14.87% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 16,393 | 766 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 16,122 | 753 | 0.01% | — | 205 | +16,122 | New | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | No change | 15,831 | 739 | 0.03% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 15,730 | 735 | 0.17% | 0.17% | 207 | -392 | -2.43% | Q1 2026 | Apr 02, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,719 | 734 | 0.08% | 0.08% | 208 | -839 | -5.07% | Q1 2026 | Apr 28, 2026 |
| McLean Asset Management Corp | History | Reduced | 15,682 | 732 | 0.13% | 0.14% | 209 | -1,233 | -7.29% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | Reduced | 15,627 | 730 | 0.14% | 0.17% | 210 | -1,213 | -7.2% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 15,482 | 723 | 0.22% | 0.23% | 211 | -498 | -3.12% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 15,321 | 716 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 15,313 | 715 | 0.01% | — | 213 | +15,313 | New | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 15,167 | 708 | 0.0% | 0.0% | 214 | -1,499 | -8.99% | Q1 2026 | May 13, 2026 |
| Peak Financial Management, Inc. | History | No change | 15,105 | 706 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 14,786 | 691 | 0.03% | 0.05% | 216 | -7,202 | -32.75% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 14,709 | 669 | 0.14% | 0.14% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,661 | 667 | 0.0% | 0.0% | 218 | +424 | 2.98% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,183 | 662 | 0.0% | 0.0% | 219 | -13 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,004 | 654 | 0.01% | 0.01% | 220 | -202 | -1.42% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Added to | 13,525 | 632 | 0.0% | 0.0% | 221 | +2,596 | 23.75% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Reduced | 13,452 | 628 | 0.02% | 0.03% | 222 | -53 | -0.39% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 13,294 | 621 | 0.05% | 0.02% | 223 | +6,687 | 101.21% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | New | 13,247 | 619 | 0.0% | — | 224 | +13,247 | New | Q1 2026 | May 14, 2026 |
| Livet Wealth, LLC | History | Reduced | 13,137 | 614 | 0.39% | 0.39% | 225 | -645 | -4.68% | Q1 2026 | Apr 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 12,878 | 601 | 0.02% | 0.02% | 226 | -1,272 | -8.99% | Q1 2026 | Apr 17, 2026 |
| Omega Financial Group, LLC | History | Reduced | 12,473 | 582 | 0.19% | 0.2% | 227 | -939 | -7.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,343 | 576 | 0.01% | 0.01% | 228 | -681 | -5.23% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,158 | 568 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 12,033 | 562 | 0.08% | 0.08% | 230 | +495 | 4.29% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 11,800 | 551 | 0.04% | 0.0% | 231 | +10,678 | 951.69% | Q1 2026 | May 15, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 11,582 | 541 | 0.37% | 0.36% | 232 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,533 | 539 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oath Planning, LLC | History | No change | 11,472 | 536 | 0.48% | 0.52% | 234 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,428 | 534 | 0.02% | 0.02% | 235 | -1,287 | -10.12% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 11,428 | 534 | 0.07% | 0.09% | 236 | -1,287 | -10.12% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,354 | 530 | 0.0% | 0.0% | 237 | -866 | -7.09% | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | Reduced | 11,333 | 529 | 0.11% | 0.11% | 238 | -75 | -0.66% | Q1 2026 | Apr 09, 2026 |
| Betterment LLC | History | New | 11,068 | 517 | 0.0% | — | 239 | +11,068 | New | Q1 2026 | May 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 10,955 | 512 | 0.24% | 0.23% | 240 | +383 | 3.62% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 10,855 | 507 | 0.03% | 0.02% | 241 | +2,524 | 30.3% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,814 | 492 | 0.02% | 0.02% | 242 | -130 | -1.31% | Q1 2026 | Apr 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 10,428 | 487 | 0.13% | 0.13% | 243 | -309 | -2.88% | Q1 2026 | Apr 22, 2026 |
| Life Planning Partners, Inc | History | No change | 10,338 | 483 | 0.37% | 0.36% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 10,296 | 481 | 0.29% | 0.28% | 246 | +576 | 5.93% | Q1 2026 | Apr 21, 2026 |
| Chesley Taft & Associates LLC | History | No change | 10,296 | 481 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 10,014 | 468 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,684 | 452 | 0.15% | 0.16% | 248 | -677 | -6.53% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,618 | 449 | 0.03% | 0.03% | 249 | -1,220 | -11.26% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 9,576 | 447 | 0.12% | 0.12% | 250 | -576 | -5.67% | Q1 2026 | Apr 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 9,419 | 440 | 0.09% | 0.08% | 251 | -46 | -0.49% | Q1 2026 | May 13, 2026 |
| Cooke Wealth Management, LLC | History | No change | 9,239 | 431 | 0.38% | 0.38% | 252 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Zhang Financial LLC | History | Added to | 9,106 | 425 | 0.01% | 0.01% | 253 | +4,458 | 95.91% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,080 | 424 | 0.0% | 0.0% | 254 | +1,024 | 12.71% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 9,356 | 422 | 0.0% | — | 255 | +9,356 | New | Q1 2026 | May 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 8,944 | 418 | 0.05% | 0.06% | 256 | -1,896 | -17.49% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,818 | 412 | 0.01% | 0.01% | 257 | -464 | -5.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,681 | 405 | 0.01% | 0.01% | 258 | -327 | -3.63% | Q1 2026 | May 01, 2026 |
| Gilbert & Cook, Inc. | History | No change | 8,618 | 402 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,328 | 389 | 0.01% | 0.01% | 260 | -1,867 | -18.31% | Q1 2026 | Apr 20, 2026 |
| Busey Bank | History | No change | 8,293 | 387 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | Added to | 8,246 | 385 | 0.16% | 0.11% | 262 | +2,584 | 45.64% | Q1 2026 | Apr 29, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 8,197 | 383 | 0.39% | 0.4% | 263 | -331 | -3.88% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 8,064 | 376 | 0.0% | 0.0% | 265 | +370 | 4.81% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Added to | 8,065 | 376 | 0.02% | 0.02% | 266 | +69 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,065 | 376 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWC Advisors, LLC. | History | Reduced | 8,034 | 375 | 0.18% | 0.19% | 267 | -573 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 7,949 | 371 | 0.27% | 0.36% | 268 | -3,708 | -31.81% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 7,898 | 370 | 0.01% | 0.01% | 270 | +2,155 | 37.52% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 7,922 | 370 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Reduced | 7,889 | 368 | 0.01% | 0.02% | 271 | -1,864 | -19.11% | Q1 2026 | Apr 21, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 7,827 | 365 | 0.16% | 0.16% | 272 | -84 | -1.06% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,717 | 360 | 0.01% | 0.01% | 273 | +436 | 5.99% | Q1 2026 | Apr 08, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 7,696 | 359 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| May Hill Capital, LLC | History | No change | 7,650 | 357 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geometric Wealth Advisors | History | Added to | 7,472 | 349 | 0.04% | 0.04% | 276 | +295 | 4.11% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | New | 7,419 | 346 | 0.01% | — | 277 | +7,419 | New | Q1 2026 | May 04, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,231 | 337 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 7,186 | 335 | 0.05% | 0.05% | 279 | -30 | -0.42% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,161 | 334 | 0.0% | 0.0% | 280 | +589 | 8.96% | Q1 2026 | May 12, 2026 |
| Payne Capital Management, LLC | History | Reduced | 7,055 | 329 | 0.1% | 0.1% | 281 | -42 | -0.59% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 7,143 | 322 | 0.01% | 0.02% | 282 | -5,751 | -44.6% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | No change | 6,853 | 320 | 0.12% | 0.11% | 283 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 6,843 | 319 | 0.01% | 0.01% | 284 | +193 | 2.9% | Q1 2026 | Apr 17, 2026 |
| Advisory Alpha, LLC | History | Reduced | 6,817 | 318 | 0.01% | 0.01% | 285 | -440 | -6.06% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 6,780 | 316 | 0.0% | 0.0% | 286 | +24 | 0.36% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | New | 6,262 | 313 | 0.02% | — | 287 | +6,262 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,684 | 312 | 0.02% | 0.04% | 288 | -6,482 | -49.23% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Added to | 6,656 | 311 | 0.03% | 0.03% | 289 | +569 | 9.35% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,817 | 310 | 0.02% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Empower Advisory Group, LLC | History | Added to | 6,603 | 308 | 0.0% | 0.0% | 291 | +1,610 | 32.25% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 6,581 | 307 | 0.01% | 0.01% | 292 | -79 | -1.19% | Q1 2026 | May 05, 2026 |
| MBL Wealth, LLC | History | No change | 6,500 | 303 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,430 | 300 | 0.2% | 0.17% | 294 | +940 | 17.12% | Q1 2026 | Apr 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 6,384 | 298 | 0.03% | 0.04% | 296 | -2,951 | -31.61% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 6,566 | 298 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 6,233 | 291 | 0.14% | 0.12% | 298 | +1,008 | 19.29% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,240 | 291 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aspiring Ventures, LLC | History | No change | 6,193 | 289 | 0.09% | 0.1% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,159 | 287 | 0.0% | 0.0% | 300 | +2,593 | 72.71% | Q1 2026 | May 01, 2026 |